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.