Quick Episode Notes

Here’s what you’ll learn:

• What he’s learned as one of the few Dave Ramsey Smartvestor Pros in Oklahoma.
• The story behind why Luke decided to become an independent financial planner after 10 years with a traditional company.
• The trends he’s seeing from Dave Ramsey fans who reach out to him.
• How a “personal CFO” can save you time and money.

Resource Links

• Full Interview notes - https://realoklahomabusiness.com/norman-financial-planner-dave-ramsey-smartvestor-pro-luke-milholland-vault-wealth-strategies/
• Luke’s website - https://www.vaultwealthstrategies.com/smartvestor