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.

  1. Search by State
  2. Search by State & Area of Expertise
  3. 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

Carolyn Bird

300x300
 Not Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Organization
  • North Carolina State University/OSD

Kyle Marks

300x300
 Not Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Sr Financial Services Officer
  • Organization
  • SECU
  • Years of Experience
  • 10
  • 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, Personal Finance Education, Relationship Issues Around Money, Retirement

Blake Strickland

300x300
 Not Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Organization
  • SECU
  • Areas of Expertise
  • Addressing Income Related Events, Basic Money Management, Credit, Debt Management, Financial Issues Related to Aging or Caring for an Aging Adult, Housing, Insurance, Navigating Choices, Personal Finance Education, Retirement

Matthew Hamilton

300x300
 Not Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Organization
  • SECU
  • Areas of Work
  • Non-Profit Organization
  • Years of Experience
  • 13
  • Areas of Expertise
  • Basic Money Management, Behavioral Issues, Business, Couples/Families, Debt Management, Housing, Insurance, Navigating Choices, Relationship Issues Around Money, Retirement

Jonathan Flora

300x300
 Not Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Senior Administrative Officer
  • Organization
  • SECU
  • Areas of Work
  • Non-Profit Organization
  • Years of Experience
  • 9
  • Areas of Expertise
  • Basic Money Management, Business, Couples/Families, Credit, Debt Management, Housing, Insurance, Navigating Choices, Retirement, Transitions

Shannon Whitley

300x300
 Not Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Vice President/City Officer
  • Organization
  • SECU
  • Years of Experience
  • 30
  • Areas of Expertise
  • Addressing Income Related Events, Basic Money Management, Credit, Debt Management, Housing, Insurance, Personal Finance Education, Retirement

Terrie Reich

300x300
 Not Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Organization
  • SECU
  • Areas of Expertise
  • Credit, Debt Management, Personal Finance Education

Ryan Rowe

300x300
 Not Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Organization
  • SECU
  • 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

Jonathan Jones

300x300
 Not Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Investment Analytics Specialist
  • Organization
  • SECU
  • Areas of Work
  • Non-Profit Organization
  • Years of Experience
  • 13
  • Areas of Expertise
  • Basic Money Management, Behavioral Issues, Credit, Debt Management, Housing, Insurance, Personal Finance Education, Retirement

Jamahal Singh

300x300
 Not Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Organization
  • SECU
  • Areas of Expertise
  • Addressing Income Related Events, Basic Money Management, Credit, Debt Management, Insurance, Retirement

Robert Werner

300x300
 Not Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Organization
  • SECU
  • Years of Experience
  • 5
  • Areas of Expertise
  • Basic Money Management, Credit, Debt Management, Housing, Insurance, Personal Finance Education

Danielle Godley

300x300
 Not Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Sr. Financial Service Officer
  • Organization
  • SECU
  • Years of Experience
  • 3
  • Areas of Expertise
  • Addressing Income Related Events, Basic Money Management, Credit, Debt Management, Housing, Insurance, Personal Finance Education

Jennifer Herman

300x300
 Not Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Organization
  • SECU
  • Years of Experience
  • 8
  • Areas of Expertise
  • Addressing Income Related Events, Basic Money Management, Credit, Debt Management, Housing, Insurance, Retirement

Ashleigh Andersen

300x300
 Not Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Organization
  • SECU
  • Years of Experience
  • 5

Kristina Hamilton

300x300
 Not Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Sr FSO
  • Organization
  • SECU
  • Areas of Work
  • Non-Profit Organization
  • Years of Experience
  • 11
  • 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, Personal Finance Education, Retirement

Quentin Winstead

300x300
 Not Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Organization
  • SECU
  • Areas of Expertise
  • Addressing Income Related Events, Basic Money Management, Credit, Debt Management, Housing, Relationship Issues Around Money

Marleena Norris

300x300
 Not Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Organization
  • SECU
  • Years of Experience
  • 2

Laurel Ullman

300x300
 Not Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Organization
  • SECU
  • Areas of Expertise
  • Basic Money Management, Credit, Debt Management, Personal Finance Education

Irma Coppola Isleem

300x300
 Not Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Organization
  • SECU
  • Areas of Expertise
  • Addressing Income Related Events, Basic Money Management, Behavioral Issues, 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, Military, Navigating Choices, Relationship Issues Around Money, Retirement, Transitions

Tiffany White

300x300
 Not Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Organization
  • SECU

Keri Grzeslo

300x300
 Not Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Senior Loan Compliance Specialist
  • Organization
  • SECU
  • Years of Experience
  • 7
  • Areas of Expertise
  • Addressing Income Related Events, Basic Money Management, Credit, Debt Management, Financial Issues Related to Aging or Caring for an Aging Adult, Housing, Insurance, Navigating Choices, Personal Finance Education, Retirement, Transitions

Alexander Rodgers

300x300
 Not Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Organization
  • SECU

Andy Arledge

300x300
 Not Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Organization
  • SECU
  • Areas of Expertise
  • Credit

Timothy Rauscher

300x300
 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

Allison Pugh

300x300
 Not Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Organization
  • SECU
  • Areas of Expertise
  • Basic Money Management, Credit, Debt Management, Personal Finance Education

Patricia Frese

300x300
 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, Relationship Issues Around Money, Retirement

Nichole Romney

300x300
 Not Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Organization
  • SECU
  • Areas of Expertise
  • Basic Money Management, Credit, Debt Management, Personal Finance Education

Shamyra Vanterpool

300x300
 Not Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Organization
  • SECU

Kirsten Figaro

300x300
 Not Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • PMO
  • Organization
  • SECU
  • Areas of Work
  • Non-Profit Organization
  • Years of Experience
  • 5
  • Areas of Expertise
  • Addressing Income Related Events, Basic Money Management, Couples/Families, Credit, Debt Management, Navigating Choices, Personal Finance Education, Relationship Issues Around Money
  • Contact Information

Joe Poran

300x300
 Not Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Organization
  • SECU
  • Years of Experience
  • 9

Crayton Matthews

300x300
 Not Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • VP-Member Services & Support
  • Organization
  • SECU
  • Years of Experience
  • 10

Robyn Happoldt

300x300
 Not Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • VP/CO
  • Organization
  • SECU
  • Years of Experience
  • 12
  • Areas of Expertise
  • Basic Money Management, Credit, Debt Management, Housing, Insurance, Retirement

Lindsay Elliott

300x300
 Not Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Sr. Financial Services Rep
  • Organization
  • SECU
  • Years of Experience
  • 3
  • Areas of Expertise
  • Basic Money Management, Debt Management, Insurance

Christopher Bennett

300x300
 Not Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Senior Financial Services Officer
  • Organization
  • SECU
  • Years of Experience
  • 6
  • 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, Personal Finance Education, Retirement, Transitions

Stephen Varnum

300x300
 Not Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Fair Lending Risk Specialist
  • Organization
  • SECU
  • Years of Experience
  • 5

Tyler Wallace

300x300
 Not Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Financial Services Officer
  • Organization
  • SECU
  • Years of Experience
  • 4
  • 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, Personal Finance Education, Retirement, Transitions

Logan Price

300x300
 Not Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Organization
  • SECU
  • Areas of Expertise
  • Credit, Insurance, Personal Finance Education, Retirement

William Miars IV

300x300
 Not Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Lending Quality Underwriter
  • Organization
  • SECU
  • Areas of Work
  • Non-Profit Organization
  • Years of Experience
  • 4

Shanell Frazer

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 Not Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Corporate Audit Analyst
  • 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, Business, Couples/Families, Credit, Debt Management, Family Business, Housing, Insurance, Personal Finance Education

Luke Stash

300x300
 Not Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • FINANCIAL SERVICES REPRESENTATIVE
  • Organization
  • SECU
  • Years of Experience
  • 3
  • Areas of Expertise
  • Addressing Income Related Events, Basic Money Management, Couples/Families, Credit, Debt Management, Housing, Insurance, Navigating Choices, Personal Finance Education, Relationship Issues Around Money, Retirement, Transitions

Rebecca Lawson

300x300
 Not Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Sr. FSO
  • Organization
  • SECU
  • Years of Experience
  • 4

Chris Guard

300x300
 Not Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • VP E-Services Compliance & Fraud
  • Organization
  • SECU
  • Years of Experience
  • 15

Christopher Esbrandt

300x300
 Not Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Project Coordinator
  • Organization
  • SECU
  • Areas of Work
  • Other
  • Years of Experience
  • 12

Thomas Anderson

300x300
 Not Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Fair Lending Specialist
  • Organization
  • SECU
  • Areas of Work
  • Non-Profit Organization
  • Years of Experience
  • 12
  • 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, Financial Issues Related to Disabilities and Caring for a Child or Adult with Disabilities, Housing, Insurance, Military, Navigating Choices, Personal Finance Education, Relationship Issues Around Money, Retirement, Transitions

Bobby White III

300x300
 Not Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • 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, Insurance, Retirement

Brian Duncan

300x300
 Not Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Financial Services Officer I
  • Organization
  • State Employees' Credit Union
  • Areas of Work
  • Other
  • Years of Experience
  • 2

Erin Roache

300x300
 Not Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Member Education Analyst
  • Organization
  • State Employees' Credit Union
  • Years of Experience
  • 7

Cameron Moody

300x300
 Not Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Senior Financial Services Officer
  • Organization
  • State Employees' Credit Union
  • Years of Experience
  • 4

Bryan McCoy

300x300
 Not Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Financial Services Officer II
  • Organization
  • State Employees' Credit Union
  • Areas of Work
  • Other
  • Years of Experience
  • 2
  • Areas of Expertise
  • Basic Money Management, Credit, Debt Management, Insurance, Personal Finance Education

Sarah White

300x300
 Not Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Areas of Expertise
  • Addressing Income Related Events, Basic Money Management, Credit, Debt Management, Navigating Choices, Personal Finance Education, Retirement