Welcome to the AFCPE® certified professional search! Our goal is to connect you with a financial professional who has both the education and experience to help with your unique financial situation.
There are several ways to use the AFCPE professional search.
- Search by State
- Search by State & Area of Expertise
- If you are looking for virtual counseling, search by Area of Expertise only. Professionals indicate in their profile whether they provide virtual counseling.
If you have questions or need additional assistance, please email certification@afcpe.org.
Find a Certified Professional
Barbara Gorrell
Providing Local Counseling
Not Providing Virtual Counseling
- Certifications
- AFC
- Job Title
- Financial Counselor
- Organization
- Collaborative Support Programs of NJ
- Areas of Work
- Non-Profit Organization
- Years of Experience
- 8
- Areas of Expertise
- Addressing Income Related Events, Basic Money Management, Couples/Families, Credit, Debt Management, Financial Issues Related to Aging or Caring for an Aging Adult, Military, Personal Finance Education, Relationship Issues Around Money
- Contact Information
- Eatontown, NJ
- Phone: 732-389-8926
- Email: bgorr1204@comcast.net
Mark Miller
Not Providing Local Counseling
Not Providing Virtual Counseling
- Certifications
- AFC
- Job Title
- Financial Coach
- Organization
- Zeiders
- Areas of Work
- Military
- Years of Experience
- 6
- Areas of Expertise
- Basic Money Management, Behavioral Issues, Credit, Debt Management, Military, Personal Finance Education, Retirement, Transitions
Linda Moore
Not Providing Local Counseling
Not Providing Virtual Counseling
- Certifications
- AFC
- Areas of Work
- Academia, Practitioner, Non-Profit Organization
- Areas of Expertise
- Addressing Income Related Events, Basic Money Management, Behavioral Issues, Business, Couples/Families, Credit, Debt Management, Family Business, Financial Issues Related to Aging or Caring for an Aging Adult, Housing, Insurance, Navigating Choices, Personal Finance Education, Relationship Issues Around Money, Retirement, Transitions
Thomas Geraghty Jr
Providing Local Counseling
Providing Virtual Counseling
- Certifications
- AFC
- Job Title
- Partner
- Organization
- Stonegate Wealth Management
- Areas of Work
- Practitioner
- Areas of Expertise
- Addressing Income Related Events, Basic Money Management, Business, Couples/Families, Debt Management, Family Business, Financial Issues Related to Aging or Caring for an Aging Adult, Insurance, Navigating Choices, Personal Finance Education, Relationship Issues Around Money, Retirement
- Contact Information
- Oakland, NJ
- Phone: 201791-0085
- Website: http://www.stonegatewealth.com
- Email: tomg@stonegatewealth.com
Cardel Locke
Not Providing Local Counseling
Not Providing Virtual Counseling
- Certifications
- AFC
- Areas of Work
- Military
- Areas of Expertise
- Addressing Income Related Events, Basic Money Management, Couples/Families, Credit, Debt Management, Financial Issues Related to Aging or Caring for an Aging Adult, Housing, Insurance, Military, Personal Finance Education, Retirement, Transitions
Christopher Martin
Not Providing Local Counseling
Not Providing Virtual Counseling
- Certifications
- AFC
- Job Title
- Financial Coach
- Organization
- Armed Forces Services Corporation
- Areas of Work
- Other
- Years of Experience
- 2
- Areas of Expertise
- Addressing Income Related Events, Basic Money Management, Credit, Debt Management, Housing, Military, Personal Finance Education, Relationship Issues Around Money, Retirement, Transitions
Barry Wilkinson
Providing Local Counseling
Not Providing Virtual Counseling
- Certifications
- AFC
- Job Title
- President
- Organization
- Boots & Suits United
- Areas of Work
- Practitioner, Non-Profit Organization
- Areas of Expertise
- Addressing Income Related Events, Basic Money Management, Behavioral Issues, Couples/Families, Credit, Debt Management, Housing, Insurance, Military, Navigating Choices, Personal Finance Education, Relationship Issues Around Money, Retirement, Transitions
- Contact Information
- Bellevue, NE
- Phone: 402-212-3505
- Email: blwbass1@cox.net
Kevin Dowell
Not Providing Local Counseling
Not Providing Virtual Counseling
- Certifications
- AFC
- Job Title
- Community Readiness Consultant
- Organization
- Air Force
- Areas of Work
- Government, Military
- Years of Experience
- 14
- Areas of Expertise
- Basic Money Management, Behavioral Issues, Couples/Families, Credit, Debt Management, Housing, Insurance, Military, Personal Finance Education, Relationship Issues Around Money, Retirement, Transitions
Michael Dunn

Not Providing Local Counseling
Not Providing Virtual Counseling
- Certifications
- AFC
- Job Title
- Community Readiness Consultant
- Organization
- Air Force
- Areas of Work
- Military
- Years of Experience
- 12
- Areas of Expertise
- Basic Money Management, Couples/Families, Credit, Debt Management, Military, Navigating Choices, Personal Finance Education, Relationship Issues Around Money, Transitions
Lani Swanson
Not Providing Local Counseling
Not Providing Virtual Counseling
- Certifications
- AFC
- Organization
- Nebraska Wesleyan University
- Areas of Work
- Academia
Linda Butcher lindabutcher.lb@gmail.com
Not Providing Local Counseling
Not Providing Virtual Counseling
- Certifications
- AFC
- Job Title
- Financial Aid Counselor/Assistant Registrar
- Organization
- Doane University
- Years of Experience
- 23
Dean Obenauer Mr.
Not Providing Local Counseling
Not Providing Virtual Counseling
- Certifications
- AFC
- Job Title
- Assistant Director of Financial Aid
- Organization
- Creighton University
- Areas of Work
- Academia
- Years of Experience
- 30
- Areas of Expertise
- Basic Money Management, Credit, Debt Management, Personal Finance Education
Bill Kohl
Not Providing Local Counseling
Not Providing Virtual Counseling
- Certifications
- AFC
- Job Title
- VP
- Organization
- NSLP
Janet Dodson
Not Providing Local Counseling
Not Providing Virtual Counseling
- Certifications
- AFC
- Job Title
- Adjunct
- Organization
- Doane College
- Areas of Work
- Academia
- Years of Experience
- 15
- Areas of Expertise
- Behavioral Issues
Catherine Herzberg
Not Providing Local Counseling
Not Providing Virtual Counseling
- Certifications
- AFC
- Job Title
- Financial Aid Operations Director
- Organization
- Inceptia
- Areas of Work
- Non-Profit Organization
- Years of Experience
- 30
Kristin Loostrom
Providing Local Counseling
Providing Virtual Counseling
- Certifications
- AFC
- Job Title
- Financial Planner
- Organization
- Kristin Loostrom
- Areas of Work
- Practitioner
- Years of Experience
- 5
- Areas of Expertise
- Addressing Income Related Events, Basic Money Management, Behavioral Issues, Business, Couples/Families, Credit, Debt Management, Family Business, Insurance, Navigating Choices, Personal Finance Education, Relationship Issues Around Money, Retirement, Transitions
- Contact Information
- Gothenburg, NE
- Phone: 308-537-3791
- Email: kloostrom@gmail.com
Jeff Cavallo
Providing Local Counseling
Providing Virtual Counseling
- Certifications
- AFC
- Job Title
- Personal Financial Counselor
- Organization
- Zeiders Enterprises
- Areas of Work
- Military
- Years of Experience
- 1
- Areas of Expertise
- Basic Money Management, Credit, Debt Management, Insurance, Military, Navigating Choices, Personal Finance Education
- Contact Information
- Ashland, NE
- Phone: 402-521-0217
- Email: jeff.cavallo@gmail.com
Megan Patel
Not Providing Local Counseling
Not Providing Virtual Counseling
- Certifications
- AFC
- Job Title
- Program Coordinator
- Organization
- University of Nebraska-Lincoln
- Areas of Work
- Academia
- Years of Experience
- 4
- Areas of Expertise
- Addressing Income Related Events, Basic Money Management, Couples/Families, Credit, Debt Management, Navigating Choices, Personal Finance Education, Relationship Issues Around Money, Retirement, Transitions
Jack Hogston
Not Providing Local Counseling
Not Providing Virtual Counseling
- Certifications
- AFC, FFC
- Areas of Work
- Government
- Areas of Expertise
- Basic Money Management, Credit, Debt Management, Military, Personal Finance Education, Transitions
Kristen Rogers
Not Providing Local Counseling
Not Providing Virtual Counseling
- Certifications
- AFC
- Job Title
- Financial Coach
- Organization
- Armed Forces Services Corporation
- Areas of Work
- Other
- Areas of Expertise
- Basic Money Management, Credit, Debt Management, Military, Personal Finance Education, Transitions
Virginia Powell
Not Providing Local Counseling
Not Providing Virtual Counseling
- Certifications
- AFC
- Job Title
- Program Coordinator
- Organization
- Family Housing Advisory Services
- Areas of Work
- Non-Profit Organization
- Years of Experience
- 20
- Areas of Expertise
- Addressing Income Related Events, Debt Management, Personal Finance Education
April Berggren-Batts (Meza)

Providing Local Counseling
Providing Virtual Counseling
- Certifications
- AFC
- Job Title
- Personal FInancial Counselor
- Organization
- Zeiders Enterprises
- Areas of Work
- Military
- Years of Experience
- 5
- Areas of Expertise
- Addressing Income Related Events, Basic Money Management, Couples/Families, Credit, Debt Management, Housing, Military, Navigating Choices, Personal Finance Education, Relationship Issues Around Money, Retirement, Transitions
- Contact Information
- Grand Forks , ND
- Phone: 701-740-1997
- Email: skylids@hotmail.com
Rita Ussatis
Not Providing Local Counseling
Not Providing Virtual Counseling
- Certifications
- AFC
- Job Title
- Extension Agent
- Organization
- North Dakota State University Extension
- Areas of Work
- Academia
- Years of Experience
- 28
Samantha Roth
Not Providing Local Counseling
Not Providing Virtual Counseling
- Certifications
- AFC
- Job Title
- Education and Programming Lead
- Organization
- Holden Village
- Areas of Work
- Academia, Non-Profit Organization
- Years of Experience
- 10
- Areas of Expertise
- Basic Money Management, Financial Issues Related to Aging or Caring for an Aging Adult, Financial Issues Related to Disabilities and Caring for a Child or Adult with Disabilities, Personal Finance Education
Crystal Schaunaman
Not Providing Local Counseling
Not Providing Virtual Counseling
- Certifications
- AFC
- Organization
- North Dakota State University Extension Service
Ellen Bjelland
Not Providing Local Counseling
Not Providing Virtual Counseling
- Certifications
- AFC
- Job Title
- Extension Agent | FCS
- Organization
- NDSU Extension Service
- Areas of Work
- Government
- Years of Experience
- 30
Cheryl Vedvig
Not Providing Local Counseling
Not Providing Virtual Counseling
- Certifications
- AFC
- Job Title
- Community Readiness Consultant
- Organization
- Airman & Family Readiness
- Areas of Work
- Military
- Years of Experience
- 10
- Areas of Expertise
- Basic Money Management, Behavioral Issues, Credit, Debt Management, Housing, Military, Navigating Choices, Personal Finance Education, Relationship Issues Around Money, Retirement, Transitions
Brittany Brown
Not Providing Local Counseling
Not Providing Virtual Counseling
- Certifications
- AFC
- Job Title
- Case Manager
- Organization
- Community Action Partnership North Dakota - Region 8
- Areas of Work
- Non-Profit Organization, Other
- Years of Experience
- 4
- Areas of Expertise
- Basic Money Management, Navigating Choices, Personal Finance Education
Carrie Johnson

Not Providing Local Counseling
Not Providing Virtual Counseling
- Certifications
- AFC
- Job Title
- Assistant Professor / Personal & Family Finance Extension Specialist
- Organization
- North Dakota State University
- Areas of Work
- Academia
- Years of Experience
- 5
- Areas of Expertise
- Basic Money Management, Credit, Debt Management, Insurance, Personal Finance Education, Transitions
Rebecca Walen

Providing Local Counseling
Providing Virtual Counseling
- Certifications
- AFC
- Job Title
- SVP | Senior Wealth Management Advisor
- Organization
- Bell Bank
- Areas of Work
- Practitioner
- Years of Experience
- 20
- Areas of Expertise
- Addressing Income Related Events, Business, Couples/Families, Family Business, Financial Issues Related to Aging or Caring for an Aging Adult, Financial Issues Related to Disabilities and Caring for a Child or Adult with Disabilities, Insurance, Relationship Issues Around Money, Retirement, Transitions
- Contact Information
- Fargo, ND
- Phone: 701-866-8192
- Website: http://www.bellbanks.com
- Email: beckywalen@live.com
Meredith Harrison
Not Providing Local Counseling
Not Providing Virtual Counseling
- Certifications
- AFC
- Organization
- SECU
- Areas of Expertise
- Basic Money Management, Business, Credit, Debt Management, Financial Issues Related to Aging or Caring for an Aging Adult, Financial Issues Related to Disabilities and Caring for a Child or Adult with Disabilities, Housing, Insurance, Retirement
David Kendall
Not Providing Local Counseling
Not Providing Virtual Counseling
- Certifications
- AFC
- Areas of Work
- Practitioner
- Years of Experience
- 5
- Areas of Expertise
- Basic Money Management, Couples/Families, Credit, Debt Management, Housing, Military, Personal Finance Education, Relationship Issues Around Money, Retirement, Transitions
Jeffrey Mercer
Not Providing Local Counseling
Not Providing Virtual Counseling
- Certifications
- AFC
- Organization
- State Employees Credit Union
- Areas of Expertise
- Addressing Income Related Events, Basic Money Management, Couples/Families, Credit, Debt Management, Housing, Insurance, Navigating Choices, Personal Finance Education, Retirement, Transitions
Karen Deweese
Not Providing Local Counseling
Not Providing Virtual Counseling
- Certifications
- AFC
- Job Title
- Financial Services Offier III
- Organization
- SECU
- Years of Experience
- 11
- Areas of Expertise
- Addressing Income Related Events, Basic Money Management, Credit, Debt Management, Financial Issues Related to Aging or Caring for an Aging Adult, Financial Issues Related to Disabilities and Caring for a Child or Adult with Disabilities, Housing, Insurance, Personal Finance Education, Retirement, Transitions
Dayla Dawson
Not Providing Local Counseling
Not Providing Virtual Counseling
- Certifications
- AFC
- Organization
- SECU
- Areas of Expertise
- Basic Money Management, Credit, Debt Management, Financial Issues Related to Disabilities and Caring for a Child or Adult with Disabilities, Insurance, Personal Finance Education, Retirement
Brittany Dale
Not Providing Local Counseling
Not Providing Virtual Counseling
- Certifications
- AFC
- Job Title
- Senior Financial Services Officer
- Organization
- SECU
- Areas of Work
- Non-Profit Organization
- Years of Experience
- 4
ROLLIN WARREN
Not Providing Local Counseling
Not Providing Virtual Counseling
- Certifications
- AFC
- Job Title
- FINANCIAL SERVICES OFFICER
- Organization
- SECU
- Areas of Work
- Non-Profit Organization
- Years of Experience
- 10
- Areas of Expertise
- Addressing Income Related Events, Basic Money Management, Business, Couples/Families, Credit, Debt Management, Financial Issues Related to Aging or Caring for an Aging Adult, Financial Issues Related to Disabilities and Caring for a Child or Adult with Disabilities, Housing, Insurance, Navigating Choices, Personal Finance Education, Relationship Issues Around Money, Retirement, Transitions
Stephen Mickler
Not Providing Local Counseling
Not Providing Virtual Counseling
- Certifications
- AFC
- Organization
- SECU
- Years of Experience
- 13
- Areas of Expertise
- Basic Money Management, Couples/Families, Credit, Debt Management, Housing, Insurance, Personal Finance Education, Retirement
Terry Thomas
Not Providing Local Counseling
Not Providing Virtual Counseling
- Certifications
- AFC
- Job Title
- Financial Services Representative II
- Organization
- SECU
- Areas of Work
- Non-Profit Organization
- Years of Experience
- 12
- Areas of Expertise
- Basic Money Management, Couples/Families, Credit, Debt Management, Financial Issues Related to Aging or Caring for an Aging Adult, Financial Issues Related to Disabilities and Caring for a Child or Adult with Disabilities, Insurance, Navigating Choices, Personal Finance Education, Retirement
Kyle Clayton
Not Providing Local Counseling
Not Providing Virtual Counseling
- Certifications
- AFC
- Organization
- SECU
- Areas of Expertise
- Addressing Income Related Events, Basic Money Management, Couples/Families, Credit, Debt Management, Housing, Insurance, Personal Finance Education, Retirement
Matthew Clark
Not Providing Local Counseling
Not Providing Virtual Counseling
- Certifications
- AFC
- Organization
- SECU
- Areas of Expertise
- Addressing Income Related Events, Basic Money Management, Couples/Families, Credit, Debt Management, Financial Issues Related to Aging or Caring for an Aging Adult, Financial Issues Related to Disabilities and Caring for a Child or Adult with Disabilities, Housing, Insurance, Navigating Choices, Personal Finance Education, Relationship Issues Around Money, Retirement, Transitions
Jeremy Crawley
Not Providing Local Counseling
Not Providing Virtual Counseling
- Certifications
- AFC
- Organization
- SECU
- Areas of Expertise
- Basic Money Management, Credit, Debt Management, Housing, Insurance, Personal Finance Education, Retirement
Donna Dewhurst
Not Providing Local Counseling
Not Providing Virtual Counseling
- Certifications
- AFC
- Organization
- SECU
Taylor Violette
Not Providing Local Counseling
Not Providing Virtual Counseling
- Certifications
- AFC
- Job Title
- Financial Services Officer
- Organization
- SECU
- Years of Experience
- 2
- Areas of Expertise
- Credit, Debt Management, Housing, Insurance, Personal Finance Education
Justin Locker
Not Providing Local Counseling
Not Providing Virtual Counseling
- Certifications
- AFC
- Organization
- SECU
Tabitha Joyner
Not Providing Local Counseling
Not Providing Virtual Counseling
- Certifications
- AFC
- Job Title
- Senior FSO
- Organization
- State Employees' Credit Union
- Areas of Work
- Non-Profit Organization
- Years of Experience
- 8
- Areas of Expertise
- Addressing Income Related Events, Basic Money Management, Couples/Families, Credit, Debt Management, Financial Issues Related to Aging or Caring for an Aging Adult, Housing, Insurance, Navigating Choices, Personal Finance Education, Retirement, Transitions
Tyler Barnett
Not Providing Local Counseling
Not Providing Virtual Counseling
- Certifications
- AFC
- Job Title
- FSO 3
- Organization
- State Employees Credit Union
- Years of Experience
- 3
Brenda Jump
Not Providing Local Counseling
Not Providing Virtual Counseling
- Certifications
- AFC
- Job Title
- Sr. Financial Services Officer II
- Organization
- State Employees' Credit Union
- Areas of Work
- Academia, Non-Profit Organization
- Years of Experience
- 15
- Areas of Expertise
- Addressing Income Related Events, Basic Money Management, Behavioral Issues, Couples/Families, Credit, Debt Management, Financial Issues Related to Aging or Caring for an Aging Adult, Housing, Insurance, Navigating Choices, Personal Finance Education, Relationship Issues Around Money, Retirement, Transitions
Debbi Leptich
Not Providing Local Counseling
Not Providing Virtual Counseling
- Certifications
- AFC
- Job Title
- Financial Services Representative
- Organization
- State Employees' Credit Union
- Years of Experience
- 2
Joycelyn Stokes
Not Providing Local Counseling
Not Providing Virtual Counseling
- Certifications
- AFC