Josh Blackwelder

Josh and his family What does your dream retirement look like?Schedule a meeting with Josh to move towards your dreams today Prior to his career in the financial services industry, Josh served as an ordained pastor in the United Methodist Church in South Carolina. Growing up as the son of an itinerant minister and then … Continued
Read More

David Martinez

What does your dream retirement look like?Schedule a meeting with David to move towards your dreams today My mission is to serve as an advisor to my clients, providing them sound financial advice and counsel consistent with their goals and risk tolerance. I take the time necessary to fully understand what is important to my … Continued
Read More

Cindy Robertson

Cindy Robertson Cindy Robertson and her husband What does your dream retirement look like?Schedule a meeting with Cindy to move towards your dreams today With 18 years of real life experience living the Dave Ramsey philosophy, Cindy Robertson takes an easy to understand approach to financial advising and wealth building. She wants to empower women, … Continued
Read More

Amethyst Roth

What does your dream retirement look like?Schedule a meeting with Amethyst to move towards your dreams today “Little by little, a little becomes a lot.” -Tanzanian Proverb I believe this is exactly what why Dave’s method for becoming debt free and finding financial peace works. It’s an honor to have the opportunity to continue to … Continued
Read More

Jeffrey Pounds

What does your dream retirement look like?Schedule a meeting with Jeffrey to move towards your dreams today I am a California native, but who now calls South Carolina home. I started my professional career in the medical field of collegiate athletics, which has been tremendous for me and my family. I found Dave Ramsey in … Continued
Read More

Paul Harris

What does your dream retirement look like?Schedule a meeting with Paul to move towards your dreams today Paul has been a Financial Advisor for over two decades and he still gets excited about hearing your story. He wants to be a part of the process of answering your questions and helping you meet your financial … Continued
Read More
Steven Sasser

Steven Sasser

What does your dream retirement look like?Schedule a meeting with Steven to move towards your dreams today Steven first discovered Dave Ramsey while driving for UPS and fell in love with his sarcastic personality and common-sense approach to finance. While walking through the baby steps with his wife Tiffany, he discovered a passion for helping … Continued
Read More
Cheryl Maddox and Family.

Cheryl Maddox

What does your dream retirement look like?Schedule a meeting with Cheryl to move towards your dreams today Cheryl lives in Tampa, FL with her husband, daughter, and 3 dogs.  She enjoys serving at her church, leading Financial Peace University, cooking for her family, painting, mentoring others, listening to audiobooks, creating excel spreadsheets (super nerd), and … Continued
Read More

Kris Locke

What does your dream retirement look like?Schedule a meeting with Kris to move towards your dreams today Just before the 2008 recession, we were living the high life, or so we thought.  I was in construction sales, making a good living and my wife Anna was a teacher. Although our income was healthy, our financial … Continued
Read More
Joshua Potts

Joshua Potts

What does your dream retirement look like?Schedule a meeting with Joshua to move towards your dreams today As an independent investment representative, Joshua’s goal is to help his clients become debt free and live a successful retirement through developing long-term retirement saving and income strategies. Joshua is passionate about developing a well-rounded financial plan for his … Continued
Read More