SmartVestor Pro

I first heard about Dave Ramsey from a friend in 2008.  For those who remember, the economy was tough in 2008.  We were living paycheck to paycheck and raising our children.  We attended Financial Peace University (my husband was not thrilled) and my life and our perspective on money changed forever.  I knew that helping people improve their financial outcomes was where I was meant to serve. I left my successful accounting (CPA) career and became a financial advisor.  This was the best decision I have ever made for my career and my family and myself.

What I enjoy most about being a Dave Ramsey SmartVestor Pro is helping the fans.  I love to hear someone’s story, the journey they have been on and where they would like to go.  Dave's philosophy follows the 7 baby steps below to manage cash flow.

Baby step 4 is where I come in!  Regardless of where you are, I am here to help. 

First, we will schedule a 15 – 30-minute introductory call or zoom.  During this meeting you will be able to ask your questions and we will get to know each other. 

Next, we will discuss next steps, information and data gathering and how to proceed.  We will discuss fees, communication and any other expectations. 

Click HERE to schedule an your introductory appointment.  I look forward to working with you!

The SmartVestor program is a directory of investment professionals.  Neither Dave Ramsey nor SmartVestor are affiliates of Indy Wealth Advisors or LPL Financial.