What does it mean to be a SmartVestor pro?
I agree to the SmartVestor code of conduct.
I believe everyone deserves access to solid, professional investing guidance. As a SmartVestor Pro, I follow the SmartVestor Code of Conduct1 and provide guidance to each person based on their current needs, no matter where they may be on their financial journey.
I approach financial planning with the heart of a teacher
With the heart of a teacher, and not the attitude of a salesman, I’m someone you can feel comfortable talking to and someone you can trust. 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.
Partner and Wealth Advisor
“My wife and I facilitated Financial Peace University2 for the first time in 2010. Since then, we have facilitated a class at least once, sometimes twice a year until COVID-19 caused us to have to put a brief pause on that. The reason that I became a financial advisor was to be able to help those that were ready to start Baby Steps 4, 5, and 6!”
“Dave Ramsey and Ramsey Solutions have had a huge impact on my life and are the reason that I have gotten into the industry. I wanted to be able to help people wherever they may be in their journey, to get a solid foundation under them, and to be able to live and give like no one else.”
Working with a Ramsey SmartVestor Pro does not guarantee investment success, and no assurance can be made that working with a Ramsey SmartVestor Pro will produce better results than working with a financial professional not affiliated with the program. Financial professionals pay a fee to be a RamseyTrusted SmartVestor Pro. Neither RamseySolutions nor Ramsey SmartVestor are affiliates of or affiliated with Private Client Services, Member FINRA/SIPC, or Gaddis Premier Wealth Advisors (“GPWA”)
2 Financial Peace University (FPU) is a 9-lesson personal financial literacy course offered by Ramsey Solutions. All teaching and educational materials are provided to the course facilitator by Ramsey Solutions. The course facilitator does not have to be a financial advisor. Facilitating an FPU course consists of leading and facilitating class discussions and following the educational material provided.