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

Gailo Bodenhamer

Gailo bodenhamer headshot
 Not Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Scout Community Manager
  • Organization
  • Millie
  • Areas of Work
  • Military
  • Areas of Expertise
  • Basic Money Management, Credit, Debt Management, Housing, Military

Maria Johnson

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 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Financial Coach
  • Organization
  • Mott College
  • Areas of Work
  • Academia, Non-Profit Organization
  • Years of Experience
  • 2
  • Areas of Expertise
  • Addressing Income Related Events, Basic Money Management, Behavioral Issues, 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, Personal Finance Education, Relationship Issues Around Money, Retirement, Transitions
  • Contact Information

Jerry Buchko

Jerry buchko ma afc 1
 Not Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Counselor, Coach, & Tutor of Personal Finance
  • Organization
  • Self-Employed; Private Practice
  • Areas of Work
  • Practitioner
  • Years of Experience
  • 21
  • 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, Transitions
  • Contact Information

Shirley Anderson-Porisch

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 Not Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Organization
  • Project Turnabout
  • Areas of Work
  • Practitioner
  • Years of Experience
  • 15

Sara Croymans

15 oct ext photo croym001
 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Extension Educator
  • Organization
  • University of Minnesota Extension
  • Areas of Work
  • Academia, Military, Practitioner
  • Years of Experience
  • 23
  • Areas of Expertise
  • Addressing Income Related Events, Basic Money Management, Behavioral Issues, Couples/Families, Credit, Debt Management, Housing, Military, Navigating Choices, Personal Finance Education, Relationship Issues Around Money, Transitions
  • Contact Information

Virginia Zuiker Ph.D.

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 Not Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Associate Professor
  • Organization
  • University of Minnesota
  • Areas of Work
  • Academia
  • Years of Experience
  • 18

Melanie Hardie

Melanie hardie lifeworks 92
 Not Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Financial Counselor & Planner
  • Organization
  • Morneau Shepell Ltd.
  • Areas of Work
  • Other
  • Years of Experience
  • 21
  • Areas of Expertise
  • Addressing Income Related Events, Basic Money Management, Behavioral Issues, Couples/Families, Credit, Debt Management, Housing, Insurance, Personal Finance Education, Relationship Issues Around Money, Retirement, Transitions

Donald Fulton

Dsc 0391 web
 Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC, FFC
  • Job Title
  • Financial Coach
  • Organization
  • Money For Two Workshops, LLC
  • Areas of Work
  • Practitioner
  • Years of Experience
  • 12
  • Areas of Expertise
  • Addressing Income Related Events, Basic Money Management, Behavioral Issues, Couples/Families, Credit, Debt Management, Personal Finance Education, Relationship Issues Around Money, Retirement, Transitions
  • Contact Information

OPTOUTCindy Petersen

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 Not Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Retired ---Extension Educator Family Resource Management
  • Organization
  • University of Minnesota Extension
  • Areas of Work
  • Academia, Other
  • Years of Experience
  • 37
  • Areas of Expertise
  • Basic Money Management, Credit, Debt Management, Financial Issues Related to Disabilities and Caring for a Child or Adult with Disabilities, Housing, Military, Personal Finance Education

Christine Doboszenski

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 Not Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Financial Advisor
  • Organization
  • Fort Belvoir SFAC
  • Areas of Work
  • Military
  • Years of Experience
  • 5

Lori Hendrickson

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 Not Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Extension Educator
  • Organization
  • University of Minnesota Extension
  • Areas of Work
  • Academia
  • Years of Experience
  • 27
  • Areas of Expertise
  • Basic Money Management

Phyllis Onstad onsta003@umn.edu

Ponstad
 Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Personal Financial Counselor
  • Organization
  • Retired University of MN Extension
  • Areas of Work
  • Government, Practitioner
  • Years of Experience
  • 29
  • Areas of Expertise
  • Addressing Income Related Events, Basic Money Management, Couples/Families, Credit, Debt Management, Military, Navigating Choices, Personal Finance Education, Transitions
  • Contact Information

Carolyn Paul

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 Not Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC

Tracy Edgell-Horvath

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 Not Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC, CHC
  • Job Title
  • Financial Counselor
  • Organization
  • Ceridian
  • Areas of Work
  • Practitioner
  • Years of Experience
  • 10
  • Areas of Expertise
  • Basic Money Management, Credit, Debt Management, Housing, Personal Finance Education

Vicky Youmans

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 Not Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC, CHC
  • Job Title
  • Financial Counselor
  • Organization
  • LifeWorks by Morneau Shepell
  • Areas of Work
  • Practitioner
  • Years of Experience
  • 13
  • 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

Jonathan Kodet

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 Not Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Psychologist
  • Organization
  • St. Cloud Hospital
  • Areas of Work
  • Practitioner, Non-Profit Organization
  • Years of Experience
  • 6
  • Areas of Expertise
  • Basic Money Management, Behavioral Issues, Couples/Families, Navigating Choices, Personal Finance Education, Relationship Issues Around Money

Karen Basara

Karen linked glasses
 Not Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Realtor, Financial Educator
  • Organization
  • Self
  • Areas of Work
  • Other
  • Years of Experience
  • 22
  • Areas of Expertise
  • Addressing Income Related Events, Basic Money Management, Credit, Debt Management, Housing, Personal Finance Education

Jeremy Heckman

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 Not Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Wealth Manager
  • Organization
  • Accredited Investors Inc.
  • Areas of Work
  • Other
  • Years of Experience
  • 10
  • Areas of Expertise
  • Addressing Income Related Events, Basic Money Management, Business, Couples/Families, Credit, Debt Management, Housing, Insurance, Personal Finance Education, Relationship Issues Around Money, Retirement

Catherine RETTIG

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 Not Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Organization
  • Midwest Gerontology Consulting LLC
  • Years of Experience
  • 17

Rita Olson

Hillman olson friendly cropped
 Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Accountant & Financial Couselor
  • Organization
  • RHO Business & Accounting Services
  • Areas of Work
  • Academia, Government, Non-Profit Organization
  • Years of Experience
  • 25
  • Areas of Expertise
  • Basic Money Management, Business, Debt Management, Family Business, Personal Finance Education
  • Contact Information

Craig Hovland

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 Not Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Personal Financial Counselor
  • Organization
  • Military
  • Years of Experience
  • 3
  • Areas of Expertise
  • Addressing Income Related Events, Basic Money Management, Business, Couples/Families, Credit, Family Business, Insurance, Military, Personal Finance Education, Retirement, Transitions

OPTOUTSara Draveling

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 Not Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Senior Lead Auditor
  • Organization
  • Wells Fargo
  • Areas of Work
  • Military, Other
  • Years of Experience
  • 8
  • Areas of Expertise
  • Addressing Income Related Events, Basic Money Management, Military, Navigating Choices, Personal Finance Education

Sharon Powell Dr.

Sharon powell staff photo
 Not Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Educator
  • Organization
  • University of MN Extension
  • Areas of Work
  • Academia
  • Years of Experience
  • 5
  • Areas of Expertise
  • Addressing Income Related Events, Basic Money Management, Behavioral Issues, Couples/Families, Credit, Debt Management, Personal Finance Education, Relationship Issues Around Money, Transitions

Susan Schroeder

Afcpe
 Not Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Director of Mission Fulfillment
  • Organization
  • Neighbors Inc.
  • Areas of Work
  • 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, Financial Issues Related to Disabilities and Caring for a Child or Adult with Disabilities, Housing, Military, Personal Finance Education, Relationship Issues Around Money, Transitions

Mark Peterson

Dsc 0003
 Not Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Retirement Services Specialist
  • Organization
  • Minnesota Teachers Retirement Association
  • Areas of Work
  • Government
  • Years of Experience
  • 3
  • Areas of Expertise
  • Basic Money Management, Credit, Debt Management, Military, Personal Finance Education, Retirement, Transitions

SARAH BUTLER slbutler@umn.edu

Headshot slb 2 26 18
 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Research Project Specialist
  • Organization
  • University of Minnesota
  • Areas of Work
  • Academia, Government, Non-Profit Organization
  • Years of Experience
  • 10
  • 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
  • Contact Information

Kimberly Helm

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 Not Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Sr. Marketing Specialist
  • Organization
  • Thrivent Financial
  • Areas of Work
  • Academia, Practitioner, Non-Profit Organization, Other
  • Years of Experience
  • 20
  • Areas of Expertise
  • Basic Money Management, Behavioral Issues, Credit, Debt Management, Personal Finance Education

Rebecca Travnichek Ph.D., AFC

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 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Personal Financial Counselor
  • Organization
  • Zeiders Enterprises
  • Areas of Work
  • Academia, Military, Practitioner, Non-Profit Organization
  • Years of Experience
  • 22
  • Areas of Expertise
  • Addressing Income Related Events, Basic Money Management, Couples/Families, Credit, Debt Management, Housing, Insurance, Military, Navigating Choices, Personal Finance Education, Relationship Issues Around Money, Retirement, Transitions
  • Contact Information

John Daskauskas

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 Not Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Areas of Work
  • Military

Marilyn Landrum

300x300
 Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Student Assistance Associate
  • Organization
  • State of Missouri Dept. of Higher Education
  • Areas of Work
  • Government
  • Years of Experience
  • 15
  • Areas of Expertise
  • Basic Money Management, Debt Management, Personal Finance Education
  • Contact Information

Tammy Fink

300x300
 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Personal Financial Readiness Specialist
  • Organization
  • US Army
  • Areas of Work
  • Government, Military, Non-Profit Organization
  • Years of Experience
  • 7
  • Areas of Expertise
  • Addressing Income Related Events, Basic Money Management, Couples/Families, Credit, Debt Management, Military, Navigating Choices, Personal Finance Education, Relationship Issues Around Money, Retirement, Transitions
  • Contact Information

Angela Craig a_rinck@hotmail.com

Profile picture for serco 2 smaller
 Not Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Army Emergency Relief Specialist
  • Organization
  • Army Community Service
  • Areas of Work
  • Government, Military
  • Years of Experience
  • 8
  • Areas of Expertise
  • Basic Money Management, Couples/Families, Credit, Debt Management, Military, Navigating Choices, Personal Finance Education, Relationship Issues Around Money, Retirement

Mark Dunlop

300x300
 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Areas of Work
  • Academia, Government, Military, Practitioner, Non-Profit Organization
  • Years of Experience
  • 40
  • 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, 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
  • Contact Information

Charles Matthews Jr

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 Not Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Army Emergency Relief (AER) Officer
  • Organization
  • Army
  • Areas of Work
  • Government, Military, Non-Profit Organization
  • Years of Experience
  • 13
  • Areas of Expertise
  • Basic Money Management, Military

SHINAE YOUNG

300x300
 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC, CHC
  • Job Title
  • Financial Readiness Program Manager
  • Organization
  • U. A. Army/ Army Community Service
  • Areas of Work
  • Government, Military, Other
  • Years of Experience
  • 16
  • Areas of Expertise
  • Addressing Income Related Events, Basic Money Management, Business, Couples/Families, Credit, Debt Management, Family Business, Financial Issues Related to Aging or Caring for an Aging Adult, Housing, Military, Personal Finance Education, Retirement, Transitions
  • Contact Information

Sarah Schedler

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 Not Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • program specialist-default prevention
  • Organization
  • Missouri Department of Higher Education
  • Areas of Work
  • Government
  • Years of Experience
  • 10
  • Areas of Expertise
  • Basic Money Management, Personal Finance Education

Nellie Lamers

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 Not Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • family financial education specialist
  • Organization
  • University of Missouri Extension
  • Areas of Work
  • Academia
  • Years of Experience
  • 4
  • Areas of Expertise
  • Addressing Income Related Events, Basic Money Management, Behavioral Issues, Couples/Families, Credit, Debt Management, Insurance, Navigating Choices, Personal Finance Education, Relationship Issues Around Money, Retirement, Transitions

Carly Dibben

300x300
 Not Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Accredited Financial Counselor
  • Organization
  • Masonic Home of Missouri
  • Areas of Work
  • Non-Profit Organization
  • 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, Navigating Choices, Personal Finance Education, Transitions

Patricia Savage, M.S.

300x300
 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Family Financial Education Specialist
  • Organization
  • University of Missouri Extension
  • Areas of Work
  • Academia
  • Years of Experience
  • 2
  • Areas of Expertise
  • Addressing Income Related Events, Basic Money Management, Credit, Debt Management, Housing, Navigating Choices, Personal Finance Education
  • Contact Information

Kathleen Spain

Img 0387
 Not Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • CHC, AFC
  • Job Title
  • Army Emergency Relief Specialist
  • Organization
  • Army Community Services
  • Areas of Work
  • Government, Other
  • Years of Experience
  • 20
  • 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, Military, Personal Finance Education, Relationship Issues Around Money, Retirement, Transitions
  • Contact Information

Stephen Wall-Smith

300x300
 Not Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Learning Specialist
  • Organization
  • Zeiders Enterprises
  • Areas of Work
  • Military
  • Years of Experience
  • 5
  • Areas of Expertise
  • Basic Money Management, Debt Management, Insurance, Military, Personal Finance Education

Marco Pantoja

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 Not Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Financial Educator
  • Organization
  • University of Missouri
  • Areas of Work
  • Academia, Military, Practitioner, Non-Profit Organization, Student
  • Years of Experience
  • 4
  • Areas of Expertise
  • Basic Money Management, Couples/Families, Credit, Debt Management, Military, Personal Finance Education, Retirement, Transitions

Daniel Stokes

Professional headshot
 Not Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Financial Planning Associate
  • Organization
  • Plancorp, LLC
  • Areas of Work
  • Practitioner
  • Years of Experience
  • 3

Ashley Bales

Bales headshot
 Not Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Financial Advisor
  • Organization
  • Money Concepts
  • Areas of Work
  • Practitioner
  • Years of Experience
  • 3
  • Areas of Expertise
  • Basic Money Management, Couples/Families, Credit, Debt Management, Insurance, Navigating Choices, Personal Finance Education, Relationship Issues Around Money, Retirement, Transitions

Daniel Schlef

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 Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Independent Financial Advisor
  • Organization
  • Century Securities Associates
  • Areas of Work
  • Practitioner
  • Years of Experience
  • 24
  • Areas of Expertise
  • Basic Money Management, Insurance, Retirement
  • Contact Information

BRANDY HUDSON

Img 0711
 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Army Emergency Relief Specialist
  • Organization
  • Army Community Service
  • Areas of Work
  • Government
  • Years of Experience
  • 8
  • Areas of Expertise
  • Addressing Income Related Events, Basic Money Management, Couples/Families, Credit, Debt Management, Military, Navigating Choices, Personal Finance Education, Retirement, Transitions
  • Contact Information

David Black

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 Not Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Regional Family Financial Education Specialist
  • Organization
  • University of Missouri Extension
  • Areas of Work
  • Academia
  • Areas of Expertise
  • Addressing Income Related Events, Basic Money Management, Couples/Families, Credit, Debt Management, Housing, Insurance, Personal Finance Education, Relationship Issues Around Money, Retirement, Transitions

Catherine Richard

300x300
 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Financial Planning Counselor/Contractor Installation Manager
  • Organization
  • Inverness Technologies
  • Areas of Work
  • Government, Military, Non-Profit Organization
  • Years of Experience
  • 7
  • Areas of Expertise
  • Addressing Income Related Events, Basic Money Management, Behavioral Issues, Couples/Families, Credit, Debt Management, Insurance, Military, Personal Finance Education, Relationship Issues Around Money, Retirement, Transitions
  • Contact Information

Devin Grayson

Download
 Not Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Financial Aid Specialist
  • Organization
  • Moberly Area Community College
  • Areas of Work
  • Academia

Jim Green CFP®

Green j pearl 2016 centered small size
 Not Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Assistant Teaching Professor & Director, Office for Financial Success
  • Organization
  • University of Missouri
  • Areas of Work
  • Academia
  • Areas of Expertise
  • Basic Money Management, Credit, Debt Management, Insurance, Navigating Choices, Personal Finance Education, Retirement