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 ….
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…
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…
Hunter Schultz
Clarity and simplicity are the foundation of every strong financial plan. Most people don’t need a complex strategy—they need a clear guide who helps them stay on track and make confident decisions…
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…
Kevin Hughes
For the past 15 years I’ve served as a student pastor and missions director in Roanoke, VA. I also co-founded a nonprofit in the Dominican Republic that works in some of the poorest villages in San P…
Natasha Bohn
Money impacts every part of your life including your freedom, your peace, your relationships, and your future. But most people were never taught how to manage it well. That is where I come in. I help…
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…
Sam Petersen
As a Series 65 licensed, fee-based financial advisor and SmartVestor Pro, I operate as a true fiduciary — legally and ethically bound to act in your best interest, free from commission-driven conflic…
Sari “Mak” Maksad
Hi, I’m Mak—Financial Advisor, Veteran, and Someone Who Truly Gets It. I was born in Aley, Lebanon—a small but vibrant country often seen as dangerous by outsiders but deeply loved by those who call…
Shannon Wyatt
As a Financial Advisor and SmartVestor Pro, I love helping individuals and families achieve financial freedom. Drawing on my background as a Ramsey Solutions Master Financial Coach and my personal de…