Our team has over 50 years of experience in finance and are passionate about sharing our knowledge with you. We believe building healthy relationships is vital to creating a healthy financial plan. Being an Independent firm allows us access to a broad line of financial products from some of the best known companies in the financial services industry. Come see what our Time, Tools and Talents can do for you!
Meet the team:
Dan has been intrigued by money since a very early age: how it is a means of acquiring goods and services and how it has the ability to provide a return greater than some employment incomes by careful selection of investments. He was hooked.
If the University of Arkansas provided a degree program in fishing, he might have gone in a different direction, but in 1981, Dan graduated from college with honors. He earned a Bachelor of Arts degree in Finance and Banking. First National Bank, now Arvest Bank, provided the platform that allowed him to serve thousands of families on their road to financial freedom.
Dan brings over 30 years of experience to Kessler and Turner Financial. He has helped families endure the ups and downs of the financial industry, including 4 stock market "crashes." He uses this experience and knowledge to help create a financial plan that is customized to the specific goals of each family.
Dan is a generous man, who is always willing to go above and beyond to help anyone. When he is not at the office, he can be found "piddling around" the family farm and shop. Dan finds fixing things and making old things new and useful very rewarding, especially if he can give it to someone.
Dan is a Certified Financial Planner, CFP®, and holds General Securities Rep. License Series 7, State Agent Securities License Series 63, Registered Investment Advisor Series 65, Arkansas Life & Health Insurance License, and - Municipal Securities Rep. Series 52
Josh Turner stated: “I’m passionate about knowledge and wisdom, I love conveying that knowledge and wisdom either through example or more directly by coming along side someone.” When this knowledge involves the economy and money, Josh is never at a loss for words and advice.
Josh began working in the banking industry in May 1995. It only took a few months to realize that his love for numbers could turn into a rewarding career. In September 2003, he combined his passion for economy with his love of numbers and began his journey in investments.
"Financial advice is my purpose, so that is where I will put my focus. If I take care of the client, if I do things right, the money will follow." Josh is meticulous and intentional in all he does. He also has keen observational skills. He keeps all the "I's" dotted and "t's" crossed at Kessler and Turner Financial.
In his personal life, Josh is a servant leader in his home, his church, and the community where he lives, works, and plays. The growth of downtown Rogers is very exciting for the Turner family since Josh and his family spend many hours enjoying all the places and events downtown Rogers has to offer.
Josh holds General Securities Rep License Series 7, State Agent Securities License Series 63, Registered Investment Advisor Series 65, and Arkansas Life & Health Insurance License. He is also a Dave Ramsey endorsed SmartVestor Pro.
I am passionate about "working smarter, not harder," so my goal is to create a balanced work environment where each of us can use our strengths and talents to best serve you. Melissa has been serving Kessler and Turner Financial since the beginning, mostly been behind the scenes as our secret weapon. She has been a great source for ideas, the creator of marketing, and the thread that holds everything together when we get stretched thin.
Melissa is a Certified Financial Coach, she has a strong desire for everyone to make the very most of the resources they have been given. Making a monthly budget and getting intentional about your spending are important regardless of where you are in your financial journey. She has a variety of coaching sessions available.
Melissa states, "I love serving at Kessler and Turner Financial, but my first priority is my family and home." She is blessed with a wonderful husband and three very entertaining children. Her love language is acts of service, so serving fuels everything she does. When she is not busy running the kids all over Rogers, she can be found serving at her church or the children's school. In her quiet moments, she loves to capture the beauty of nature through a camera lens.