Broker Check

Smartvestor Pro

Be confident about your retirement

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If you’ve come to us through SmartVestor, you value the trustworthiness and expertise of Dave Ramsey’s vetted network of advisors. Dave’s recommendation means as much to us as it does to you, and we’re proud to tout our track record of success and fantastic customer service as part of the SmartVestor program.


Here’s what you can expect from us:

Goals Within Reach

We support the SmartVestor strategy for building wealth and a comfortable retirement through debt elimination and investing for the long-term. Any start is a good start, so don’t wait.

Staying Informed

We educate and empower you on your financial journey so you can be more informed in all of your financial decisions.

Trust and Commitment

Our commitment to our clients goes beyond being qualified to serve you. We provide guidance, reliability, objectivity and coaching – with zero hard-sell pitches. We always have your best interest in mind.

Expert, Client-centric Advice

With 18+ years of industry experience, your SmartVestor Pro is ready to help you craft a successful financial future. At Greenway, we always have your best interest in mind.

Here are three common reasons folks put off partnering with an investing pro—and why none of them should stand in your way.

“I don’t even know what questions to ask.”

We get it. Investing can be complicated, especially when you’re trying to figure it out on your own. If you don’t know where to begin, that’s okay.

But a lack of confidence is not a reason to avoid meeting with an investing pro. In fact, it’s actually a great reason to take the next step!

SmartVestor Pros are committed to educating you, so no question is off-limits. They’ll help you understand how different investment options could impact your future and what you can expect from your relationship with them.


"I'm not sure how much it will cost."

If you’re already overwhelmed about meeting with a pro, feeling confused about how they get paid only makes it more intimidating.

You should never invest in something you don’t understand. And not understanding how an investing pro’s commission or fees impact your bottom line should make you nervous. It’s your future—you should know where your money’s going. If you don’t, ask questions until you do.

A trustworthy professional will take time to explain exactly how they get paid and how those costs affect your investments in both the short and longterm.

With our SmartVestor program, you can interview as many pros as you want so you feel confident you’re working with a professional who’s the right fit for you.


"I don't want a high‑pressure sales pitch."

No one likes being sold to—especially if it’s just to boost someone else’s bottom line. With a SmartVestor Pro, you don’t have to worry about feeling pressured into a big investment right away.

Your first meeting is simply a chance to get to know each other. Your SmartVestor Pro will be looking to understand your goals for retirement and won’t recommend products or strategies until you’re ready to move forward. Don’t expect to make any big decisions; you’re there to learn!

A true professional knows you call the shots when it comes to your retirement. With SmartVestor, you won’t be limited to a single company’s investment options. Your SmartVestor Pro has access to many different investments, and they’re committed to educating and empowering you so you can choose what’s best for you.

VETTED AND TRUSTED

Kevin Chupack

Kevin Chupack

Partner / Financial Consultant

He loves helping families and businesses reach their goals and coaching them along the way.

More About Us

If an investing professional can help you reach your retirement goals, why wait?

Make an Appointment Today

The Fiduciary Standards…

WE PUT YOUR BEST INTERESTS FIRST

WE ACT WITH PRUDENCE – CALCULATED, CAREFUL AND ALIGNED WITH YOUR GOALS

FULL AND FAIR DISCLOSURE OF IMPORTANT FACTS – NEVER MISLEADING

FAIR MANAGEMENT AND FULL DISCLOSURE OF ANY UNAVOIDABLE CONFLICTS

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