SmartVestor Pro

I agree to the SmartVestor Code of Conduct[1].

I believe everyone deserves access to honest, professional investing guidance. I have chosen to become a SmartVestor Pro because of my experience in the industry and my drive to help others.

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.

I have a client-first mentality.

No account is too small to get started. When you’re ready, I will commit to educating and empowering you.

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 work toward your goals.

I focus on the long term.

SmartVestor Pros believe that eliminating debt and investing for the long term is the ideal way to build wealth..