Broker Check

What Does it Mean to be a Dave Ramsey SmartVestor Pro?

We agree to the SmartVestor Code of Conduct.

We believe everyone deserves access to solid, professional investing guidance.  We have earned positions as SmartVestor Pros because of our experience in the industry and our drive to help others.

We provide a refreshing view of financial planning.  

We strive to make you feel secure about financial planning and enjoy building trusting relationships with our clients.  We'll work together to create a plan to help you reach your goals.  SmartVestor Pros don't just offer a single company's investment options. We have access to hundreds of investment types that suit your needs. 

We care about your future.

Our first priority is helping you take care of yourself and your family. We fit your investments to your life, help you understand what you're investing in and why, and encourage you to stick with your long-term goals.

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