"One must fly above the earth to the top of the atmosphere, for only then will you understand the world in which you live."
Our reputation of excellence in our field
demands growth and high expectations.
About Our Company
Mach 1 Financial Group was founded on the principle of assisting our clients with all of their financial needs while treating them as the unique individuals that they are by providing outstanding personalized service that has earned a reputation for excellence in the industry. Financial stability, financial security, financial independence; it's what we strive to provide each and every one of our clients.
Our Commitment to Our Clients
Dream Big! And let us do the rest. As our client, you will quickly realize that we are truly committed and focused on helping you achieve your financial goals. Through our knowledgeable, hands-on approach, you will experience top-notch, professional financial guidance second to none.
As your Financial Advisors, it is our job to keep you focused on your goals and remind you of the plan we create together that will get you where you want to go. Our guidance in maintaining a disciplined approach is how we make sure you hit your financial targets.
Our Principles Set the Standard for Success
At Mach 1 Financial Group, we believe that fully understanding your current financial situation is vital to successfully making prudent decisions concerning your economic future. In a constantly changing world, we know that being the best educated and trained financial advisors is the path to helping you protect your assets, maximize your income and pay your fair share of taxes and not one penny more. If you have questions about how to get started or want to make an appointment, send us an email or give us a call.
Our Mission Is Simple, Effective and Direct
Mach 1 Financial Group provides financial planning, wealth management, retirement strategies, and financial products to people in Northwest Arkansas including: Bentonville, Bella Vista, Rogers, and the Tri-State area.
As Investment Advisor Representatives under a fiduciary standard, it is our duty to care for our clients and keep their best interest in mind when providing financial analysis or advisory services. The financial advisors at Mach 1 have a wide range of products and services to help you craft a sound financial strategy. We offer sophisticated hedged equity strategies, stocks, bonds, annuities, life insurance planning, and other investment products. We can help create the right financial plan for you by tailoring it specifically to your needs.
We can help you determine if you have enough money for retirement. We can show you how to manage your portfolio and evaluate the impact of a 401k rollover. We can educate you on how to protect your assets in a potentially rising tax rate environment. All of these things and many more are waiting for you at Mach 1 Financial. Contact us today and let's get started....the sky is the limit.
Our team of financial professionals
are second to none.
At Mach 1 Financial Group, our people make the difference. We employ the best of the best and rely solely on common sense, integrity and honesty in everything we do. Every member of our staff has a thorough understanding of the big picture and knows that our clients are why we are in business. Click on each photo to view individual bios of each team member.
David A. Lee is founder and CEO of Mach 1 Financial. After serving nearly a decade in the U.S. Air Force as an F-16 Fighter Pilot, David entered the business world seeking a more stable lifestyle for his wife and young children.
Since 2005, David has worked diligently to help protect the retirement assets of hundreds of retirees in Northwest Arkansas, the River Valley, Northeast Oklahoma and Southwest Missouri. By focusing his practice on investment strategies that incorporate risk mitigation and laddered retirement income structures he skillfully piloted his clients through the 2008 financial crisis. He holds a Series 65 license (Fiduciary) as well as a life insurance license**, is a member of the American Financial Education Alliance (AFEA) and is a Registered Financial Consultant (RFC). David was featured in the December 2012 issue of Newsweek as “financial trendsetter” and was a contributor to “Victory: The World’s leading Experts Reveal Their Secrets for Winning in Health, Wealth, & Success in the New Economy,” a book featured on the “Amazon Best Seller’s” list.
David and his wife, Jennie, have two children, Faith and Connor. They reside in Springdale, Arkansas where he enjoys church and charitable related activities, spending time with family, flying, fly fishing, basketball, college football and traveling.
David Lee, RFC® | CEO & Founder
David Lee, RFC®
CEO and Founder
Kyle is an honor’s graduate of Auburn University with a Bachelor of Science in Business Administration. He also received an MBA from the University of Arkansas – Sam Walton School of Business. Kyle has served as an interim Adjunct Instructor at the Sam Walton School of Business in Fayetteville, AR, is a registered Investment Advisor Representative, and is a licensed insurance agent in multiple jurisdictions. His focus is to diligently manage his clients risk with unique wealth management strategies.
As COO of Mach 1 Financial, Kyle is responsible for enhancing the client experience, expanding the service offerings and growing the organization. His experience as a veteran Senior Manager for a Fortune 50 Firm and as Director of Strategic Development for a Supply Chain and Technology Company gives Kyle a unique perspective on business and economics.
Kyle lives in Bentonville with his wife, Catherine H. Alexander (J.D.), and twin daughters Abigail and Helana. Kyle is actively involved in the community through his support of Samaritan’s Feet, The Crohn’s & Colitis Foundation, and his local church family. Kyle is also active in his Alumni Associations and is Co-Vice President of the NWA Auburn Alumni and Friends.
Kyle E. Alexander, MBA, RFC® | Chief Operating Officer
Kyle E. Alexander, MBA, RFC®
Chief Operating Officer
Connie Blackmon has served as Chief Financial Officer for Mach-1 Financial Group since October 2015. She manages the financial operations of the company including financial reporting, financial planning and analysis, federal, state and local taxes.
Connie began her career practicing as a CPA with Deloitte & Touche, LLP where she served clients in both audit and tax for ten years. She then spent several years serving as the tax manager of a publicly traded manufacturing company and as a solution consultant for the ONESOURCE Income Tax products at Thomson Reuters, Inc.
Connie holds a bachelor of science degree in Accounting from the University of Arkansas.
Connie lives in Bentonville and is actively involved in her church, First Baptist Church of Bentonville. Connie and her husband, David are the parents of two children, Luke and Hannah.
Arkansas State Board of Public Accountancy License # 004117
Connie Blackmon | Chief Financial Officer
Chief Financial Officer
A recent resident of Northwest Arkansas, Bonnie Beebe is originally from the Carolinas. She attended high school and college there, and began her career path in health care, working for hospitals in South Carolina. During that time, she transitioned in to private care for the elderly, and eventually her love for people led her into full-time ministry work. In her career with Teen Challenge Women’s Ministries as Program Director and Executive Director, she oversaw the treatment and spiritual well-being of troubled adult women struggling with life-controlling issues ranging from codependency to substance abuse. Her tenure there gave her the skills to oversee fundraising, program implementation, and marketing for a large-scale ministry.
In 2016 she married her best friend, and moved to Northwest Arkansas where she joined our team! She and her husband, Chad, are both active in church, and spend lots of time outdoors with their two beloved Australian Shepherd dogs.
Bonnie Beebe | Client Services
Heather is a graduate of Arkansas Tech University with a Bachelor of Science in Business Management and Marketing. She and her husband John were both born and raised here in NW Arkansas. They have two girls Emily and Kristen. Emily attends Bentonville West High School and Kristen (BHS Graduate) is attending Arkansas Tech University studying Elementary Education.
Ladybug is their sweet dog. Heather enjoys traveling, gardening, and reading. She and her family attend the First United Methodist Church.
Healther Conklin | Director of Business Analysis
Director of Business Analysis
Carole and her husband, Mike have lived in Bentonville for 15 years. They are originally from Tennessee. The y have been blessed with two children. Their daughter, Meredith, and son-in-law Brian live in Nixa, Missouri. Son, David, lives and attends college in Manhattan, Kansas.
Carole enoys gardening, sewing, and church activiites. She and Mike attend First Baptist Church in Bentonville.
Carole Frost | Client Services
Matt is a graduate of Harding University where he studied Finance. He started in the financial services industry in 2013 and has worked with clients across the country ever since. Matt enjoys working with clients in various stages of life, helping people meet their goals regardless of what those might be. He holds his Series 65 license (Fiduciary) and is also insurance licensed.
Matt is married to his lovely wife, Haley, and they have a two year old son, Bennett. They currently reside in Rogers, AR where they enjoy church, being outdoors, traveling and spending time with family.
Matt Walters | Associate Advisor
Emily holds her degree in Marketing from the University of Arkansas. She graduated early from the university in December of 2017. Emily is originally from the Kansas City, Missouri area. You can find Emily spending her free time talking about Royals baseball, seeking out golden retrievers to pet, or hanging out with her friends and family.
Emily Niichel | Social Media & Marketing Manager
Social Media & Marketing
Leona grew up in a small town in Southwest Missouri. She attended Missouri State University in Springfield and graduated with a degree in Public Relations and Marketing in the Spring of 2017. Soon after graduating college, Leona moved to Northwest Arkansas because she fell in love with the culture and the community.
In her free time, Leona likes to spend time outdoors and interact with friends and family. She attends First Baptist Church in Bentonville where she serves in the Youth Ministry, Studio 412.
Leona Zitting | Office Manager
MACH 1 FINANCIAL GROUP | 408 NORTH WALTON BOULEVARD | BENTONVILLE, ARKANSAS 72712 | 479-876-2100
Advisory services offered through Coppell Advisory Solutions, LLC dba Fusion Capital Management, which is registered as an investment advisor with the SEC and only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. SEC registration does not constitute an endorsement of the firm by the Commission and does not imply that the advisor has achieved a particular level of skill or ability. All investment strategies have the potential for profit or loss. VIEW STATEMENT OF DISCLOSURE HERE.