5200 Maryland Way,
SmartVestor Pros are investment professionals in your area that have been chosen by Dave Ramsey based on their integrity, professionalism, and experience.
SmartVestor Pros understand and believe in the investment principles that Dave teaches on The Dave Ramsey Show each day.
As SmartVestor Pros you can expect the following from us:
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.
Not just anyone can be a SmartVestor Pro.
We have been vetted against hundreds of other investment professionals to have the SmartVestor Pro title. While they can invest your money and help manage your financial plans, SmartVestor Pros don’t intimidate. They know it’s your money and put your goals first.
We are focused on you and your financial goals.
We provide the highest level of customer service to our clients. Your goals for the future. Where you are in your financial journey. The questions you have. All of that matters to your SmartVestor Pro and helps them know how to guide you.
We trust the principles used by Dave Ramsey and his team.
We use these principles to help you invest in the long term & strive to build wealth.
Wealth Advisor and Managing Partner
“Managing personal assets can be intimidating, even for clients who have had multi-billion-dollar budget responsibilities in their careers. My desire is...
“I love the relationship aspect of what I do. I am honored to be able to help clients walk through life’s transitions by listening to their concerns and financially educating them in a way that results in clear...
Associate Wealth Advisor
Life is full of seasons… more than just winter, spring, and football season. Personally, I have experienced challenging seasons full of confusion and uncertainty. In 2019, I was diagnosed with a chronic illness followed by the...
Flagship Financial Advisors or Stratos are not employed by Dave Ramsey and his organization, nor do they specify what strategies we can recommend to clients. Dave Ramsey and the Dave Ramsey SmartVestor Pro program are not affiliated with any registered investment advisor. SmartVestor™ is an advertising service for investing professionals. Advertising fees are not connected to any commission, portfolio, service, product, or other service offered or rendered by any SmartVestor Pros. SmartVestor Pros are subject to initial vetting by Ramsey Solutions, and they affirm a Code of Conduct. SmartVestor Pros are not employees or agents of Ramsey Solutions. Neither Ramsey Solutions nor its affiliates are engaged in rendering investing or other professional advice. Ramsey Solutions does not receive, control, access, or monitor client funds, accounts, or portfolios. Ramsey Solutions does not warrant any services of SmartVestor Pros and makes no claim or promise of any result or success of retaining a SmartVestor Pro. Your use of SmartVestor, including the decision to retain the services of any SmartVestor Pro, is at your sole discretion and risk. Any services rendered by SmartVestor Pros you contact are solely that of the SmartVestor Pro. Working with a SmartVestor Pro does not guarantee investment success, and no assurance can be made that working with a 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 SmartVestor Pro.