I Agree to the SmartVestor Code of Conduct
I believe everyone deserves access to objective, 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 work towards 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.
When making plans for retirement, or looking for advice on investing, you need to speak with someone "with the heart of a teacher". We give you the time and helpful information you need in order to understand all of your options and make the best choices to fit your situation and goals. It is our honor and commitment to provide you with quality service and objective advice. As theSmartVestor Pro for Dave Ramsey in this area, we guide our clients on a path of wise financial decisions for today that will lead to effective wealth management.
The SmartVestor Program is a directory of investment professionals. Dave Ramsey, SmartVestor and Ramsey Solutions are not affiliates of Merit Financial Advisors, Merit Financial Group, LLC or LPL Financial.