Broker Check

What does it mean to be a SmartVestor Pro? 

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.