About SmartVestor

The SmartVestor program was created by Dave Ramsey.  See the SmartVestor website and links to other Dave Ramsey information here, https://www.daveramsey.com/smartvestor 

Not just anyone can be a SmartVestor Pro. Hundreds of investing professionals across the country have been vetted by Ramsey Solutions. Each SmartVestor Pro must adhere to our Code of Conduct.

SmartVestor Pros pay an advertising fee to be a part of the program, making the service free for you to use.

SmartVestor Pros are committed to educating and empowering you. They don't just offer a single company's investment choices; they can shop around to help you reach your goals.

Like Dave, SmartVestor Pros believe that eliminating debt and investing for the long term is the ideal way to build wealth and prepare for retirement. No account is too small to get started.


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. 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 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.


I've been selected as a SmartVestor Pro because I'm committed to helping you achieve your long term goals.