We are excited to announce that Marcy Haines, CFP® and Christina White, are now designated SmartVestor Pros!
The SmartVestor program was created to align investors with an honest, caring, and Dave Ramsey recommend investing professional, otherwise known as a SmartVestor Pro.
However, Dave's recommendation is not bought—it's earned. Dave has a 45-person team that interviews potential SmartVestor Pros to ensure that they will provide the same advice Dave would give. Dave expects SmartVestor Pros to treat clients the same way he would: with the heart of a teacher, not the attitude of a salesman.
SmartVestor Pros utilize a client-first mentality that is committed to educating and empowering people to help achieve their long-term investing goals. Something that is very natural for Marcy and Christina to adhere to since Vision Wealth Management, Inc. was built on the same principals! Serving the Tri-Cites, Washington area, Marcy is excited about the opportunity to connect with Dave fans of all ages seeking her advice and share her experience and knowledge of Dave principals with them.
Christina will be serving the local Baker City/ La Grande area, and looks forward to sharing her passion for Dave Ramsey’s methodology. She can’t wait to see people of all ages take control of their money and have a feeling of financial peace.
To learn more about the SmartVestor program or to contact Marcy or Christina please call, 541-523-0900 or email Marcy at, firstname.lastname@example.org or Christina at, email@example.com.
The SmartVestor program is a directory of investment professionals. Neither Dave Ramsey nor SmartVestor are affiliates of Vision Wealth Management, Inc. or LPL Financial.