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 Mastery 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.
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 Mastery 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.
Alabama
No Entries Found
Alaska
No Entries Found
Arizona
No Entries Found
Arkansas
No Entries Found
California
- Michelle Christison (888) 446-9551 x 101
– Bloom Financial Solutions, LLC, Davis - Bob Greenberg, CFP® 949-428-9696
– R.S. Crum Inc., Newport Beach - Traci Kaas, CSSC (714) 335-4977
– Kaas Settlement Consulting, Irvine - Rick Kagawa, CFP® (714) 903-2400
– Capital Resources and Insurance, Inc., Huntington Beach - William Pitney, CFP® (650) 684-1199
– Focus You, Foster City - Carmen Gunther, CFA, CFP® (530) 746-0513
– Bloom Financial Solutions, LLC, Davis
Colorado
No Entries Found
Connecticut
- Jan Johnson, CFP® (860) 647-7795
– Financial Planner, Manchester - George L. Taylor (888) 769-9149
– Temenos Inc., Litchfield
D.C.
- Beth Jones, RLP®, AIF® (202) 667-2266
– Third Eye Associates, Ltd., Washington
Delaware
- Joan Sharp, CFP® (302) 324-5363
– Life Strategies LLC, New Castle
Florida
- Anne Bedinger, CFP® (561) 981-3661
– Raymond James & Associates, Inc., Boca Raton - Susan Bradley, CFP®, Founder (561) 776-6209
– Sudden Money Institute, Palm Beach Gardens - Kathleen Day, CFP® CFA (305) 274-1600
– The Enrichment Group, Miami - John Fulton, CIMA (561) 659 9500
– UBS, Palm Beach - Bert Livingston (904) 296-3300 x 5021
– National Financial Services Group, Jacksonville - Edward Lubell (561) 659-9612
– UBS, Palm Beach - Kathleen Rehl, CFP® (813)949-0026
– Rehl Financial Advisors, Land O’Lakes - Judi Snyder (800) 889-1841
– JP Snyder, Inc., Safety Harbor - Cary Stamp, CFP®, CDFA™ (561)208-8333
– Cary Stamp and Company, Tequesta - Jerad Waggy, CFP® (305) 274-1600
– The Enrichment Group, Miami - Carl Watkins, CFP®, CDFA™ (561)208-8308
– Cary Stamp and Company, Tequesta - Stephen Wright, CFP® (305) 274-1600
– The Enrichment Group, Miami
Georgia
- Brian Henderson, CFP® (800) 221-3922
– Raymond James & Associates, Atlanta - Morris Henderson, CFP® (770) 952-1345
– The Keystone Financial Alliance of RJA, Atlanta
Hawaii
No Entries Found
Idaho
No Entries Found
Illinois
- Eric Kies, CFP® (309) 797-4030
– The Planning Center, Moline - Marty Martin (312) 664-4090
– Aequus Wealth Management Resources, Chicago - Michelle Maton, CFP® (312) 664-4090
– Aequus Wealth Management Resources, Chicago - Cicily Maton, CFP® (312) 664-4090
– Aequus Wealth Management Resources, Chicago - Matt Siversten, CFP® (309) 797-4030
– The Planning Center, Moline
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, CFP® (508) 339-8339
– Gagnon Wealth Management, LLC, Mansfield
Michigan
No Entries Found
Minnesota
- Naomi Kowalik, JD, CLU®, ChFC®, CLTC, CFP®, CMFC (320) 257-8888
– Kowalik & Associates LLC, Sauk Rapids
Mississippi
No Entries Found
Missouri
No Entries Found
Montana
No Entries Found
Nebraska
No Entries Found
Nevada
- Jamie Cooke, CLU, ChFC, CDFA 775-825-3001
– MC2 Wealth Solutions, LLC, Reno
New Hampshire
- Kristina George, CPA, CFP® (603)458-2776
– Northstar Financial Planning, Inc., Windham - Robin Young, CFP® (603) 458-2776
– Northstar Financial Planning, Inc, Windham
New Jersey
- Norm Politziner, CFP® (732) 296-9355
– NJP Associates, Highland Park
New Mexico
No Entries Found
New York
- Judy Haselton, CFP® 212-677-6100
– Harmony Financial Advisors, New York - Beth Jones, RLP®, AIF® (212) 787-4292
– Third Eye Associates, Ltd., New York - Beth Jones, RLP®, AIF® (845)752-2216
– Third Eye Associates, Ltd., Red Hook - Anja Luesink, MBA CFP® RLP® 212-405-1609
– Luesink Financial Planning LLC, New York - Kathleen Roth, CFP® (585) 586-5640
– Waterstone Partners, Pittsford - Clare Stenstrom, CFP® (845) 855-1590
– Bourne Stenstrom Capital Management, Inc., Pawling
North Carolina
No Entries Found
North Dakota
No Entries Found
Ohio
- Christine Carleton, CFP 513-771-7222
– The Asset Advisory Group, Cincinnati - Dan L. Hypes, CFP® (937) 438-8000
– LifePlan Financial Group, Inc., Dayton - Tyrone Phillippi, CFP® (937) 438-8000
– LifePlan Financial Group, Inc., Dayton
Oklahoma
No Entries Found
Oregon
- Stacy Rerick, CFP® (503) 274-4224
– Security First Advisors, Portland - Evan Russell, CFP® (503) 274-4224
– Security First Advisors, Portland - Ron Wilkinson, CFP® (503) 274-4224
– Security First Advisors, Portland
Pennsylvania
- Michael Karwic, CFP® 610-717-0585
– Iron Valley Wealth Management, Chester Springs
Rhode Island
No Entries Found
South Carolina
No Entries Found
South Dakota
- Julie Martinez, CFP® (605) 342-8840
– Purple Wealth, LLC, Rapid City
Tennessee
- Robert Bolen, CFP® (615) 242-3808
– Envision Wealth Planning, Brentwood
Texas
- Tom Chancellor, CFP® (817) 744-8450
– Teak Tree Capital Management, Ft. Worth - Joy D. Kirsch, CFP® (800) 242-9480
– Kirsch & Associates, Dallas
Utah
- Kathleen Roth, CFP® (585) 586-5641
– Waterstone Partners, Salt Lake City
Vermont
- Josh Patrick (802) 846-1264
– Stage 2 Planning Partners, South Burlington
Virginia
- Jan Conner, CFP® (703) 293-3722
– BB&T Wealth Management, Fairfax - Peggy Frye, CFP® 540-229-1957
– Glenayr Wealth Advisors, Madison - Peggy Frye, CFP® (540) 229-1957
– Glenayr Wealth Advisors LLC, Brightwood - Lisa Kirchenbauer, CFP®, RLP® (703) 387-0919
– Omega Wealth Management, Arlington
Washington
No Entries Found
West Virginia
No Entries Found
Wisconsin
No Entries Found
Wyoming
No Entries Found
International Advisors
Australia
- Peter Budge 03 9510 5400
– Security National Financial Services Pty Ltd, - Clare Stenstrom, CFP® 917-338-7016
– Bourne Stenstrom Capital Management, Inc.,
Other Locations
No Entries Found