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What does it mean to be a Dave Ramsey SmartVestor Pro?

SmartVestor Pros  are financial advisors who follow Dave Ramsey’s teachings. They have been carefully selected through an interview process to be a part of the SmartVestor program. Ramsey launched the SmartVestor program to help individuals and families find qualified SmartVestor Pro investing professionals who could help them prepare for retirement. 

Like Dave Ramsey, SmartVestor Pros believe:

  • That long-term financial success significantly depends on the client being educated and understanding their personal finances, investments, and overall financial plan.
  • That eliminating debt and investing for the long term is the ideal way to build wealth and prepare for retirement. 
  • That responsive client service is vital. They are committed to working with all clients regardless of account size, preferences, or background.
  • That clients should not exclusively be sold proprietary products.

In addition, SmartVestor Pros agree to a code of conduct based on the notion  that everyone deserves access to solid, professional investing guidance.  They work with you to  create a plan to help you reach your goals. Finally, they are more than just “financial planners”—a SmartVestor Pro is someone you can relate to and share your dreams with. They 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.





Want to talk with a SmartVestor Pro?

Meet the SmartVestor Pros at Advance Capital Management

Lara Mazek, CFP®

Saginaw & Detroit

Ryan Theisen, CFP®

Saginaw & Detroit

Cullen Prena, MBA

Ann Arbor & Detroit

Derek Van Solkema, CFP®

Chicago & Traverse City

Ian Smith, MBA

Dallas & Birmingham, AL

SmartVestor™ is an advertising and referral service for investment professionals. Advertising fees are not connected to any service offered or rendered by any SmartVestor Pros. SmartVestor Pros are subject to initial vetting by Ramsey Solutions, and they affirm a Code of Conduct. SmartVestor Pros are not employees or agents of Ramsey Solutions. Neither Dave Ramsey, the SmartVestor program, nor Ramsey Solutions are affiliated with Advance Capital Management, Inc. Investment advisory services are provided by Advance Capital Management, Inc.

Advance Capital Management participates in the Ramsey Solutions Smartvestor Pro program. In the program Advance Capital Management pays a monthly fee to Ramsey Solutions who provides the names of Smartvestor Pro participant when requested by visitors to the Ramsey Solutions website. The referral is based on geography so Advance Capital Management cannot pay a higher rate to receive priority referral positioning.