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Check out the background of this investment professional on FINRA’s Broker CheckBrokercheck

Check out the background of this investment professional on FINRA’s Broker CheckBrokercheck

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 is one of the most rewarding parts of 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?

Schedule a Call

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

Meet Up

We’ll set up a time to meet in person or virtually

Get a Plan

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

More About Brian:

  • Office in Charlotte and Roanoke
  • SmartVestor since 2012
  • SmartVestor Council Member
  • Entreleadership participant
  • VT, Finance, 2008
  • Licensed since 2007

Locations Served


  • 704-412-2148

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and SmartPro Financial are not affiliated. This communication is strictly intended for individuals residing in the states of 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, VT, WA, WI, WV, WY.

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