Trusted SmartVestor Pro with the Heart of a Teacher
When it comes to your money, you deserve guidance that’s not only smart — but grounded in trust, clarity, and personal care. That’s why I’m proud to be a SmartVestor Pro, part of the nationwide network of financial advisors recommended by the Dave Ramsey team.
SmartVestor Pros don’t just check a box — we’re carefully vetted and expected to align with the values you hear on The Ramsey Show. That means:
• No high-pressure sales tactics
• No confusing jargon
• A commitment to serving, not selling
We believe in walking alongside you through every Baby Step — from building an emergency fund and paying off debt to investing wisely for retirement.
Why I Do This
Growing up, money was treated with care and caution — every dollar had a purpose. That shaped how I view financial planning today: as a tool for peace of mind, not stress.
I founded Lock Wealth Management to help people make smart, values-based decisions with their money — especially during the most critical transition: retirement.
You won’t find a sales pitch here. What you will find is a trusted guide, committed to helping you understand your options, avoid costly mistakes, and retire with confidence.
⸻
Rooted in Community
I’m also a parishioner at Cathedral of Christ the King, the largest Catholic parish in Atlanta. If you’re local, you may recognize me from the back of the weekly bulletin.
Whether we meet online or in person, you’ll find the same thing I try to bring to every conversation: the heart of a teacher.
⸻
Let’s build a plan that works for you.