In addition to being a licensed, certified advisor, I am also trained as a Master Certified Financial Coach by Dave Ramsey, and am a former Ramsey SmartVestor Pro. Ramsey values of discipline, long-term focus, debt reduction, and financial freedom are my primary firm values. As a long-time university professor and advisor, I truly have the "heart of a teacher" as Ramsey says. because our Founder spent 20 years as a university professor! I want to educate and empower you to make the best financial choices, so that your dreams and goals become a reality!
Our Number 1 priority is Client Success, and our Values of Reliability, Access, and Long-Term Discipline will help you achieve your goals!
