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Our business is modeled with the “Best Practices” principle in mind. We mirror what's proven to succeed, minimizing your risk.
We keep the costs of our services low, provide honest recommendations, and give you the options you deserve.
Dave Ramsey SmartVestor Pros must pass a vetting process and adhere to a Code of Conduct. They are trustworthy experts who understand Dave Ramsey’s financial principles and share those values. Most importantly, a SmartVestor Pro's main goal is to give you the knowledge you need to make your own decisions.
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Meet your financial guide.
After having earned my Bachelor of Business Administration from Oklahoma Panhandle State University in 2010 and my Master in Business Administration (MBA) from Southwestern Oklahoma State University in 2013, my purpose has been to assist people in navigating their financial journey ever since.
Now as a CFP® professional, a designation from the College for Financial Planning, I am happy to be helping others prepare for their future and achieve their goals every day.
"We try to keep things simple enough that they are actionable, and realistic enough that they are achievable."
Regardless of who you are or your financial situation, my job is to be your financial planning specialist so that you don’t have to. And because of that, I try to cut the jargon and fine print to boost my clients' understanding.
One thing I believe in is that just because something's simple, it doesn’t mean that it’s easy. And just because something’s simple doesn’t mean it’s not effective. We try to keep things simple enough that they are actionable, and realistic enough that they are achievable.
No single financial plan fits all. So before we can make recommendations, we must comprehend where you are now and what you are trying to accomplish.
The best way to navigate the ups and downs you’ll experience over time is to have a plan in place - and you have to be ready to put in the work following that plan! We’ll help you build one that is dedicated to providing the steps towards a better financial future.
If it’s financial freedom you seek, then you must be willing to listen to a specialist and trust in the process. You can depend on our specialty, but as your professional guide, we will never make decisions for you. We will always listen to what you want to accomplish and help you build a path towards those goals.
We know that life doesn't start and end with your finances! Intertwined with your financial goals is the life you want to live - and that is more important than any monetary goal. We strive to keep the big picture in mind when creating plans so that you can focus on what matters the most to you.
Want the next “hot stock tip”? Looking for a free solution to your money problems? Keep looking. There are no cutting corners if you are seeking financial freedom. But your financial goals don’t have to be complicated! Let us do the heavy-lifting and guide you along the way.
We serve those who want to build a better future. All we need to know is where you want to go.
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Not any of the things above? Don't worry! If you want to take the steps to a better financial future, we want to help.
Get in touch
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