You have goals, we have expertise. Together, we can chart a course to your financial success.
We build success through wise planning.
We believe we offer a better client experience through transparency, service, and a superior investment management process. We strive to be efficient and effective.
Our short videos are engaging and informative and will prompt you with questions to ask your advisor.
Our services range from financial planning to investment management. No matter what, though, our focus is you.
We create strategies that are tailored to your needs and goals.
Years of experience have prepared us to guide you through your life transitions.
Legacy. Impact. Integrity. Respect. We believe values matter, and we live by ours every day.
- Roger Gaddis
- Derek Hines
Being a SmartVestor Pro means that Derek is Dave Ramsey's endorsed financial advisor for the South Oklahoma City, Oklahoma and the Mount Pleasant, Texas area.If you have any questions or want to know more, please give Derek a call!
Working with a SmartVestor Pro does not guarantee investment success, and no assurance can be made that working with a SmartVestor Pro will produce better results than working with a financial professional not affiliated with the program. Financial professionals pay a fee to be a SmartVestor Pro. Neither Dave Ramsey nor SmartVestor are affiliates of or affiliated with Kestra IS or Kestra AS. Kestra IS and Kestra AS do not provide tax or legal advice.
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