Carlos Berrios-Agosto

Carlos Berrios and his family What does your dream retirement look like?Schedule a meeting with Carlos to move towards your dreams today From Puerto Rico Master Degree in Business Administration, Major Accounting Experience of over 14 yrs in the Financial Industry Worked at Chase Married for 22 years with 3 girls Love to help people … Continued
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Scott England

Scott with his wife Jodi and children Brittney and Marcus What does your dream retirement look like?Schedule a meeting with Scott to move towards your dreams today Bringing over 16 years of experience in the insurance and investment industry, Scott truly displays the “heart of a teacher” mentality as he educates his clients to navigate … Continued
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Douglas McCall

Doug and his wife What does your dream retirement look like?Schedule a meeting with Doug to move towards your dreams today As an independent financial advisor, Douglas McCall believes his primary job is to teach people how investing works and empower them to make their own decisions. Being a retired teacher, Doug has a passion … Continued
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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
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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
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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

Amethyst and her husband 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 … 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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