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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
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 professional. Amy is proud to serve on a Dave Ramse…
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 …
Austin Bain
Hi, my name is Austin Bain and I am proud to serve on the SmartVestor Pro team for Dave Ramsey. Personal finance is something that I knew I had a passion for very early on in life. However, it did …
Bradley Martin
Bradley has always had the heart of a helper. Whether it was in his practice in Physical Therapy helping his patients achieve physical wellness and independence or now translating that into helping…
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, …
Collin LaVoie
Above all else, today’s financial scene is messy, complicated, and lacks clarity and it takes professional expertise to help you navigate the path to success in your financial plan. I have been fol…
David O’Neill
Financial peace can be hard to come by. You deserve it, and my job is to help you to get there. When you work with me, you can count on (1) trustworthy advice — my business is structured s…
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…
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…
Joanne Hale
Thank you for visiting my page! Although I live in the Florida panhandle, I help clients anywhere in the US with financial advising and building a legacy. My clients often tell me they appreciate h…
Jose Luis Huerta-Méndez “Pepe”
Most people call me Pepe! I am more than happy to serve you whether you are English or Spanish speaking! I was born in Mexico City, and moved to the USA in 1985. I am recently retired after 42 yea…
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 Fitzmorris
Joshua Fitzmorris lives in Nashville (Music City) which happens to be right down the street from Dave Ramsey’s headquarters. Joshua and his wife became completely debt free after following Dave’s p…
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 Campbell
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…
Larry Ramos
It’s unfortunate that even though the school system in the U.S. was originally established in 1635, today almost 400 years later there is still very little being taught about financial litera…
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 …
Neil Vaughan
Neil is a trusted financial advisor who believes that everyone deserves to have someone on their side helping them win. His passion to serve others is only rivaled by his dedication to excellence. …
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…
Quenton Wattinger
I wasn’t raised in a Dave Ramsey household like some, I discovered Dave four years after graduating with my Civil Engineering degree from Texas A&M University. At that time, I was working…
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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