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Doug Root

With his Master’s Degree in Education, Doug was instrumental in bringing the Dave Ramsey Foundations in Personal Finance for High School Students curriculum into the school where he taught for seve…

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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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Tony Root

As an independent investment advisor, I believe that financial planning is far more than just investing. Education plays a vital role in the process. I strive to educate my clients as I use Dave Ra…

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