Austin Waag
True wealth isn’t just about hitting a number in a bank account. It is about having the freedom to focus your time and energy on what matters most in life, while knowing that you and your family have…
Jessica Chou
Jess joined SmartPro Financial in 2023 with a clear mission: to serve people and help them win with money. She works alongside founder Rick Godfrey Sr. as a registered representative and financial pl…
Mercedes Dockery
Mercedes Dockery knows what it feels like to work hard and still wonder where the money is going. That’s why she is deeply passionate about helping the Latino community stop feeling confused, overwhe…
Michael Stone
Your financial journey is just that. It is a journey. And it is yours. I am just here to help you with each step. First, we can chart a coarse based on your unique challenges and opportunities, and t…
Ryan Milem
I know what it feels like to watch your hard-earned paycheck disappear. After graduating from Clemson University with a degree in Business Management and a Finance minor, I moved to Los Angeles. I qu…
Sari “Mak” Maksad
Hi, I’m Mak—Financial Advisor, Veteran, and Someone Who Truly Gets It. I was born in Aley, Lebanon—a small but vibrant country often seen as dangerous by outsiders but deeply loved by those who call…
Silvia Marceleno
Silvia Marceleno embarked on her financial journey in 2016, inspired by Dave Ramsey’s principles. By 2019, Silvia and her family achieved debt-free status, a milestone that fueled her passion t…
Steve Hoem
Steve grew up in the Pacific Northwest, where he began his professional sports career in Triple-A baseball. Steve went on to join teams in Major League Baseball and the National Hockey League, workin…