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Why Choose Us?


  1.  We are certified Dave Ramsey professionals  ready to help you "...live like no one else today, [so that] you can live & give like no one else tomorrow." Dave Ramsey

  2.  We’re fiduciaries — we focus on what is in our client’s best interest.

  3. We perform portfolio management in house — allowing us to taylor portfolios to clients needs & reallocate, seamlessly.

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What We Believe

We are a wealth management & financial planning firm focused on establishing strategies to help you meet your financial goals.

We support our local Women’s Resource Center and Veterans.

God is good. - James 1:17


Learn More About our SmartVestor-Pros

Working with an advisor that is part of the SmartVestor network cannot guarantee investment success or that financial goals will be achieved. There can be no assurance that working with a Dave Ramsey SmartVestor Pro (SVP) will produce or achieve better results than working with an advisor not affiliated with the SmartVestor program. Advisors that participate in this program pay a fee to belong to the program for client leads that are provided. Dave Ramsey and the Dave Ramsey SmartVestor program is not affiliated with Cetera Advisor Networks LLC or Allen-Kramp Wealth Management and is not sponsored or endorsed by Cetera Advisor Networks LLC or Allen-Kramp Wealth Management.