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Check out the background of this investment professional on FINRA’s Broker CheckBrokercheck

Check out the background of this investment professional on FINRA’s Broker CheckBrokercheck

Joel Sims

For over 13 years, I have served clients in the financial industry. My approach is built around helping individuals and families gain financial confidence through practical guidance, disciplined savings strategies, and principles that align with Dave Ramsey’s philosophy of stewardship and financial freedom.

My passion for heling others began during the housing crisis, when I watched my own family experience the loss of nearly everything. That season shaped my perspective and created a deep desire to help people build stability, hope, and peace in their financial lives. I understand that financial planning is about more than numbers – it is about creating security and a path forward for families.

As a husband and father of two daughters, I understand the importance of preparing for the future and making intentional decisions that reflect your values. I am committed to building lasting relationships and helping clients pursue financial freedom with integrity, faith, and purpose.

Schedule a Call

We’ll start with a conversation to get to know each other

Meet Up

We’ll set up a time to meet in person or virtually

We’ll present you with a customized plan based on your goals.

We’ll present you with a customized plan based on your goals

More About Joel:

  • I enjoy spending my free time playing electric guitar, golfing, and spending time with my family
  • We are St. Louis Cardinals fans for life!
  • We have 2 dogs, Dexter and Opie, a cat, Mya, and two quaker parrots, Simba and Nova

Locations Served

Contact

  • joel@smartprousa.com
  • 941-229-0412

State Licenses

Affiliated with all 50 states