What is a SmartVestor Pro?

SmartVestor Pros are investing professionals who have been interviewed and approved by the Ramsey solutions team. In order to become a SmartVestor Pro, advisors first must pass a through a strict vetting process to prove that they are skilled investment advisors and financial planners. Like Dave Ramsey, SmartVestor Pros believe that eliminating debt and investing for the long term is the ideal way to build wealth.

Who are we?

As a financial advisor and SmartVestor Pro here in Tucson, Mary Schulz is dedicated to helping you make the most out of your investments while following Dave Ramsey’s steps to financial success. Mary decided to become a SmartVestor Pro because she shares Dave Ramsey’s client-first mentality and dedication to helping others reach their financial goals by providing expert investment advice.

Another important part of our team here in Tucson is Colleen Osland, our resident Ramsey Financial Master Coach. Having earlier seen the potentially serious effects of not managing money with an intentional plan, Colleen trained with the Ramsey Solutions team in Nashville Tennessee so that she could help educate others and enable them to take control of their finances.

How can I benefit from using a Smartvestor pro?

With industry experience and investment specific knowledge, Mary‘s knowledge and expertise can help you figure out how you can pursue your personal money goals. Even if you feel like you have a solid understanding of markets and investments, our guidance and experience can help you move towards your goals quicker and more efficiently.

The SmartVestor program is a directory of investment professionals.  Neither Dave Ramsey nor SmartVestor are affiliates of Schulz Financial Group or LPL Financial.