Louis Rendemonti

What does your dream retirement look like?Schedule a meeting with Lou to move towards your dreams today Louis F. Rendemonti, ChFC, has been a financial advisor for over 30 years. He specializes in working with closely held business owners in the area of succession and exit planning. He also works in the retirement area advising … Continued
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Cody Hevener

Cody with his father and brothers at the Navy Pier in Chicago What does your dream retirement look like?Schedule a meeting with Cody to move towards your dreams today I am originally from south of Richmond, Virginia, but I transplanted north of Charlotte after graduating from Virginia Tech with an education in personal financial planning. … Continued
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Trip Lawrence

Trip Lawrence and his family What does your dream retirement look like?Schedule a meeting with Trip to move towards your dreams today Trip comes to SmartPro Financial after a decade of providing service in the insurance industry. During that time, Trip was focused on helping put people’s lives back together after they suffered damage or … Continued
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Pete Gauthier

What does your dream retirement look like?Schedule a meeting with Pete to move towards your dreams today Pete Gauthier is a registered representative with more than 20 years of experience in retirement planning, including investing and insurance. Pete has been a Dave Ramsey SmartVestor Pro for over 7 years, in multiple territories and licensed in numerous states … Continued
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Lisa Calloway

What does your dream retirement look like?Schedule a meeting with Lisa to move towards your dreams today A personal approach to investing Lisa R. Calloway, MBA, Wealth Advisor With fourteen years of experience in financial services, I am dedicated to helping individuals meet their financial needs by developing investment plans around their long-term goals and … Continued
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Jake Williams

Jake Williams and his family What does your dream retirement look like?Schedule a meeting with Jake to move towards your dreams today Jake Williams and his family have been following Dave Ramsey’s common-sense approach plan for 5 years now. It is because of the impact it has had on Jakes life and marriage that he … Continued
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David Roberts

David Roberts and his family What does your dream retirement look like?Schedule a meeting with David to move towards your dreams today David married his wife, Teresa, in 1991 while they were both still in college. Their parents and schools had not prepared them to manage money, so some typical mistakes were made early in … Continued
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Joshiwa Graham

Chris Hogan and Joshiwa Graham Joshiwa Graham and his family What does your dream retirement look like?Schedule a meeting with Joshiwa to move towards your dreams today Joshiwa is a Registered Representative, licensed Insurance Agent and Financial Coach. He focuses on helping clients achieve their goals and objectives using a written investment and financial plan. … Continued
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Anu Brookins

What does your dream retirement look like?Schedule a meeting with Anu to move towards your dreams today 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 self-proclaimed nerd, … Continued
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Douglas McCall

Doug and his wife What does your dream retirement look like?Schedule a meeting with Doug to move towards your dreams today As an independent financial advisor, Douglas McCall believes his primary job is to teach people how investing works and empower them to make their own decisions. Being a retired teacher, Doug has a passion … Continued
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