Kris Locke

As an Investment Advisor Representative and SmartVestor Pro, Kris has a passion for empowering and guiding individuals and families towards their financial goals. Kris believes in adhering to Dave Ramsey’s principles and philosophy, while creating a financial blueprint for his clients to become financially independent and debt free.

Kris values the long-term relationships and trust that is forged as he guides individuals and families. He understands that planning for your financial future can be confusing and stressful and that proper education can help to alleviate that stress. His ultimate goal for those that he works with is to listen to their story, learn about their goals, and prepare a personalized road map to financial success.

Kris is married to his high school sweetheart, Anna. They have two amazing sons, Myers and Tillman, who are pursuing careers in youth ministry and worship ministry/financial services. They live on the coast of South Carolina, so they enjoy time on the beach during the summer, but their favorite get-away is the time spent hiking and exploring in some of their favorite spots in North and South Carolina.