I agree to the SmartVestor Code of Conduct.
I believe everyone deserves access to solid, 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 reach 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.
The SmartVestor Pro Code of Conduct (“Code”) sets forth the general expected conduct and general personal finance philosophy of SmartVestor Pro (“Pro”) as affirmed to Ramsey Solutions during Pro’s application to advertise through the SmartVestor program. Execution and assent to this Code is a requirement and an ongoing condition for advertising in the SmartVestor program. This Code is in no way intended to compromise the Pro’s professional judgment or modify any legal, regulatory or professional obligations the Pro owes to any individual client. Moreover, neither this Code nor any other aspect of SmartVestor advertising shall dictate, mandate or prohibit any particular product or service offered or provided by Pro to any particular client whatsoever.
*Dave Ramsey's SmartVestor Pro is a directory of investment professionals. Working with a SmartVestor Pro does not guarantee investment success, and no assurance can be made that working with a SmartVestor Pro will produce better results than working with a financial professional not affiliated with the program. Neither Dave Ramsey nor SmartVestor are affiliates of The O.N. Equity Sales Company or O.N. Investment Management Company.