Back





 

Scott Alaniz, CFA

Joe Chumbler, CFA

Trust & Verify

Publications

In the News

 

Joe Chumbler, CFA - joe@bostonmmm.com

Experience:

bullet

Crews & Associates, Inc., Little Rock; Institutional Account Manager; leading regional investment firm specializing in
taxable and municipal bonds

bullet

Stephens, Inc., Little Rock; Analyst; regional investment and merchant bank

bullet

Awarded the Chartered Financial Analyst designation in 1999

“Family First” is Universal

I was fortunate to grow up knowing both sets of my grandparents who happened to live very different lives. My maternal grandparents owned a small grocery store in the Chicago suburbs, while my paternal grandparents were farmers in western Kentucky. Growing up in the South, I always enjoyed visiting them and experiencing extended family, friends and the colorful culture of each.

Interestingly, observing these very diverse cultures served to amplify the qualities they shared. Hard work, honesty and respect for one’s elders come to mind, as do putting family first. Whether I was chasing lightening bugs at night in Paducah, or walking among the skyscrapers of Chicago on Christmas Eve, I was always aware that our family is our most valuable asset.

Today, I’m able to share these lessons with my family, and incorporate these values into the advice I provide clients. Successful investing is always a goal, but the returns are hollow if we fail to protect our family’s needs, goals and dreams with proper financial planning.

 

 

 

 

 

 

 

 

 

 

 

 

Hometown: Little Rock, Arkansas

Family History: An only adopted child, my dad was a small businessman who launched and grew ServiceMaster franchises in Arkansas from 1977-1994; Mom was an office assistant and stay-at-home mom. Dad's parents were Kentucky farmers; Mom's were Chicago grocery store owners.

Where I've Lived: Chicago, Jackson, MS, Little Rock, AR, Waco, TX and Rogers, AR

Family: Wife since 2000, Lori is a practicing attorney; son Nicholas (b. 2005) is an aspiring Tour de France cyclist and puzzle enthusiast.

Leisure time is spent: Trout fishing on the White River with family and friends; cycling around Northwest Arkansas, photography.

My friends probably don't know that I: almost pursued a career in photojournalism.

Proudest moment: Birth of my son, Nicholas.


Copyright
© 2010  Boston Mountain Money Management, Inc.   |    Disclaimer