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North Carolina

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!…

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 ….

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, …

Cody Hevener

I pursued becoming a financial planner because I often see everyday people making tough financial decisions without someone to help guide or advise them. It stings to see them not reach the future …

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 …

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…

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…

Jason Dockery

With over 15 years in the banking industry and a strong educational background in information technology, I bring a unique blend of financial knowledge and technological acumen as an investment adv…

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…

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…

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…

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…

Sari “Mak” Maksad

I was born in Aley, Lebanon, a small country which is considered dangerous to most, but my home nonetheless and I lived there for the first decade of my life. I have brave parents. They saw an oppo…

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 Ti…

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…