Broker Check


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 “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.

SmartVestor Affiliates

Dave Ramsey

Dave Ramsey

Chris Brown

Chris Brown

Rachel Cruze

Rachel Cruze