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Guiding Your Journey With the Heart of a Teacher

SmartVestor Pros are financial advisors who have been carefully selected by Dave Ramsey to be part of his SmartVestor Pro program. Dave Ramsey is America’s trusted voice on money and business matters. He is a personal money-management expert, radio personality, and an author of four New York Times best-selling books. Learn more at

We agree to the SmartVestor code of conduct, backed by Dave Ramsey. We believe everyone deserves access to solid, professional investing guidance. We have earned our position as a SmartVestor Pro because of our experience in the industry and our drive to help others - help you succeed today and into retirement. 

We provide a refreshing twist on financial planning. 

We have the heart of a teacher, not the attitude of a salesman. We're 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 and pursue your life journey. 

We care about your future. 

We're more than a financial planner”—we're someone you can relate to. Someone you can share your goals and dreams with. No matter how big or small. We 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.

*Working with an advisor that is part of the SmartVestor network cannot guarantee investment success or that financial goals will be achieved.  There can be no assurance that working with a Dave Ramsey SmartVestor Pro (SVP) will produce or achieve better results than working with an advisor not affiliated with the 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 SmartVestor Pro program is not affiliated with Cetera and Rummel Wealth Management and is not sponsored or endorsed by Cetera nor Rummel Wealth Management.

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PROTECT your loved ones.

PLAN for your future. 

PURSUE your life goals. 

Live on PURPOSE. 

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