I consider it a great honor to be a part of the Ramsey SmartVestor Program. My path was a little different than your typical advisor. I got my start in the business as a Ramsey Solutions Financial Coach. Most advisors get into the business as an advisor and later decide they that they want to give it a go as a Ramsey SmartVestor. I did the inverse. I knew I wanted to be a Ramsey SmartVestor and did whatever it took to get there.
My foundation of financial literacy came from the services and materials provided by Ramsey Solutions. When I learned the level at which I could serve people as a SmartVestor Pro, I knew I had to pursue further education to one day step into the role of Ramsey SmartVestor. I'm thrilled to now be a Ramsey SmartVestor serving multiple territories in the North Florida Region.
SmartVestor Values
If you've been reading through our site, you've probably seen that phrase "heart of a teacher" a few times. That's because this is one of the primary requirements and objectives of a Ramsey SmartVestor Pro. Our job is not to tell you what to do. Our jobs is to TEACH you and help you make wise and informed decisions.
We're Ramsey Fans!
I've been listening to Dave and crew for 15+ years. Learning to avoid debt and save from a young age is something I'm incredibly grateful for. I'm even more grateful now that I get the chance to help others follow those same steps & values!
Shared Faith-Based Values
In addition to the SmartVestor values required by Ramsey, we also love partnering alongside Ramsey Solutions because of our shared Christian values. We love working with anyone from any walk of life, but often find a special connection with our Ramsey customers because of a shared faith and/or faith-based value system.
The building photographed here is the Ramsey event center. This event center has a chandelier in the main lobby that never turns off. At night time, it can be seen from miles away.
This building represents Ramsey Solution's goal to be the light of the world, and to echo the scripture that states "a city on a hill cannot be hidden." We're extremely proud to come alongside Ramsey and hope to provide this same light in our city.
Working with an advisor that subscribes to the SmartVestor Pro network cannot guarantee investment success or that financial goals will be achieved. There can be no assurance that working with a SmartVestor Pro will produce or achieve better results than working with an advisor not affiliated with the SmartVestor program. Advisors pay a fee to belong to the SmartVestor Pro program. Dave Ramsey and the Dave Ramsey SmartVestor Pro program is not affiliated with and is not sponsored or endorsed by Osaic Wealth, Inc.
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Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA / SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.
The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.
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