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
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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
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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
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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
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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
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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
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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
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Shane Gardner

What does your dream retirement look like?Schedule a meeting with Shane to move towards your dreams today In 2000, I was desperate for some financial guidance. My wife, Jessie, was a teacher and I owned my own small business. Between the two of us, we had a good income but nothing to show for it other than bills.  … Continued
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Trevor Shultz

What does your dream retirement look like?Schedule a meeting with Trevor to move towards your dreams today My journey began as a SmartVestor Pro client. I've seen that Financial Advising is an avenue to help and serve people. I believe in Dave Ramsey’s approach of eliminating debt and helping people create a clear and informed … Continued
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Patrick Rogers

What does your dream retirement look like?Schedule a meeting with Patrick to move towards your dreams today I was born and raised in Greenville, SC, to a family like many American families:  we had debt, improper income protection, and limited investments that were not suited for our family’s long-term wellbeing.  After being introduced to Financial … Continued
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