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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…

Anu Brookins

Anu is quite an inspiration. Although everything she owned fit inside just two suitcases when she moved to the United States from India in her twenties, she was packing a ton of drive and ambition!…

Ben McPherson

If you’re looking for normal, you’ve come to the wrong place. Ben strives for excellence and attention to detail in every facet of his life. Being in a combat zone taught him that attention to deta…

Bereket Kelile

Most people face financial challenges or feel overwhelmed because they don’t have a plan to guide them. I first connected with Ramsey via YouTube and then went through their Financial Coach Master …

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…

Brian Wheeler

Seeing people hit their goals is one of the most rewarding parts of life. Over the past decade, it has been a lot of fun helping people grow towards financial peace ….

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…

Chris McAlister

From the time I entered college up until a few years ago I never truly felt like I had a grasp on what I was called to do in life. I’ve done many different jobs, many of which I’ve loved. However, …

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, …

Cody Hevener

I am originally from south of Richmond, Virginia, but I transplanted north of Charlotte after graduating from Virginia Tech with an education in personal financial planning. I grew up watching my f…

Dan Fowler

Raised on a small-town farm in Georgia, Daniel W. Fowler “Dan” knows the value of hard work and can appreciate the kind of effort that the average American family puts into saving for retirement.  …

Dave Pugh

Dave has led many Financial Peace University classes since 2004 and enjoys the relationships and connections fostered during this time. As a teacher, Dave has the skills and background to help you …

David Martinez

David has been in financial services since 2001, where he spent the first part of his career in bank management. In that role, he was able to directly assist a variety of different people with thei…

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, …

Derek Coffren

Before becoming a financial advisor, I was a small business owner in North and South Carolina. I owned and operated a franchise of salons. As an entrepreneur I found success running my own business…

Doug Root

With his Master’s Degree in Education, Doug was instrumental in bringing the Dave Ramsey Foundations in Personal Finance for High School Students curriculum into the school where he taught for seve…

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…

Josh Blackwelder

One of my greatest passions is education and teaching. I teach Financial Peace University 2-3 times per year, and love empowering each of my clients to be able to understand what it means to live l…

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…

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…

Katie Riegel

Growing up in small town Wisconsin, I was raised with Midwestern values, that taught me to always have a positive impact on your community. I have always found joy in being a member of a successful…

Kris Locke

As an Investment Advisor Representative and Dave Ramsey SmartVestor Pro, Kris has a passion for empowering and guiding individuals and families towards their financial goals. Kris believes in adher…

Lisa Calloway

As a Dave Ramsey SmartVestor Pro, I take a consultative approach to wealth management. My clients and I work together, proactively, to anticipate key wealth management issues that are likely to bec…

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 …

Moses Medina

My name is Moses Medina. I live in the Phoenix, AZ area with my wife of 23 years, Hollie. We have three adult children & welcomed our first grandchild in August of 2020. God placed it on my hea…

Pamela DeLaBarre

Pamela DeLaBarre spent most of her career as an engineer with a major automotive company. As an continuous improvement engineer she helped companies become more profitable. It was a rewarding, fast…

Patrick Rogers

A native of Simpsonville, SC, my background in personal financial management began early in life after my family attended Dave Ramsey’s Financial Peace University. The lessons on how to experience …

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 ….

Shane Gardner

It all started when I picked up Dave Ramsey’s “The Total Money Make Over”. I must have thrown that book across the room at least 25, if not 30 times!  Three days later my wife and I began The Baby …

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…

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…

Virgil Hooper

Virgil Hooper’s journey in the financial world began with taking an investment course his senior year at the Air Force Academy. He learned all the technical aspect of investing. However, it w…
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