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

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Florida

Amy Posch

Thank you for joining me in taking the next step on your journey to financial peace. Being a financial advisor has enabled me to help people build wealth and approach their finances with gazelle-li…

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…

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…

Brandon Haarer

Brandon has always had a desire to help others and a fascination with numbers and finance. In his younger years, he didn’t have a clear vision of these things turning into a long term career, so in…

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

Cheryl Maddox lives in sunny Florida with her husband, 4 kids, and golden retriever. While practicing as a Licensed Clinical Social Worker, she and her husband paid off over 6 figures of debt by fo…

Cindy Robertson

As a Dave Ramsey Financial Advisor, I bring a unique blend of expertise and approachability to help my clients achieve their financial dreams and goals. With the heart of a teacher, I am dedicated …

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 and his wife became completely debt free after following Dave’s principles and were blessed with an opportunity to work on his team for several years. He loves helping people in the area of …

Karissa Campbell

Financial freedom and legacy are achievable with the right plan, knowledge, and discipline. Karissa is here to work towards a strategy to fit your specific personal finance goals. Karissa was drawn…

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 …

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…

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. …

Quenton Wattinger

Embarking on a captivating financial journey, my story harmonizes seamlessly with the principles advocated by financial guru Dave Ramsey. Originally from Austin, Texas, my initial venture into fina…

Rhyanna Broomfield-Gilman

What’s your story? For some, it’s landing the career they’ve always wanted. For others, it’s starting a family. But what about what happens after your story? When you’…

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 ….

Sean Stewart

It is hard to hit any goal without a plan which is why Financial Planning is so important. Oftentimes, investing for our future seems like a daunting task even though it is actually quite simple. S…

Taylor Alt

In your journey to financial independence, you’ll encounter road bumps, traffic jams, and even the occasional flat tire! You’ll hear about tempting shortcuts, roadside attractions, and alternative …

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

Tyler is 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. As a Dave Ramsey SmartVestor…