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
Betty Ann Falkner

Not Providing Local Counseling
Not Providing Virtual Counseling
- Certifications
- AFC
- Job Title
- Director
- Organization
- Center for Smart Financial Choices
- Areas of Work
- Non-Profit Organization
- Years of Experience
- 6
- Areas of Expertise
- Basic Money Management, Behavioral Issues, Couples/Families, Credit, Debt Management, Housing, Military, Personal Finance Education, Relationship Issues Around Money, Transitions
Laura Hooks
Not Providing Local Counseling
Not Providing Virtual Counseling
- Certifications
- AFC
- Organization
- SECU
- Areas of Expertise
- Addressing Income Related Events, Basic Money Management, Behavioral Issues, 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, Navigating Choices, Personal Finance Education, Relationship Issues Around Money, Retirement, Transitions
Dennis Williams
Not Providing Local Counseling
Not Providing Virtual Counseling
- Certifications
- AFC
- Organization
- SECU
- Years of Experience
- 5
- 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
Brian Smith
Providing Local Counseling
Providing Virtual Counseling
- Certifications
- AFC
- Job Title
- Sr. FSO I
- Organization
- SECU
- Areas of Work
- Non-Profit Organization
- Years of Experience
- 8
- 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, Navigating Choices, Personal Finance Education, Relationship Issues Around Money, Retirement, Transitions
- Contact Information
- Winston Salem, NC
- Email: brian.smith@ncsecu.org
Tonya Earnhardt
Not Providing Local Counseling
Not Providing Virtual Counseling
- Certifications
- AFC
- Job Title
- Vice President/City Officer
- Organization
- SECU
- Years of Experience
- 21
LACEY HAYES
Not Providing Local Counseling
Not Providing Virtual Counseling
- Certifications
- AFC
- Organization
- SECU
- Years of Experience
- 4
- 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, Retirement, Transitions
Jeff Wooters
Not Providing Local Counseling
Not Providing Virtual Counseling
- Certifications
- AFC
- Organization
- SECU
- 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, Transitions
JASON BRITTINGHAM
Not Providing Local Counseling
Not Providing Virtual Counseling
- Certifications
- AFC
- Organization
- SECU
Trameka Peterson
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, Navigating Choices
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
Monika Frye
Not Providing Local Counseling
Not Providing Virtual Counseling
- Certifications
- AFC
- Organization
- SECU
- Years of Experience
- 3
- Areas of Expertise
- Basic Money Management, Couples/Families, Credit, Debt Management, Insurance, Personal Finance Education
Kristina Earnhardt
Not Providing Local Counseling
Not Providing Virtual Counseling
- Certifications
- AFC
- Job Title
- Sr Financial Services Officer I
- 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, Personal Finance Education, Retirement, Transitions
Kevin Mack
Not Providing Local Counseling
Not Providing Virtual Counseling
- Certifications
- AFC
- 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, Navigating Choices, Personal Finance Education, Relationship Issues Around Money, Retirement, Transitions
Yvonne Neu
Not Providing Local Counseling
Not Providing Virtual Counseling
- Certifications
- AFCC
- Organization
- OACCS
Sally Massey Wiebe
Providing Local Counseling
Not Providing Virtual Counseling
- Certifications
- AFCC
- Job Title
- Financial Counsellor/Financial Literacy Coordinator
- Organization
- Community Financial Counselling Services
- Areas of Work
- Non-Profit Organization
- Years of Experience
- 27
- 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, Navigating Choices, Personal Finance Education, Relationship Issues Around Money
- Contact Information
- Winnipeg, MB
- Phone: 204-989-1904
- Email: smasseywiebe@cfcs.mb.ca
Sandra Fry
Providing Local Counseling
Not Providing Virtual Counseling
- Certifications
- AFCC
- Job Title
- Credit Counsellor
- Organization
- OACCS
- Areas of Work
- Non-Profit Organization
- Years of Experience
- 4
- 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, Personal Finance Education
- Contact Information
- Winnipeg, MB
- Phone: 204-290-1712
- Email: sandra.fry@nomoredebts.org
Frances Lawrence

Providing Local Counseling
Not Providing Virtual Counseling
- Certifications
- AFCC
- Job Title
- Credit Counsellor
- Organization
- Credit Counselling Society
- Areas of Work
- Non-Profit Organization
- Years of Experience
- 3
- Areas of Expertise
- Addressing Income Related Events, Basic Money Management, Credit, Debt Management
- Contact Information
- Winnipeg, MB
- Phone: 204-795-1721
- Email: frances.lawrence@nomoredebts.org
Darlene DeVries
Not Providing Local Counseling
Not Providing Virtual Counseling
- Certifications
- AFCC
- Job Title
- Credit Counsellor
- Organization
- Credit Counselling Society of BC
Amy Parker
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 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
Laurel Kubin
Providing Local Counseling
Not Providing Virtual Counseling
- Certifications
- AFC
- Areas of Work
- Academia
- Years of Experience
- 46
- Areas of Expertise
- Basic Money Management, Personal Finance Education, Relationship Issues Around Money, Retirement
- Contact Information
- Windsor, CO
- Phone: 970-686-0544
- Email: laurelkubin@gmail.com
Mike Bergeron mikebergeron@financialfitnesswindsor.ca
Providing Local Counseling
Not Providing Virtual Counseling
- Certifications
- AFCC
- Job Title
- Credit Counsellor
- Organization
- OACCS
- Areas of Work
- Non-Profit Organization
- Years of Experience
- 8
- Areas of Expertise
- Basic Money Management, Credit, Debt Management, Financial Issues Related to Aging or Caring for an Aging Adult, Personal Finance Education, Relationship Issues Around Money
- Contact Information
- Windsor, ON
- Phone: 519-258-2030 223
- Email: mike.bergeron@financialfitnesswindsor.ca
Melissa Lawrence
Not Providing Local Counseling
Not Providing Virtual Counseling
- Certifications
- AFC
- Job Title
- FSO III
- Organization
- SECU
- Years of Experience
- 8
- Areas of Expertise
- Basic Money Management, Couples/Families, Credit, Debt Management, Personal Finance Education
Stanley Castelloe
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
AMY JOHNSON
Not Providing Local Counseling
Not Providing Virtual Counseling
- Certifications
- AFC
- Organization
- SECU
- Years of Experience
- 14
- 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, Personal Finance Education, Retirement, Transitions
Ashley Durham
Not Providing Local Counseling
Not Providing Virtual Counseling
- Certifications
- AFC
- Organization
- SECU
KIMBERLY MOORE
Not Providing Local Counseling
Not Providing Virtual Counseling
- Certifications
- AFC
- Organization
- SECU
JEFFREY KINNAMON
Not Providing Local Counseling
Not Providing Virtual Counseling
- Certifications
- AFC
- Organization
- SECU
ERNEST BASS II
Not Providing Local Counseling
Not Providing Virtual Counseling
- Certifications
- AFC
- Organization
- SECU
- Areas of Work
- Non-Profit Organization
- Years of Experience
- 20
- Areas of Expertise
- Basic Money Management, Credit, Debt Management, Housing, Insurance, Personal Finance Education, Retirement
Andrew Morris
Providing Local Counseling
Not Providing Virtual Counseling
- Certifications
- AFC
- Job Title
- Vice President/City Officer
- Organization
- SECU
- Years of Experience
- 14
- 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, Personal Finance Education, Relationship Issues Around Money, Retirement
- Contact Information
- Wilson, NC
- Phone: 252-237-2127
- Email: andrew.morris.unc@gmail.com
JOSHUA COLLIER
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, Relationship Issues Around Money, Retirement, Transitions
ALLISON CARDEN
Not Providing Local Counseling
Not Providing Virtual Counseling
- Certifications
- AFC
- Job Title
- FINANCIAL SERVICES OFFICER III
- Organization
- SECU
- Years of Experience
- 10
- Areas of Expertise
- Basic Money Management, Credit, Debt Management
Sammy Driver II
Not Providing Local Counseling
Not Providing Virtual Counseling
- Certifications
- AFC
- Job Title
- Card Analytics Manager
- Organization
- SECU
- Years of Experience
- 14
- Areas of Expertise
- Addressing Income Related Events, Basic Money Management, Behavioral Issues, Personal Finance Education
Christopher Lancaster
Not Providing Local Counseling
Not Providing Virtual Counseling
- Certifications
- AFC
- Organization
- SECU
- Years of Experience
- 5
- Areas of Expertise
- Basic Money Management, Couples/Families, Personal Finance Education
Sheila Bouillon
Not Providing Local Counseling
Not Providing Virtual Counseling
- Certifications
- AFC
- Job Title
- Financial Services Officer III
- Organization
- State Employees' Credit Union
- Years of Experience
- 7
- 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, Navigating Choices, Personal Finance Education, Relationship Issues Around Money, Retirement, Transitions
Avery Suddreth
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
John Webber
Not Providing Local Counseling
Not Providing Virtual Counseling
- Certifications
- AFC
- Organization
- SECU
- 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, Navigating Choices, Personal Finance Education, Relationship Issues Around Money, Retirement, Transitions
WES HAYFORD
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 Aging or Caring for an Aging Adult, Housing, Insurance, Navigating Choices, Personal Finance Education, Retirement
CATHERINE HUFFMAN
Not Providing Local Counseling
Not Providing Virtual Counseling
- Certifications
- AFC
- Organization
- SECU
- Years of Experience
- 15
- Areas of Expertise
- Addressing Income Related Events, Basic Money Management, Couples/Families, Credit, Debt Management, Housing, Insurance, Retirement
MEGAN CASAREZ
Not Providing Local Counseling
Not Providing Virtual Counseling
- Certifications
- AFC
- Organization
- SECU
Todd Reiner
Not Providing Local Counseling
Not Providing Virtual Counseling
- Certifications
- AFC
- Organization
- SECU
- Years of Experience
- 13
- Areas of Expertise
- Addressing Income Related Events, Basic Money Management, Behavioral Issues, Couples/Families, Credit, Debt Management, Housing, Insurance, Navigating Choices, Personal Finance Education, Relationship Issues Around Money, Retirement
Benjamin Spruill
Not Providing Local Counseling
Not Providing Virtual Counseling
- Certifications
- AFC
- Job Title
- Sr Financial Services Officer
- Organization
- SECU
- Years of Experience
- 5
- 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, Navigating Choices, Personal Finance Education, Retirement, Transitions
Janeen Garner
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, Relationship Issues Around Money, Retirement, Transitions
Susan Coleman
Not Providing Local Counseling
Not Providing Virtual Counseling
- Certifications
- AFC
- Job Title
- Financial Services Representative
- Organization
- SECU
- Years of Experience
- 14
- Areas of Expertise
- Addressing Income Related Events, Basic Money Management, Couples/Families, Credit, Debt Management, Housing, Navigating Choices, Personal Finance Education
Gayle Evezich

Providing Local Counseling
Providing Virtual Counseling
- Certifications
- AFC
- Job Title
- Personal Financial Counselor
- Organization
- Zeiders
- Areas of Work
- Military, Practitioner
- Years of Experience
- 3
- 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
- Wilmington, NC
- Phone: 505-660-3447
- Email: gevezich@gmail.com
Mary Hendrix
Not Providing Local Counseling
Not Providing Virtual Counseling
- Certifications
- AFC
- Job Title
- Financial Services Officer 1
- Organization
- SECU
- Years of Experience
- 1
Ann Durandetta

Not Providing Local Counseling
Not Providing Virtual Counseling
- Certifications
- AFC
- Job Title
- Manager, Education Services
- Organization
- AccessLex
- Areas of Work
- Non-Profit Organization
- Years of Experience
- 15
William Wilson
Not Providing Local Counseling
Not Providing Virtual Counseling
- Certifications
- AFC
- Job Title
- Financial Services Officer
- Organization
- State Employees Credit Union
- Areas of Work
- Other
- Years of Experience
- 3
Jonathan Forte
Providing Local Counseling
Providing Virtual Counseling
- Certifications
- AFC
- Job Title
- FSR
- Organization
- SECU
- Areas of Work
- Non-Profit Organization
- Years of Experience
- 1
- Areas of Expertise
- Basic Money Management, Behavioral Issues, Business, Couples/Families, Credit, Debt Management, Relationship Issues Around Money
- Contact Information
- Wilmington, NC
- Email: jonathan.forte@ncsecu.org
David Gibson
Not Providing Local Counseling
Not Providing Virtual Counseling
- Certifications
- AFC
- Job Title
- VP
- Organization
- SECU
- Years of Experience
- 14
- Areas of Expertise
- Addressing Income Related Events, Basic Money Management, Credit, Debt Management, Housing, Insurance, Retirement
JOHN SMART
Not Providing Local Counseling
Not Providing Virtual Counseling
- Certifications
- AFC
- Job Title
- SENIOR FSO
- Organization
- SECU
- Areas of Work
- Non-Profit Organization
- Years of Experience
- 4
- Areas of Expertise
- Addressing Income Related Events, Basic Money Management, Credit, Debt Management