Financial Planning With Care
Retirement Strategies Group
Who We Are
Retirement Strategies Group is dedicated to helping our clients remain confident knowing they have an investment team that is behind them. Our team prioritizes four core values when working with all clients. Our team is committed to excellence, striving for the highest standards in service and outcomes. Collaboration is key, as we work together with clients and partners to achieve shared goals.
Our Values
Fiduciary Responsibility
Engaged Partnership
Complete Transparency
Professional Execution
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Meet Your Team
Our Wealth Team
Alan Cantrell
President/CEO
Alan Cantrell
President/CEO
Alan has a passion for helping others, and retirement planning is a fulfillment of this passion. By working diligently and methodically with his clients, Alan seeks to develop solutions to help his clients gain peace of mind, knowing their financial future is sustainable. He believes that goals are the most important requirement in a retiree’s financial portfolio and he always does his best to find solutions to fulfill those goals.
With over 37 years in the retirement planning industry, Alan’s primary focus is to help families reach their retirement financial goals. He is a diligent educator of the retirement process. He believes in taking the extra time and care needed to educate his clients and help them understand the process and the solutions presented, helping them navigate their biggest retirement hurdles with ease. He goes above and beyond to find the best personalized strategy for each client, every time.
Alan and his wife, Kay, have six grandchildren that they love to spend time with, four in Northwest Arkansas and two in Cypress, Texas.
Natalie Yarbrough
Vice President of Sales
Natalie Yarbrough
Vice President of Sales
Natalie is an Investment Advisor Representative who made her way into the financial services world by following in her father’s footsteps. In 2010 she obtained her life insurance and annuity licenses, as well as her property and casualty license. After working at Allstate as an insurance agent for nearly ten years, she realized that she could help and protect her clients even more by becoming an Investment Advisor Representative. In January of 2021, Natalie passed the Series 65 (Uniform Investment Adviser Law) exam to be an Investment Advisor Representative.
Over the years, Natalie has come to realize that everyone’s circumstance is unique. With the proper planning and saving, most people can reach their Financial Freedom Day. It is important to her that each of her clients knows, with one hundred percent certainty, that their best interest will always be put first when creating their individualized plan. To her, being an advisor is more than just a title, it is a promise. A promise to always do what’s right by her clients as she takes on the role of a fiduciary. For some, fiduciary may just be another thoughtless word, but to Natalie, it is powerful. It is a vow that symbolizes the commitment she has to her clients, and it guides every action she takes on their behalf. She strives for client satisfaction and will always go above and beyond for her clients.
Natalie is a wife and a mom to two precious little boys. When she is not helping individuals in her community work towards achieving their financial goals, she enjoys spending time with her husband, Kyle, and her sons. A few of her favorite family activities consist of taking long walks, a boat ride on Beaver Lake, and laying by the pool to watch the sunset. Natalie truly believes there is no better place to live than Northwest Arkansas.
Kyle Wilson, CMA
Financial Consultant
Kyle Wilson, CMA
Financial Consultant | Retirement Strategies Group, LLC
Current Role
Kyle is passionate about helping individuals and families prepare for retirement by providing education, guidance, and personalized strategies designed to help them pursue their long-term financial goals. He believes the best plans begin with understanding what matters most to each client and building lasting relationships founded on trust, integrity, and exceptional service.
Kyle serves as the Chief Financial Officer for ORE Financial and Cooper Harrier. In these roles, he oversees financial operations, strategic planning, and business management, bringing valuable leadership and real-world financial experience to the firm. He also serves as a consultant to Retirement Strategies Group, helping strengthen the organization’s operations and long-term vision.
Kyle is committed to making complex financial concepts easier to understand and helping clients feel informed and confident as they prepare for the future. His thoughtful approach, attention to detail, and dedication to serving others have earned the trust of clients and colleagues alike.
Professional Background
With more than 12 years of experience prior to joining Retirement Strategies Group, Kyle built a distinguished career leading accounting teams that delivered healthcare revenue cycle solutions to major providers across Texas and beyond. His client portfolio included some of the most prominent health systems in the country, among them Memorial Hermann Health System, Tenet Healthcare, Houston Methodist, and St. Luke’s Episcopal Hospitals.
Education & Credentials
CRPC – Chartered Retirement Planning Counselor candidate; expected completion Fall 2026
CMA – Certified Management Accountant (Cert. #136064), 2024
MBA, Finance – Louisiana State University Shreveport, 2019
Certificate of Accountancy – University of Houston, 2011
BBA, Accounting – University of Houston, 2007
Lauren Cantrell
Sales Manager
Lauren Cantrell
Sales Manager
With more than 15 years of experience serving clients in the legal field, Lauren Cantrell understands that trust, communication, and attention to detail are the foundation of exceptional service.
As Sales Manager at Retirement Strategies Group, Lauren supports the firm’s growth by helping build meaningful relationships and ensuring prospective clients receive clear, thoughtful communication throughout their experience with the firm.
Lauren believes financial planning is about more than numbers—it is about understanding each person’s goals, values, and vision for the future. Her genuine care for others, strong attention to detail, and client-first approach help individuals and families feel informed, comfortable, and confident as they take the next steps toward retirement.
Our Investment Team
Thomas Rozman, CFA®, CAIA®
Chief Investment Officer
Thomas Rozman, CFA®, CAIA®
Chief Investment Officer
Mr. Rozman is responsible for leading the Investment team for Simplicity Wealth. Prior to Simplicity, Mr. Rozman was President and Chief Investment Officer of Sawtooth Solutions. He also worked in Institutional Sales and Trading at Merrill Lynch. Mr. Rozman is a Chartered Financial Analyst®, Chartered Alternative Investment Analyst®, and is Series 65 registered. He has previously held Series 7 and 24 securities licenses. Mr. Rozman earned an M.B.A. from the University of Chicago Booth School of Business and a B.A from St. Olaf College.
Rosie Riley
Head of Operations
Rosie Riley
Head of Operations
Ms. Riley is responsible for leading the Operations team for Simplicity Wealth. She has spent more than 20 years in the financial services space. Prior to Simplicity, Ms. Riley was the President and CEO of HighImpact Consulting LLC, a consulting firm dedicated to optimizing efficiencies for financial services firms. Ms. Riley earned her B.A. from the University of Northwestern, St. Paul, with a degree in Business Administration and Management.
