Broker Check

What does it mean to be a SmartVestor Pro?

I AGREE TO THE SMARTVESTOR CODE OF CONDUCT.

I believe everyone deserves access to solid, professional investing guidance. I have earned my position as a SmartVestor Pro because of my experience in the industry and my drive to help others.

I PROVIDE A REFRESHING TWIST ON FINANCIAL PLANNING.

I have the heart of a teacher, not the attitude of a salesman. I’m someone you can feel comfortable talking to and someone you can trust. We’ll work together to create a plan to help you reach your goals.

I CARE ABOUT YOUR FUTURE.

I’m more than a “financial planner”— I’m someone you can relate to and share your dreams with. I fit your investments to your life, help you understand what you’re investing in and why, and encourage you to stick with your long-term goals.

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.

Let's Start a Conversation! How Can I Help You?

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Derek Hines

Partner and Financial Advisor

580-745-8133

580-332-7117

Derek@gaddisandgaddis.com

Derek Hines is a Partner and Financial Advisor with Gaddis & Gaddis Wealth Management. 

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Ana Perez

Service Assistant

580-332-4144

580-332-7117

Ana@gaddisandgaddis.com

Ana Perez is a Service Assistant at Gaddis & Gaddis Wealth Management.

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Carol Hines

Bookkeeper and Payroll Specialist

580-745-8133

580-332-7117

Carol@gaddisandgaddis.com

Carol Hines is a Bookkeeper and Payroll Specialist with Gaddis & Gaddis Wealth Management.

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Krista Shults

Administrative Assistant

580-332-4144

580-332-7117

Krista@gaddisandgaddis.com

Krista Shults is an Administrative Assistant at Gaddis & Gaddis Wealth Management.

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Leigh Gaddis

Co-Founder, Partner, and Financial Advisor

580-332-4144

580-332-7117

Leigh@gaddisandgaddis.com

Leigh Gaddis is a Co-Founder, Partner, and Financial Advisor of Gaddis & Gaddis Wealth Management.

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Raylee Dill

Service Assistant

580745-8133

580-332-7117

Raylee@gaddisandgaddis.com

Raylee Dill is a Service Assistant in the Durant office of Gaddis & Gaddis Wealth Management.

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