​We are HUGE Dave Ramsey fans!  We are passionate about helping people apply Dave’s principles with planning for retirement, building a legacy, living generous, joy filled lives while serving and funding the kingdom of God.

Learn More About SmartVestor Pro

Meet Our Team

Matthew Myrick, Tabitha Lundstrom, Joseph Nelson

​​We offer our clients guidance with:

Investments

Planning

Hedging Risk

Giving

Our wealth management process includes:

​The five principles of financial success:

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​Spend less than you earn.

Proverbs 13:11

​Avoid the use of debt

Proverbs 22:7

​Build liquidity (save)

Proverbs 6:6-8

​Set long-term goals
​

Philippians 3:14

​Live like God owns it all

Psalm 24:1

​From KingdomAdvisor.org