SmartVestor Pro

Adam has followed Dave Ramsey since 2001 when he found Dave on the radio. Like many people, Adam had some debt, and was feeling overwhelmed with financial stress.

He ordered Total Money Makeover and started applying the Baby Steps and principles laid out by Dave Ramsey himself.

Adam has been blessed to meet Dave in person, and has visited the old Financial Peace Plaza, as well as the new Ramsey Solutions Headquarters.

Adam has also taught Financial Peace University many times.

Adam had never met a Financial Advisor so one day he put his information into the Dave Ramsey SmartVestor Pro system and had several Advisors reach out.

Unfortunately many of them had a minimum and since Adam was just starting out, they wouldn't work with him.

Luckily one of them said he would help. Adam went a step further and asked what it took to become a Financial Advisor. As they say, the rest is history.

Adam was a mechanic for Saturn of Albuquerque right out of high school. He started off as a "D Tech" and could Level Up to the top tier mechanic called an "A Tech".

Then at 19 years old, Adam started working at General Mills. Here too he started as a "Tech 1", progressing through at a rapid pace to the top "Tech 4".

Adam is a huge fan of Dave Ramsey's Baby Steps, simply put - they just work!

When it came time to naming our Firm, Level Up Life Planning seemed fitting!

we are smartvestor pros

More than likely you have heard of Dave Ramsey and his "Baby Steps" for financial success. We are proud to be Smartvestor Pros and follow the steps for getting out of debt (or even better- preventing it!!) and planning for retirement.

Click the below to be taken directly to Dave Ramsey's page for helpful content on creating a budget and why we love being a Smartvestor Pro!

“If you will live like no one else, later you can live like no one else.” – Dave Ramsey