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We are the areas designated SmartVestor Pro Office. SmartVestor Pros are committed to educating and empowering you. They don’t just offer a single company’s investment choices; they can shop around to help you reach your goals.

Not just anyone can be a SmartVestor Pro. We’ve vetted hundreds of investing professionals across the country. Each SmartVestor Pro must adhere to our Code of Conduct.

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Our firm consists of Financial Planners, Investment Advisors and Insurance Agents. We have been able to assist our clients by helping them protect, maintain and create wealth.

Our firm represents all the top investment and insurance companies. We are not limited to any, as a result we truly can focus on the needs of the clients and the best solutions in the industry.

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Unveiling of the New Logo

 5 years in making - come join us for our new logo

Cinco de Mayo


Join us each Saturday at 11am CST as we go over various topics including product info, case design, branding, etc. Meet the entire team as we discuss and share with you each week what all we do!


Saturdays at 11am

Meet Our Team

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.