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! A…
Chelsea Carpenter
At SmartPro Financial, we believe your financial advisor should have “the heart of a teacher.” That philosophy perfectly aligns with who I am. I’m passionate about helping people re…
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, I…
Cole Massey
Cole is a committed Investment Advisor Representative who follows the principles of Dave Ramsey to help clients achieve financial freedom and reach their personal goals. His focus is on creating cust…
Dan Hylton
I am passionate about helping people. If you are looking for someone with the heart of a teacher, I would appreciate the opportunity to work with you. God blessed me with parents that modeled Biblica…
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 businesses…
Jacob Chandler
At the start of my marriage, my wife and I sat down and looked at our finances for the first time and faced a mountain of student loan debt. We moved in with family, picked up extra jobs, and clung t…
Jason Dockery
With more than 20 years in the banking and investment world, I’ve learned how money really works and how to make it work for you. As a Dave Rasmey SmartVestor Pro, my mission is simple: to help indiv…
Jeff Hull
At SmartPro Financial, I work with individuals and families to bring clarity and confidence to their financial lives. As a fiduciary, I help clients navigate everything from budgeting and debt manage…
Josh Blackwelder
I work with successful individuals, families, business owners, and retirees who have built meaningful wealth and want a clear strategy for managing it well. As wealth grows, financial decisions often…
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 t…
Kris Locke
As an Investment Advisor Representative and SmartVestor Pro, Kris has a passion for empowering and guiding individuals and families towards their financial goals. Kris believes in adhering to Dave Ra…
Melissa Potter
As a native of the Blue Ridge Mountains and the NC High Country I am focused on building long-lasting relationships and I am passionate about helping clients and families navigate the wild and wonder…
Mercedes Dockery
Mercedes Dockery knows what it feels like to work hard and still wonder where the money is going. That’s why she is deeply passionate about helping the Latino community stop feeling confused, overwhe…
Nikhil Alkari
I would love to work with you to find financial peace for you and your family. As a Dave Ramsey listener and follower, I believe in his philosophy in so many ways. I hope you do too. I have spent mos…
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 p…
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 their…
Ryan Milem
I know what it feels like to watch your hard-earned paycheck disappear. After graduating from Clemson University with a degree in Business Management and a Finance minor, I moved to Los Angeles. I qu…
Steven Sasser
Steven first discovered Dave Ramsey while driving for UPS and fell in love with his sarcastic personality and common-sense approach to finance. While walking through the baby steps with his wife Tiff…
Steven Shaneyfelt
Hi, I’m Steven Shaneyfelt. I got my degree in finance at UNC Charlotte. Dave Ramsey’s Biblically based debt free approach to finance really spoke to me after I finished college and his words encourag…
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…
Tory Haas
I follow God’s way of doing life, particularly with money, and it works, period. Quit following the insane culture’s foolish financial advice, and let me guide you towards financial peace…
Zaine Bradford
Is it time to take control of your finances and build a financial future you are proud of? I grew up in a committed Dave Ramsey household. I was so excited about Ramsey that I spent my college years…