ABOUT trUSt
It’s Really About You!
Are we financial advisors you can trust? As you start planning for financial freedom, you want to be confident you’re working with the “right” people. We recommend the 3 building blocks of trust when looking for an advisor.
The 3 Building Blocks of trust:
Character- do we reflect your values?
Competency- have we successfully helped others like you?
Chemistry- do we listen to understand your goals?
We hope this website helps you answer these questions because the answers are really ‘About You’, helping you win with money.
About Us
John Pulleyn, CFP®
Advisor since 2007
Education/ Political Science
Family / Married with two daughters and a son.
Interests/ Golf & the beach.
Military Career/ US Army
Second Lieutenant–Tank Platoon Leader in OP Iraqi Freedom. Awarded Bronze Star Medal.
A Ramsey Trusted SmartVestor advisor is someone who has been vetted and coached to always act in a client’s best interest. Ramsey has helped thousands of people become debt free.