Brant Spesshardt CFP® CKA® CTS™ in

Brant Spesshardt CFP® CKA® CTS™

Critic · DISC type C
President | Founder | Dave Ramsey SmartVestor Pro at Steward Wealth Strategies
📍 Raleigh-Durham-Chapel Hill Area, United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.

Business priorities, areas of interest, and practical outreach recommendations that can improve conversion quality for this professional.

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Experience
25 Years
Current Role
President | Founder | Dave Ramsey SmartVestor Pro
Job Level
Leadership
Location
Raleigh-Durham-Chapel Hill Area, United States
Personality Overview

How Brant shows up

ROI Driven
Information Seeker
Negotiator

They choose to analyze logically and value facts to emotions. Unless the value is proven by data, they are unlikely to value fancy features. They like to do things independently and don’t look for support from others.

Priorities

Topics Brant cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
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Career

Work history

3-2000
President | Founder | Dave Ramsey SmartVestor Pro
Steward Wealth Strategies
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
1993 - 1997
BS
North Carolina State University - College of Management
2004 - 2007
CFP Certification Curriculum
The American College of Financial Services
4-2024 - 4-2025
Certified Tax Specialist
Institute of Business & Finance
Social presence
in
Behavioral profile

DISC profile (public)

C

Calculativeness (C)

Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.

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