Broker Check

Dave Ramsey SmartVestor Pro

We have been associated with the Dave Ramsey program since March 2013.

Dave Ramsey

Why Use a SmartVestor Pro?

As a SmartVestor Pro (“Pro”), we pledge to provide top-notch customer service to all of Dave Ramsey’s loyal listeners. We are proud to be Pros (formerly called ELPs) and are committed to helping individuals in our community understand their current financial situation and their long-term investment options.

The SmartVestor program is a directory of investment management professional. Neither Dave Ramsey nor SmartVestor are affiliates of Haskell Wealth Management or LPL. All investing involves risk including loss of principal. No strategy assures or protects against loss. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a no-diversified portfolio. Diversification does not protect against market risk.