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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

Rick Godfrey Sr.

As a Investment Advisor with over 20+ years of experience in investing and insurance, and a Dave Ramsey SmartVestor Pro since 2012 Rick Godfrey Sr., has a passion for teaching and utilizing common sense solutions when it comes helping his clients reach their long-term financial goals.

Rick is a big Dave Ramsey fan and follows his financial principles 100% of the time when working with his clients. In addition, he is honored to serve on Dave Ramsey’s SmartVestor Pro Council.

He understands that it can be emotionally draining to find someone you trust with something as important as finances, and values lifelong client relationships. Ultimately, Rick’s goal is to help guide his clients become debt-free and financially independent, and he’s there to guide them every step of the way.

Rick resides in Bradenton, Florida with his wife Chris, but also commutes regularly to his “home away from home”, Montana/ Wyoming. In his free time, Rick enjoys spending time with his wife and family, traveling, enjoying the great outdoors, and being involved in his church.

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More About Rick:

  • Dave Ramsey SmartVestor Pro for Investing since 2012
  • 20+ years of experience in financial services
  • Serves on Dave Ramsey’s SmartVestor Pro Council
  • Co-founder of SmartPro Financial
  • Series 6, 26, 63 and 65 Securities License
  • Life and Annuity Insurance License

Locations Served

Contact

  • richard@smartprousa.com
  • (406) 321-0083
    (941) 321-2132
Office Locations:
1925 Grand Avenue | Billings, Montana | 59102

State Licenses

Affiliated with all 50 states