RamseyTrusted SmartVestor Pro
Assisting individuals and families as they work towards financial freedom using Dave Ramsey principles no matter which baby steps they are currently working on. We provide a personalized approach that best fits your needs to effectively meet your goals.
Biblically Responsible Investing
Providing great investment opportunities that align with Christian values in regards to moral and social principles. Investment decisions are made in respect to the foundational beliefs of our shared Christian faith.
Estate Planning, Trusts, and Wills
Ensuring that you and your family are properly prepared for any unexpected life circumstances that could affect you and your loved ones. Putting a plan in place to meet your wishes and protect the legacy you have built.
Since 2003
Our Purpose
Our main purpose is education. In today's society, it is far too easy to fall into the trap of believing that we shouldn’t discuss our finances with anyone else. Whether it is seen as a sign of embarrassment or being raised to believe it is a private matter, the only way to truly reach the financial freedom that we all deserve is to share our successes and struggles with others. That is why I am such a huge Dave Ramsey advocate! Getting effective coaching and encouragement from a financial advisor will accelerate your potential to reach your financial goals.
I have been helping educate and motivate individuals and families for over 18 years to navigate through their journey to financial independence. As they transition through different stages of life, I have guided them every step of the way. My passion to provide assistance throughout these stages has led me to becoming an independent fiduciary where my clients' best interests are priority.
Our goal is simple; providing you and your family with the same peace of mind we have been giving our clients over the past 18 years. Knowing that every stage of your life is properly planned for, you can do what matters most...live it!
What is a Fiduciary?
Want to learn more about what it means to work with a fiduciary? Find out under FAQs - Questions for Individual Investors.
Want to get the process started? Let's connect.
The first step to taking control of your financial future is starting the conversation. It's super easy to schedule a 30-minute phone visit. Just pick a time that works for you. I look forward to visiting with you.