Angel Ramirez
Hi, my name is Angel Ramirez, and my mission as a financial advisor is simple: to help individuals and families create a clear financial plan and build confidence in their future. I believe financial…
Cristobal Delgado
Hi, I’m Cristobal Delgado. I help individuals and families — many from the Dave Ramsey program — take the next step from saving money to building long-term wealth with a clear, simple plan. If you’re…
David Martinez
David has been in financial services since 2001, where he spent the first part of his career in bank management. In that role, he was able to directly assist a variety of different people with their…
Ian Schaefer
Good financial advice should give you confidence about where you’re going—not leave you overwhelmed by how to get there. I spent over a decade in banking, where working with loans gave me a firsthand…
Jacob Hackler-Roy
From an early age, Jacob was immersed in the principles of financial stewardship, thanks to the wisdom of his grandfather, who introduced him to Dave Ramsey’s teachings as a teenager. That foundation…
Jeff Barczak
After previously working in law enforcement, I now enjoy helping people learn about investing and work towards the retirement they desire. My wife and I have 3 children, with one in graduate school…
Lisa Calloway
As a fiduciary and a Dave Ramsey SmartVestor Pro, I take a consultative approach to wealth management. My clients and I work together, proactively, to anticipate key wealth management issues that are…
Mercedes Dockery
Mercedes Dockery knows what it feels like to work hard and still wonder where the money is going. That’s why she is deeply passionate about helping the Latino community stop feeling confused, overwhe…
Rod Johnson
I believe that financial success begins with living debt-free, spending intentionally, and investing consistently for the future. Hi I’m Rodney but my friends and clients call me Rod. I am a de…
Ryan Milem
I know what it feels like to watch your hard-earned paycheck disappear. After graduating from Clemson University with a degree in Business Management and a Finance minor, I moved to Los Angeles. I qu…
Silvia Marceleno
Silvia Marceleno embarked on her financial journey in 2016, inspired by Dave Ramsey’s principles. By 2019, Silvia and her family achieved debt-free status, a milestone that fueled her passion t…
Steven Sasser
Steven first discovered Dave Ramsey while driving for UPS and fell in love with his sarcastic personality and common-sense approach to finance. While walking through the baby steps with his wife Tiff…
Travis Alexander
Investing and retirement planning don’t have to be confusing or overwhelming. If you’re looking for a clear, step-by-step plan built specifically for you, you’re in the right place. I’m Travis, and I…
Zaine Bradford
Is it time to take control of your finances and build a financial future you are proud of? I grew up in a committed Dave Ramsey household. I was so excited about Ramsey that I spent my college years…