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"Your decisions from today forward will affect not only your life, but your entire legacy." - Dave Ramsey


It's never too late to start making smart decisions with your money. Whether you're planning for retirement, saving for your child's future, or just starting out on “Baby Step 1,” we will walk with you, side-by-side, so that you're comfortable with your investments. Building wealth through investing can be fun when you have the right team in place to guide you.

You can take heart knowing as SmartVestor's, Casey Nelson and Jesse Taylor have the willingness and desire to help you make informed decisions with your money—whether it's kicking debt to the curb, investing for the long haul, or reaching any other financial goal.

As local SmartVestor's, we're committed to responding to you quickly—many times within 24 hours. You can expect us to spend time explaining your investment options to you in simple terms so you can make informed decisions with your money.

Thank you for visiting our site to learn more about whether we're the right fit to help you develop retirement income strategies so that your retirement income lasts as long as you do. As you look for a qualified financial representative to help you achieve your retirement goals, we hope you'll take a minute to learn how we've helped hundreds of investors just like you secure their financial future.

  • We have no minimum asset requirements
  • We don't charge a monetary fee for our wealth coaching
  • We have access to numerous companies and products that we can tailor the right fit for our clients
  • We are transparent and operate with integrity, ALWAYS