Jim Martin

As a Dave Ramsey SmartVestor Pro advisor for 8 years and with 30 years of financial career experience, Jim Martin provides a solid foundation of trust and skills to help clients achieve their financial goals. Jim believes in the value of not only guiding and advising but also in educating and empowering his clients to make the best decisions possible regarding their financial futures. He has a passion for meeting them at their own point of need anywhere from budgeting, debt elimination, investing, preparing for retirement or family protection. Jim is proud to be a qualified SmartVestor Pro and is proud to have helped many individuals and families all over the United States. He is fully licensed with Series 6, 63, and 65 investment licenses as well as Life and Health and holds advanced degrees in Accounting and Business Administration.

Jim and his wife, Sue, have four wonderful children, five beautiful grandchildren, and love spending time together and traveling whenever possible. He believes in Dave’s approach to financial freedom and believes in his philosophy.

You must gain control over your money or the lack of it will forever control you. – Dave Ramsey