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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
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…
Andrew Geary
I’m originally from a small town in Western Kentucky and got my bachelors degree from the University of Kentucky where I met my wife, Johnna. After college I started my professional career in manag…
Angel Ramirez
Hi, my name is Angel Ramirez and my mission as a financial advisor is to show you that a financial plan and a dignified retirement is not rocket science. It’s normal for retirement to concern…
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!…
Austin Farnsworth
Austin has had a passion for business and finance ever since he was young. He started investing at the age of 16 and has been teaching others about what he’s learned ever since. During high s…
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
I used to launch F-16s, and now I help launch my clients on the path to their financial future. I know what it means to pay attention to the tiniest details. For the past decade, I have researched …
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…
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 in sunny Florida with my husband, daughter, 2 sons, and 3 dogs! I love talking to people about all things personal finance. After eliminating debt from my own li…
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
A lot of times, people with questions regret asking them. If you’re working with someone who wants to help teach you, then that shouldn’t happen. As an advisor, Cody looks at your entire situation …
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…
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…
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…
Jamie Richardson
My goal is to help you reach YOUR goals! One might think that being a financial advisor is a numbers game, but I get fired up about helping YOU develop and implement a plan to reach those goals!! T…
Jay Johnson
Hi, my name is Jay Johnson, I am a Financial Advisor with SmartPro Financial and a Ramsey Solutions SmartVestor Pro. I have been in the financial services industry since 2004 and have worked in inv…
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…
Joseph Macias
Joseph Macias is a highly motivated and dedicated individual with a passion for helping others achieve financial stability. He holds a Bachelor of Science in Accounting from North Greenville Univer…
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…
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…
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 fiduciary and 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 a…
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 …
Matthew Manson
I’m originally from a small town in Virginia and went to college at nearby Liberty University. I met my wife, Lindsey, in college and a few years after getting married I had the honor of working fo…
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…
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…
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. …
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
Clarity and simplicity are the keys to long term success, especially when it comes to your finances. Most people, though, are confused about how to steward their money well so they can achieve thei…
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 ….
Ryan Milem
I am from York, South Carolina. I attended college at Clemson University and graduated with a Bachelor’s Degree in Business Management and a minor in Finance. I always wanted to own my own business…
Ryan Morris
Ryan is a trusted Financial Advisor and member of the SmartPro Financial team. His passion is working directly with clients to simplify their financial picture and develop a comprehensive, easy-to-…
Sarah Mayerle
Sitting in the back seat of the car with the radio buzzing while running errands with my mom after school is where I first discovered Dave Ramsey. I didn’t realize it back then but listening to eac…
Steve Heiny
Steve has the heart of a teacher. He graduated from college as a school teacher. He then ran outdoor adventure education programs and worked as an executive director of YMCA camps for 25 years. Whi…
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 …
Tim Knopp
Being a U.S. Army special operation veteran, a former police officer, being a father of 2 children, and being married to my wife Jen for 17 years has taught me many things. One of which is how impo…
Todd Petersen
My name is Todd Petersen, and I am an Investment Advisor with SmartPro Financial. I grew up in Buffalo, NY and have spent the last 17 years in Charlotte, NC. I have a beautiful wife and 4 amazing k…
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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