What it means to work with a Smartvestor Pro

When it comes to building your financial future, having the right guide makes all the difference. That’s why I’m proud to be a Dave Ramsey SmartVestor Pro.

But what does that really mean for you?

A Shared Philosophy

As a SmartVestor, I align with many of the same principles Dave Ramsey has taught for years—like investing with purpose, making informed decisions, and building a strong financial foundation for the future. If you’ve followed The Ramsey Show or read his books, you already know the focus is on long-term planning rooted in personal responsibility.

More Than Just Investing

At Ramsey Financial, we help clients with more than just portfolio management. We provide guidance on:

• Comprehensive financial planning

• Retirement income strategies

• Medicare, life insurance, and estate coordination

• Tax-aware investing and account structure

It’s about aligning your financial decisions with your life—so everything works together, not in isolation.

Our Story

Here’s where it gets fun: our firm, Ramsey Financial, was founded by my grandfather—Dave Ramsey. Not the nationally known radio host, but a trusted advisor here in Ohio who spent decades helping families plan for the future with wisdom and integrity.

It’s a bit of a coincidence that I now carry both his name and the SmartVestor title, but the heart behind the work is the same: helping people make smart decisions with what they’ve been given.

Ready to Talk?

If you're looking for a values-based approach to financial planning—and a local advisor who’s here to serve—you’re in the right place.

Let’s build something that lasts.