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Check out the background of this investment professional on FINRA’s Broker Check
Check out the background of this investment professional on FINRA’s Broker Check
Amy Posch
Amy Posch joined SmartPro Financial in March 2020. For the ten years prior to joining SmartPro, Amy was a small business owner, which provided her an ideal background for her career as a financial …
Andres Gomez
Hi! My name is Andres H. Gomez, and I am a Financial Advisor with SmartPro.I’ve been in the industry for the last 8 years, and I have a passion to help individuals design the life they want t…
Audrey Allen
My focus and passion is about helping people understand that life can be challenging. It is not a matter of IF life will throw you an emergency that will take place one day, it is a matter of WHEN …
Brent Wadzita
If you’re looking for a financial advisor with the heart of a teacher, you’ve come to the right place! We simplify your financial life and educate you on how it all fits together. Then we guide you…
Cesar Gonzalez
For the past 8 years, Cesar has been delivering great value to clients as a financial professional, helping them plan ahead for their short-term needs and long term goals. He is a very well-organiz…
Cheryl Maddox
My name is Cheryl Maddox and I live where most people vacation and retire by the beach in sunny Florida! I love talking to people about all things personal finance. After eliminating debt from my o…
Cindy Robertson
With 18 years of real life experience living the Dave Ramsey philosophy, Cindy Robertson takes an easy to understand approach to financial advising and wealth building. She wants to empower women, …
David Roberts
David loves putting together a simple and effective financial plan that deals with the issues that may be causing folks uncertainty or fear about their financial future. Using long-term solutions, …
J. Carlos Limon
Juan Carlos Limon moved to Atlanta, Georgia from Mexico City in 2001. He worked in a fast, upscale environment, assuring customer satisfaction in the Web Development and Software industry until 201…
Jay Whitaker
My clients determine their financial goals. I help them achieve their goals. 1. For young parents, I often help them start “college funding” plan. 2. For those near retirement … I…
Jesse Shaw
I am a financial advisor serving families, businesses, and organizations. Whether it is wealth management, investments or comprehensive financial planning, our team belief is that developing strong…
Jim Martin
As a Dave Ramsey SmartVestor Pro advisor for 8 years and with 30 years of financial career experience, Jim Martin provides a solid foundation of trust and skills to help clients achieve their finan…
Joshiwa Graham
Joshiwa is a Registered Representative, licensed life and health Insurance Agent and Financial Coach. He focuses on helping clients achieve their goals and objectives using a written investment and…
Joshua Potts
Freedom is the ultimate currency, but everyone has a different obstacle hindering them from it. Especially when it comes to their money. When it comes to your dreams, you need a mapped-out plan on …
Karissa Seeberger
Karissa joined the SmartPro team as a Financial Advisor in 2020. Before becoming an advisor, she was an advertising consultant with a local media group where she helped small businesses develop eff…
Lou Rendemonti
Louis F. Rendemonti, ChFC, has been a financial advisor for over 30 years. He specializes in working with closely held business owners in the area of succession and exit planning. He also works in …
Paul Harris
Paul has been a Financial Advisor for over two decades and he still gets excited about hearing your story. He wants to be a part of the process of answering your questions and helping you meet your…
Rick Godfrey II
Rick Godfrey’s journey in the financial world began with teaching high school economics. The common-sense approach and heart of a teacher model ….
Rick Godfrey Sr.
Rick Godfrey Sr., has a passion for teaching and utilizing common sense solutions when it comes to helping his clients reach their long-term financial goals ….
Tony Root
As an independent investment advisor, I believe that financial planning is far more than just investing. Education plays a vital role in the process. I strive to educate my clients as I use Dave Ra…
Trevor Shultz
My journey began as a Dave Ramsey fan and SmartVestor Pro client. I’ve seen that Financial Advising is an avenue to help and serve people. I believe in Dave Ramsey’s approach of eliminating debt an…
Trip Lawrence
Trip comes to SmartPro Financial after a decade of providing service in the insurance industry. During that time, Trip was focused on helping put people’s lives back together after they suffered da…
Tyler Witman
I am a licensed Investment Advisor and Fiduciary that has a passion for helping individuals and families achieve their goals and find peace in their financial plan. I find true professional fulfill…
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