Skip to main content
Client Portal

FP Portal

Find A Pro Near You

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

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

Find a Pro in

New York

Donald Paxton

As a financial advisor who follows the principles of Dave Ramsey, my mission is to empower you with a clear, proven plan designed to lead to financial peace. At Smart Pro, we believe in building stro…

Maria Ostergaard

As a Ramsey SmartVestor Pro and fiduciary financial advisor, I’m passionate about helping individuals and families grow their wealth with purpose, so they can live generously and be a blessing to oth…

Nick Twohig

As a financial advisor who follows the principles of Dave Ramsey, I seek to help you create, understand, and follow a financial plan that is directly tailored to your unique goals and challenges. At…

Ryan Morris

I believe money should be a tool—not a source of stress. As a Ramsey SmartVestor Pro and fiduciary financial advisor, my mission is to help individuals and families gain clarity, confidence, and peac…

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 kid…