- Approach
- Reach
- Surpass
Dave Ramsey SmartVestor Pro
One of America’s most trusted voices on money and business matters is Dave Ramsey. We have been a part of the SmartVestor program since 2004. Our investment strategies and beliefs mimic Dave’s beliefs about financial education and retirement planning.
We are committed to helping individuals in our community and have held numerous classes in our office and outside at local settings with the Financial Peace courses.
If you are interested in learning more please contact Alix or Rick at 520-544-2500.

Market Insights November 30 2020
The dow has been going up for 124 years, how is that possible! Bart and I dig into why and the reasons why this measurement
Update on the 4% Rule
The 4% rule is something that advisors have used as a tool to show investors what they might expect to get from investments while in
Optimism for the Future
At Southwest Investments we are consistently position on where we think the market is going. Even when it is going down, it will return to
Who We Are

Alix Kusler
Portfolio Manager, Advisor,
Certified Wealth Strategist®

Rick Zich
Financial Advisor, Manager

Rob Schannep
Financial Advisor, AIF®
Our Dave Ramsey Specialist

Kataya Plett
Assistant Portfolio Manager

Lacey Rogers
Operations Manager

Sarah Sbragia
Client Services

Robert Wright
Founder

Bart Schannep
Founder
The Value of Investing for your Future
Our mission is to assist you in reaching your financial goals. Together, we will create a solid investment portfolio designed to manage your individual needs. –Bart Schannep
Fiduciary
An investment advisor is considered a fiduciary and held to a higher standard when compared to a financial planner. This means that we are required to keep your best interests in mind. We have held this basic belief for many years and will always give you the highest standard of care.
As fee-only fiduciaries, we…
- Are not compensated by commissions or product sales.
- Are only compensated by our clients.
- Have no hidden 12b-1 fees.
- Have transparent and upfront pricing.
- Give advice in your best interest, not ours
Trusted Independent Advice
Southwest Investment Advisors is a family oriented company. Our goal is to help families successfully transition from wealth accumulation to retirement and the eventual transfer of wealth to the next generation.
Because of this independence, we are not tied to any one particular fund or investment product. This allows us to develop and prepare you a financial plan based entirely on your needs, objectives and goals in mind.
Latest News
Market Insights November 30 2020
The dow has been going up for 124 years, how is that possible! Bart and I dig into why and the reasons why this measurement
Update on the 4% Rule
The 4% rule is something that advisors have used as a tool to show investors what they might expect to get from investments while in
Optimism for the Future
At Southwest Investments we are consistently position on where we think the market is going. Even when it is going down, it will return to
Consumer Spending to Save the Day
US Economy news from the end of the 3rd quarter. https://vimeo.com/477332038
Market Insights November 9 2020
The market took off this morning with the news of COVID vaccine hopes, Biden presidency, and a greats jobs report. Let’s talk about how they
Ruin Your Retirement: Ignoring Real Risks
This is a new series on showing our listeners ways that can sabotage your retirement planning. Here we talk about the some real risks to
Ruin Your Retirement: Relying Too Heavily on Social Security
This is a new series on showing our listeners ways that can sabotage your retirement planning. Here we talk about the social security and the
Ruin Your Retirement: Neglecting Estate Plan
This is a new series on showing our listeners ways that can sabotage your retirement planning. Here we talk about the estate planning and what
Ruin Your Retirement: Obsessing over Market Movements
This is a new series on showing our listeners ways that can sabotage your retirement planning. Here we talk about the problems that can happen
Ruin Your Retirement: Not Investing Early Enough
This is a new series on showing our listeners ways that can sabotage your retirement planning. Here we talk about the differences in investing specific
What We Do
Investment Management
Centre Portfolios
- Aggressive Growth
- Growth
- Balanced
- Income with Growth
- Capital Preservation
ESG Portfolios
- Environment
- Social
- Governance
Financial Planning
- Budget Planning
- Investment Planning
- Tax Planning
- Retirement Planning
- Estate Planning
Every person deserves a chance to invest. Once you have gone through the Dave Ramsey program you are ready to start investing in gusto. Let us help you with that.
Through a disciplined process of listening, analyzing, implementing and monitoring, we work with you to create a plan designed to help you achieve your unique financial vision.
We have developed a planner that shows you how all of your investments contribute to your retirement and how small changes in each can impact this plan.
As costs continue to rise for you or your children's education, you need to be thinking on ways to minimize those costs. We are here to help you in that process.