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Smartvestor Pro

My Personal Journey

My parents had a positive impact on the man I am today. However, I was not taught how to manage money. Talking about that topic in my childhood was taboo. 

Later, I found myself and my young family in medical debt and we needed to pull ourselves out. In 2005 I was hired to do administrative work for a local financial advisor, and my mind was opened to the financial world. I was motivated to learn how

money worked and how to best create a strategy for our family. I obtained my licenses and began my career advising others and their monies. In 2006 we came across Dave Ramsey and his Financial Peace University class. It became clear to me; if we could live on less than we made and eliminate our debt, we would be well on our way to a strong future. This has had a positive impact and provided success not only for me and my wife but also for our children.  Unlike the era of my youth, we regularly discuss finances and the impact it has on us as parents and together as a family.  

I enjoy guiding our clients to purposeful wealth, focusing on what matters to them, to their family, and to their community.We have been educating and leading those who connect with Dave Ramsey since 2007 as his SmartVestor Pro. We are committed to informing and empowering our clients. We don’t just offer a single investment choice.  Instead, we carefully research a variety of ways to build assets and to help each person reach their 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.

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Time Tested Principles

Common Sense Financial Wisdom

Have Attended 3 Live Events including: Retired Inspired and Entreleadership

Over 15 Financial Peace Classes Coordinated in our community since 2007

Working with an advisor that is part of the Dave Ramsey Endorsed Local Provider (ELP) network or the Dave Ramsey SmartVestor network cannot guarantee investment success or that financial goals will be achieved. There can be no assurance that working with a Dave Ramsey ELP or a Dave Ramsey SmartVestor will produce or achieve better results than working with an advisor not affiliated with the ELP or SmartVestor program. Advisors that participate in this program pay a fee to belong to the program for client leads that are provided. Dave Ramsey and the Dave Ramsey Endorsed Local Provider program and SmartVestor program are not affiliated with Woodbury Financial Services and are not sponsored or endorsed by Woodbury Financial Services.