Why choose a Dave Ramsey SmartVestor?

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

We have the heart of a teacher, not the attitude of a salesman. We are people you can feel comfortable talking to and that you can trust. We will work together to create a plan to help you reach your goals. 

 We are more than a “financial planner”—We are people you can relate to and share your dreams with. 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.