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
Sherri Overby
Providing Local Counseling
Providing Virtual Counseling
- Certifications
- AFC
- Job Title
- Financial Counselor
- Organization
- Army Reserve Survivor Outreach Services
- Areas of Work
- Military
- Years of Experience
- 15
- 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, Retirement, Transitions
- Contact Information
- Lehi, UT
- Email: sherridoverby@yahoo.com
Joshua Scott

Not Providing Local Counseling
Not Providing Virtual Counseling
- Certifications
- AFC
Carrie Blackmon
Not Providing Local Counseling
Not Providing Virtual Counseling
- Certifications
- ACC
- Job Title
- Homebuyer Education Counselor
- Organization
- Choctaw Home Finance
- Areas of Work
- Non-Profit Organization, Other
- Years of Experience
- 11
- Areas of Expertise
- Basic Money Management, Couples/Families, Credit, Debt Management, Housing
Rachel Merwin
Not Providing Local Counseling
Not Providing Virtual Counseling
- Certifications
- AFC
- Job Title
- Senior Financial Services Officer I
- Organization
- SECU
- Areas of Work
- Non-Profit Organization
- 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, Financial Issues Related to Disabilities and Caring for a Child or Adult with Disabilities, Housing, Insurance, Personal Finance Education, Relationship Issues Around Money, Retirement
Christine Erbschloe
Not Providing Local Counseling
Not Providing Virtual Counseling
- Certifications
- AFC
- Organization
- SECU
- Areas of Expertise
- Addressing Income Related Events, 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, Personal Finance Education, Relationship Issues Around Money, Retirement, Transitions
Kristi Thomas
Not Providing Local Counseling
Not Providing Virtual Counseling
- Certifications
- AFC
- Job Title
- Financial Services Representative
- Organization
- State Employees' Credit Union
- Years of Experience
- 1
Jeanes Cunningham
Providing Local Counseling
Not Providing Virtual Counseling
- Certifications
- AFC
- Organization
- Navy-Marine Corps Relief Society
- Areas of Work
- Non-Profit Organization
- Years of Experience
- 8
- Contact Information
- Lemoore, CA
- Phone: 559-925-6315
- Email: jeanespc@yahoo.com
Cari Lingle
Not Providing Local Counseling
Not Providing Virtual Counseling
- Certifications
- AFC
- Job Title
- Financial Counselor
- Organization
- askAFS
- Areas of Work
- Military, Other
- Years of Experience
- 5
Charles Griffin
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
- 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, Personal Finance Education, Retirement, Transitions
CAROLE RICH
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, Insurance, Navigating Choices, Personal Finance Education
Melanie Roche
Not Providing Local Counseling
Not Providing Virtual Counseling
- Certifications
- AFC
- Job Title
- VP
- Organization
- SECU
- Years of Experience
- 17
- 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, Retirement
Nicholas Ogburn
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, Housing, Insurance, Navigating Choices, Personal Finance Education, Relationship Issues Around Money, Retirement, Transitions
James Lewis
Not Providing Local Counseling
Not Providing Virtual Counseling
- Certifications
- AFC
- Job Title
- SR FSO
- Organization
- SECU
- Years of Experience
- 38
- Areas of Expertise
- Addressing Income Related Events, Basic Money Management, Credit, Debt Management, Family Business, Housing, Navigating Choices, Personal Finance Education, Retirement
Linda Walker
Not Providing Local Counseling
Not Providing Virtual Counseling
- Certifications
- AFC
- Job Title
- Personal Financial Counselor
- Organization
- Zeiders
- Areas of Work
- Military, Non-Profit Organization
- Years of Experience
- 18
- 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, Military, Personal Finance Education
Ester Johnson
Not Providing Local Counseling
Not Providing Virtual Counseling
- Certifications
- AFC
- Job Title
- CSC
- Organization
- NMCRS
- Areas of Work
- Non-Profit Organization
- Years of Experience
- 7
- Areas of Expertise
- Basic Money Management, Couples/Families, Debt Management, Military, Navigating Choices, Personal Finance Education
Ian Jenkins
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
SHANNON DUNNING
Not Providing Local Counseling
Not Providing Virtual Counseling
- Certifications
- AFC
- Job Title
- Sr. Financial Services Representative
- Organization
- SECU
- Areas of Work
- Non-Profit Organization
- Years of Experience
- 9
- 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
Laura Goins
Not Providing Local Counseling
Not Providing Virtual Counseling
- Certifications
- AFC
- Job Title
- Senior FSO
- Organization
- SECU
- Years of Experience
- 9
Roger Smith
Not Providing Local Counseling
Not Providing Virtual Counseling
- Certifications
- AFC
- Job Title
- SR. Financial Services Officer
- Organization
- State Employees Credit Union
- Areas of Work
- Non-Profit Organization
- Years of Experience
- 16
Gary Clement
Not Providing Local Counseling
Not Providing Virtual Counseling
- Certifications
- AFC
- Job Title
- President
- Organization
- Clement Asset Mangement, LLC
- Areas of Work
- Practitioner
- Years of Experience
- 18
- 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, Military, Navigating Choices, Personal Finance Education, Relationship Issues Around Money, Retirement, Transitions
Donna Bell
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
Katherine Hardy
Not Providing Local Counseling
Not Providing Virtual Counseling
- Certifications
- AFC
- Job Title
- Senior Financial Services Representative
- Organization
- SECU
- Years of Experience
- 3
- Areas of Expertise
- Basic Money Management, Credit, Debt Management, Military
SEAN BRENNAN
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, Insurance, Personal Finance Education, Retirement, Transitions
Elizabeth Kim
Not Providing Local Counseling
Not Providing Virtual Counseling
- Certifications
- AFC
- Job Title
- Chief
- Organization
- US Air Force
- Areas of Work
- Military
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
Bill Kohl
Not Providing Local Counseling
Not Providing Virtual Counseling
- Certifications
- AFC
- Job Title
- VP
- Organization
- NSLP
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
- 27
Valerie Manning Mrs.
Providing Local Counseling
Not Providing Virtual Counseling
- Certifications
- AFC
- Areas of Work
- Academia, Military
- Areas of Expertise
- Basic Money Management, Debt Management, Military
- Contact Information
- Lincoln, RI
- Phone: 401-528-7520
- Email: davenvalerie@yahoo.com
Megan Scherling
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
Shandra Thomas

Providing Local Counseling
Providing Virtual Counseling
- Certifications
- AFC
- Job Title
- Executive Director
- Organization
- Life OnTrak
- Areas of Work
- Non-Profit Organization
- Years of Experience
- 24
- Areas of Expertise
- Addressing Income Related Events, Basic Money Management, Business, Couples/Families, Credit, Debt Management, Housing, Navigating Choices, Personal Finance Education, Relationship Issues Around Money, Transitions
- Contact Information
- Lincoln, CA
- Phone: 916-893-6930
- Website: http://www.lifeontrak.org
- Email: shandra@lifeontrak.org
Jennifer Lutz
Not Providing Local Counseling
Not Providing Virtual Counseling
- Certifications
- AFC
- Job Title
- Vice-President/City Executive
- Organization
- SECU
- Years of Experience
- 15
- 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, Relationship Issues Around Money, Retirement, Transitions
Mary Ormsby
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, Insurance, Navigating Choices, Personal Finance Education
Ashlie Link
Not Providing Local Counseling
Not Providing Virtual Counseling
- Certifications
- AFC
- Job Title
- Sr. Financial Services Officer 1
- Organization
- SECU
- Areas of Work
- Non-Profit Organization
- Years of Experience
- 9
- 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
Deana Spainhour
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, Retirement
Deran Tolbert Sr.

Not Providing Local Counseling
Providing Virtual Counseling
- Certifications
- AFC
- Job Title
- Financial Coach
- Organization
- Armed Forces Services Corporation, Inc
- Areas of Work
- Academia, Military, Practitioner
- Years of Experience
- 7
- Areas of Expertise
- Basic Money Management, Business, Credit, Debt Management, Family Business, Financial Issues Related to Aging or Caring for an Aging Adult, Insurance, Navigating Choices, Relationship Issues Around Money, Retirement, Transitions
- Contact Information
- Little Rock, AR
- Phone: 580-647-8676
- Website: http://www.platformpmllc.com
- Email: deran.tolbert@yahoo.com
Tina Adams
Providing Local Counseling
Not Providing Virtual Counseling
- Certifications
- AFC
- Job Title
- Financial Coach
- Organization
- Armed Forces Services Corparation
- Areas of Work
- Non-Profit Organization
- Areas of Expertise
- Addressing Income Related Events, Basic Money Management, Business, Couples/Families, Credit, Debt Management, Housing, Personal Finance Education, Relationship Issues Around Money, Transitions
- Contact Information
- Little Rock, AR
- Phone: 870-678-3850
- Email: tinadaniel30@gmail.com
Laura Hendrix
Not Providing Local Counseling
Not Providing Virtual Counseling
- Certifications
- AFC
- Job Title
- Assistant Professor
- Organization
- University of Arkansas Cooperative Extension Service
- Areas of Work
- Academia
- Years of Experience
- 25
Richard Tomaskovic
Not Providing Local Counseling
Not Providing Virtual Counseling
- Certifications
- AFC
- Job Title
- Community Readiness Consultant
- Organization
- Air Force
- Areas of Work
- Government
- Years of Experience
- 14
- Areas of Expertise
- Basic Money Management, Debt Management, Military
Peggy Bennett
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
- 32
ANAIS GONZALEZ CASTELLANO
Not Providing Local Counseling
Not Providing Virtual Counseling
- Certifications
- AFC
- Job Title
- FINANCIAL COACH
- Organization
- MPOWERED
- Areas of Work
- Non-Profit Organization
- Years of Experience
- 6
- Areas of Expertise
- Addressing Income Related Events, Basic Money Management, Behavioral Issues, Credit, Debt Management, Navigating Choices, Personal Finance Education, Relationship Issues Around Money, Transitions
Alicia Suggs

Not Providing Local Counseling
Providing Virtual Counseling
- Certifications
- AFC
- Job Title
- Financial Planning Counselor
- Organization
- Serco, Inc
- Areas of Work
- Military
- Years of Experience
- 1
- Areas of Expertise
- Addressing Income Related Events, Basic Money Management, Business, Couples/Families, Credit, Debt Management, Military, Personal Finance Education, Transitions
- Contact Information
- Live Oak, TX
- Phone: 832-528-1919
- Email: aliciasuggs81@yahoo.com
Charles Hoff
Not Providing Local Counseling
Not Providing Virtual Counseling
- Certifications
- AFC
- Job Title
- Member Financial Education Counselor
- Organization
- DFCU Financial FCU
- Years of Experience
- 24
Angel Roscoe
Not Providing Local Counseling
Not Providing Virtual Counseling
- Certifications
- AFC
- Job Title
- Vice President/City Executive
- 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, Navigating Choices, Personal Finance Education, Retirement, Transitions
BRITTANY LANCASTER
Not Providing Local Counseling
Not Providing Virtual Counseling
- Certifications
- AFC
- Job Title
- Financial Services Representative
- Organization
- SECU
- Areas of Work
- Non-Profit Organization
- Years of Experience
- 8
- Areas of Expertise
- Addressing Income Related Events, Basic Money Management, Credit, Debt Management, Housing, Navigating Choices, Personal Finance Education
Vanessa Muse
Not Providing Local Counseling
Not Providing Virtual Counseling
- Certifications
- AFC
- Areas of Work
- Military
Alena Johnson
Not Providing Local Counseling
Not Providing Virtual Counseling
- Certifications
- AFC
- Job Title
- Lecturer
- Organization
- Utah State University
- Areas of Work
- Academia
- Years of Experience
- 15
Cindy Stokes
Not Providing Local Counseling
Not Providing Virtual Counseling
- Certifications
- AFC, CHC, FFC
- Job Title
- Lecturer
- Organization
- Utah State University
- Areas of Work
- Academia, Practitioner
- Years of Experience
- 12
- 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, Personal Finance Education
Justin Chidester

Providing Local Counseling
Providing Virtual Counseling
- Certifications
- AFC
- Job Title
- Fee-Only Financial Planner
- Organization
- Wealth Mode Financial Planning
- Areas of Work
- Practitioner
- Years of Experience
- 3
- Areas of Expertise
- Basic Money Management, Couples/Families, Credit, Debt Management, Insurance, Navigating Choices, Relationship Issues Around Money, Retirement, Transitions
- Contact Information
- Logan, UT
- Phone: 435-363-9445
- Website: http://www.wealth-mode.com
- Email: justin@wealth-mode.com
Monica Contreras Parra
Not Providing Local Counseling
Not Providing Virtual Counseling
- Certifications
- AFCC
- Organization
- WIL Employment Connections