Our Advisors

Sudden Money Institute has advisors all over the United States available to help you through transition. Review the list below for an Advisor in your area.
For more information on each of our advisor levels please hover your mouse over the desired tag:
Held out to the public as a member of the elite SMI Advisor community, based on the successful completion of Core Training and Coaching with Susan Bradley, Founder of SMI. Distinguished as the seasoned SMI Advisor committeed to deepening skills and having met the requirements of the curriculum and peer review approval. The next intended level of development is the SMI Masters Track open to advisors completing Core and Advanced Training. This group maintains a high standard of client care delivered with a level of professional competencies unique in the financial services industry and the financial planning profession.Certified Financial Transitionist™

Alabama

No Entries Found

Alaska

No Entries Found

Arizona

Arkansas

No Entries Found

California

Colorado

  • Dan Foley (970) 879-1670
    – Sleeping Giant Financial Services, Steamboat Springs
  • Sacha Millstone (303) 402-6907
    – Raymond James & Associates, Inc., Boulder

Connecticut

D.C.

No Entries Found

Delaware

Florida

Georgia

  • Anna Hart 888-769-9149
    – Temenos Advisory, St. Simons Island
  • Brian Henderson, CFP® 404-260-0710
    – The Keystone Financial Alliance, Atlanta
  • Morris Henderson, CFP® 404-260-0710
    – The Keystone Financial Alliance, Atlanta
  • Lewis Walker 770-441-2603
    – Walker Capital Management; Life Transitions Advisors, LLC, Peachtree Corners

Hawaii

No Entries Found

Idaho

No Entries Found

Illinois

Indiana

  • Chris Godfrey (574) 237-9000
    – Godfrey Law Offices, South Bend
  • Richard L. Randall (800) 638-8681
    – National Network of Estate Planning Attorneys, Indianapolis

Iowa

No Entries Found

Kansas

No Entries Found

Kentucky

No Entries Found

Louisiana

No Entries Found

Maine

No Entries Found

Maryland

  • Martin Hopkins (410)757-7981
    – Hopkins Financial Management LLC, Annapolis

Massachusetts

    • Joan Gagnon (781) 344-1023 X118
      – Genesis Wealth Advisors, LLC, Stoughton

Michigan

Minnesota

Mississippi

No Entries Found

Missouri

No Entries Found

Montana

No Entries Found

Nebraska

No Entries Found

Nevada

No Entries Found

New Hampshire

New Jersey

New Mexico

No Entries Found

New York

North Carolina

No Entries Found

North Dakota

No Entries Found

Ohio

Oklahoma

No Entries Found

Oregon

Pennsylvania

Rhode Island

South Carolina

No Entries Found

South Dakota

Tennessee

Texas

Utah

Vermont

  • Josh Patrick (802) 846-1264
    – Stage 2 Planning Partners, South Burlington

Virginia

Washington

No Entries Found

West Virginia

No Entries Found

Wisconsin

No Entries Found

Wyoming

No Entries Found

International Advisors

Australia

Canada

India

Other Locations

No Entries Found