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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…

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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…

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Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, member FINRA/SIPC. Please reference your advisor's specific bio page on this website, for specific states they are licensed as Registered Representatives in. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and SmartPro Financial are not affiliated. For Advisory services, this communication is strictly intended for individuals residing in the states of AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY.