What does it mean to be a SmartVestor Pro?
It's a Client-First Mentality
SmartVestor Pros are committed to educating and empowering you to help you achieve your long-term investing goals.
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 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.
5405 Utica Ridge Road, Suite 100
Davenport, IA 52807
Dave Ramsey's SmartVestor Pro is a directory of investment professionals. Neither Dave Ramsey, nor SmartVestor Pro, are affiliates of Quad City Investment Center or LPL.