In August 2016, Dave Ramsey went looking for a few good men and women to fill out his new “SmartVestor” team. That’s when opportunity knocked on our door. Brian was waiting and prepared to pass a rigorous screening process and add “Dave Ramsey SmartVestor Pro” to his list of credentials. We are now honored and enthused to be entrusted with the message, common sense practices, and standards Dave Ramsey is known for across the country.
The SmartVestor team is a small collection of advisors vetted (continually) by the Ramsey organization to be competent, trustworthy, and representative of the Ramsey Solutions message. They have to have the “heart of a teacher,” said Ramsey, and advise clients the way he would when making financial decisions.1 “You have to be intentional.”2
We like him.
And we would be more than pleased to coach fellow spenders, savers, and investors through the Ramsey “Baby Steps” whichever step you’re on. Concepts such as budgeting, “The Debt Snowball,” how people differ in their relationships with money, and building a legacy in addition to wealth are not new to Intentional Wealth Advisors.
Brian will continue to do what he's always done – seek to educate people, no matter their age or previous experiences, and help them to proactively make smart financial decisions in an effort to build and preserve their assets.
1. Financial Peace University, Lesson 7: Retirement and College Savings.
2. Financial Peace University, Lesson 3: Cash Flow Planning.
SmartVestor is a directory of investment professionals. Neither Dave Ramsey nor SmartVestor are affiliates of Intentional Wealth Advisors or LPL Financial.