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Let's put your plans in motion

Want to pursue lifelong dreams while supporting people and causes you care about? With our guidance, you can get there. Tell us where you're at today. Driven by your goals and values, we'll draw on our industry expertise to help you map out a path to a more secure financial future.

SmartVestor Pro

Robert Smith is a Dave Ramsey SmartVestor Pro and is honored to be part of their network of other financial professionals in my local area. The SmartVestor program connects consumers with financial professionals in their area. Not just anyone can be a SmartVestor Pro. To qualify, financial professionals must pass a vetting process and follow their code of conduct. SmartVestor Pros take a client-first mentality and treat you like a teammate, with a commitment to educating and empowering you.

 

Neither Dave Ramsey nor the SmartVestor program are affiliated with or endorsed by Thrivent. Views are theirs and not necessarily those of Thrivent or its affiliates.

To learn more about the privacy of your information, visit our Notice at Collection for California Consumers or our privacy policy.

Location

Sarasota Office

Phone:
941-685-8492

Hours

M – F: 9 a.m. – 5 p.m.