Brian Wheeler

You know how finance people make things MORE complicated?
I hate that. I make finance and wealth simple.

I grew up around small business owners, mechanics, and railroad workers. I love this country and the people who live and work here. While enrolled at Virginia Tech, I chose to major in Finance because the subject is fascinating and the markets are an arena that demands integrity. Attending over 40 football games was fun too.

Seeing people hit their goals has been one of the most rewarding parts of my life. Over the past decade, it has been a lot of fun helping people grow towards financial peace. Being a part of Dave Ramsey’s SVP team is one of my proudest career accomplishments. I love it! I also enjoy spending time with my family, mountain biking, hunting, reading, and road trips.

How do you want to leave normal behind?

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Schedule a Call

We’ll start with a conversation to get to know each other

Meet Up

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Get a Plan

I’ll present you with a customized plan based on your goals

More About Brian:

Offices in Charlotte, NC and Roanoke, VA
SmartVestor since 2012
SmartVestor Council Member
Annual Entreleadership participant
Virginia Tech, Finance, 2008
Licensed since 2007

Locations Served

Contact

wheeler@smartprousa.com
855-922-8228

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State Licenses

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY