Dave Ramsey

SmartVestor Logo.


Get Started Today!

Contact Joe
218.785.2962

Dave Ramsey

SmartVestor Pro

Dave Ramsey’s Financial Peace University has helped millions of people learn the principals for winning with money.

As a SmartVestor Pro I help people implement the steps to investing.

With the heart of a teacher I guide clients through a process that explains the pros and cons of the investment tools available to them.

What does it mean to be a SmartVestor Pro?

I agree to the SmartVestor Code of Conduct.
I believe everyone deserves access to suitable, professional investing guidance. I have earned my position as a SmartVestor Pro because of my experience in the industry and my drive to help others.

I provide a refreshing twist on financial planning.
I have the heart of a teacher, not the attitude of a salesman. I’m someone you can feel comfortable talking to about your financial situation. We’ll work together to create a plan to help you reach your goals.

I care about your future.
I’m more than a “financial planner”—I’m someone you can relate to and share your dreams with. I 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.