Meet Our team
Today’s financial investors are savvy and looking for a team that makes a real commitment to their clients and the community. We have developed an outstanding reputation in NWA, and behind that reputation are real people you can count on.
Knowledge
Your financial planning and its practical application in preparing you for the future requires the knowledge that comes from combining our many years of experience in the financial planning industry. Because we partner with Raymond James, a Fortune 500 Company, we have access to the tools of the leading financial services institution in the industry.
Community
NWA and the River Valley are home to some of the largest companies in the United States. Large corporations and our growing business climate have drawn over 2500 suppliers and vendors to the region. Our experienced team serves various clients from many of these companies. We have the experience you need to succeed.
Desire
The rewards of helping our clients work toward their financial goals drive each team member. Like watching David & Shannon of Springdale setting off in their RV on their first big retirement adventure. Or the thank you card from Greg, from Rogers, after watching his daughter graduate from college. Not to mention the hug from Marcia after she realizes she’s found the right financial advisor to help her get her life back on track, on her own.
Who We Are
Our Team of Experts
Every business has a story to tell. We are confident that you will understand how we earned our excellent reputation once you learn a little more about the financial professionals on our team.
Jonathan Coker, CFP™
Senior Vice President
Jon is a CERTIFIED FINANCIAL PLANNER™ practitioner with almost 20 years of experience in the financial services industry.
A native Arkansan, Jon received his bachelor’s degree in finance from the University of Central Arkansas and his master’s degree from the University of Arkansas.
Kevin Wilson
Senior Vice President
Before joining Raymond James in 2013, Kevin was employed as a financial advisor and vice president of investments at Merrill Lynch for nine years and then with Morgan Keegan before merging with Raymond James.
A lifelong Arkansas resident, Kevin earned his bachelor’s degree from the University of Arkansas in 1990.
DANIEL MEYERS
Financial Advisor
We are so fortunate to have another team member that has over 30 years of experience advising clients on their financial future.
He started his career in 1987 with Shearson Lehman and in 1992 moved to Robert Thomas Securities (Raymond James). He partnered with Wilson Coker Wealth Advisors in 2018.
SONYA STIEL
Client Services Assistant
Sonya has more than 22 years of expertise in the financial industry and serves as our office’s client service and operations specialist.
Sonya is an Arkansas native and graduated from the University of Arkansas with a Bachelor of Science in Business Administration in 1992.
Karen Peterman
Financial Advisor
Karen joined Wilson Coker Peterman Group and applied her training and experience to better serve our clients as their financial advisor. She uses a process for assisting clients to plan financial strategies throughout their life stages.
Kristy Moses
Client Services Assistant
Kristy brings multiple years of corporate financial and IT support experience to the firm. She holds a bachelor’s degree in Accounting and Biology from the University of Arkansas. Kristy is married to husband Scott, and has two children, Aiden and Aubrey. Kristy enjoys playing the piano & gardening. I am a huge Beatles fan. “You may say I am a dreamer but I’m not the only one” ~John Lennon
Let me help you on your financial planning journey to make your own dreams come true.
David Proffitt
Associate Financial Advisor
Before joining Wilson Coker in 2023, David spent 13 years acquiring a diverse set of skills in the financial services industry. He has worked as a business intermediary advising business owners on how to sell their companies, owned a multiple-line insurance agency, and began working as a dual-registered investment advisor in 2020.
Working in the role of Associate Financial Advisor, David is focused on developing current client relationships while also gaining the trust and confidence of those seeking financial guidance as new clients.