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
Sabrina Franklin sabrina.francis@uwmn.org
Not Providing Local Counseling
Not Providing Virtual Counseling
- Certifications
- AFC
- Organization
- United Way of Metro Nashville
- 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
Tomas Velez
Not Providing Local Counseling
Not Providing Virtual Counseling
- Certifications
- AFC
- Job Title
- Career Counselor
- Organization
- Inverness, Technologies
- Areas of Work
- Military
- Years of Experience
- 3
- Areas of Expertise
- Addressing Income Related Events, Basic Money Management, Military, Personal Finance Education, 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
Kimberly Hollifield
Not Providing Local Counseling
Not Providing Virtual Counseling
- Certifications
- AFC
- Job Title
- Senior Vice President
- Organization
- SECU
- Years of Experience
- 26
- 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, Insurance, Navigating Choices, Personal Finance Education, Retirement
Michael Justice
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
Brandon Ulick
Not Providing Local Counseling
Not Providing Virtual Counseling
- Certifications
- AFC
- Organization
- SECU
Allison Francis
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
- 25
- 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, Personal Finance Education, Relationship Issues Around Money, Retirement
FRANKIE HUNT
Not Providing Local Counseling
Not Providing Virtual Counseling
- Certifications
- AFC
- Organization
- SECU
- Areas of Expertise
- Basic Money Management, Credit, Financial Issues Related to Aging or Caring for an Aging Adult, Housing, Insurance, Personal Finance Education, Retirement
KATHRYN OTT
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, Insurance, Personal Finance Education, Retirement, Transitions
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
Margaret Aull
Not Providing Local Counseling
Not Providing Virtual Counseling
- Certifications
- AFC
- Job Title
- Senior Financial Services Officer
- Organization
- SECU
- Years of Experience
- 5
Shawn Miller
Not Providing Local Counseling
Not Providing Virtual Counseling
- Certifications
- AFC
- Organization
- SECU
- Areas of Work
- Non-Profit Organization
- Years of Experience
- 12
- 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
Lara Smith
Not Providing Local Counseling
Not Providing Virtual Counseling
- Certifications
- AFC
- Job Title
- Trust Officer
- Organization
- SECU
- Areas of Work
- Non-Profit Organization
- Years of Experience
- 10
- 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
Melissa Terry
Not Providing Local Counseling
Not Providing Virtual Counseling
- Certifications
- AFC
- Job Title
- Investment Compliance Specialist
- Organization
- SECU
- Years of Experience
- 5
- Areas of Expertise
- Credit, Debt Management, Retirement
JOSHUA CURRY
Not Providing Local Counseling
Not Providing Virtual Counseling
- Certifications
- AFC
- Organization
- SECU
JOSEPH HAMPTON
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, Navigating Choices, Personal Finance Education, Relationship Issues Around Money, Retirement, Transitions
Brett Obringer
Not Providing Local Counseling
Not Providing Virtual Counseling
- Certifications
- AFC
- Job Title
- Senior Financial Services Officer
- Organization
- SECU
- 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, Housing, Insurance, Navigating Choices, Personal Finance Education, Relationship Issues Around Money, Retirement, Transitions
April McAnulty
Not Providing Local Counseling
Not Providing Virtual Counseling
- Certifications
- AFC
- Job Title
- Sr. Financial Services Officer I
- Organization
- SECU
- Areas of Work
- Other
James Eure
Not Providing Local Counseling
Not Providing Virtual Counseling
- Certifications
- AFC
- Job Title
- SVP
- Organization
- SECU
- Areas of Work
- Non-Profit Organization
- Years of Experience
- 30
- 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
Zandria Bridges
Not Providing Local Counseling
Not Providing Virtual Counseling
- Certifications
- AFC
- Organization
- SECU
- Areas of Expertise
- Addressing Income Related Events, Basic Money Management, Credit
WHITNEY Clarida
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
- 8
- Areas of Expertise
- Addressing Income Related Events, Basic Money Management, Behavioral Issues, Credit, Debt Management, Insurance, Personal Finance Education, Retirement
Annette Blanton
Not Providing Local Counseling
Not Providing Virtual Counseling
- Certifications
- AFC
- Job Title
- Senior Vice President
- Organization
- SECU
- Years of Experience
- 30
- Areas of Expertise
- Addressing Income Related Events, Basic Money Management, Behavioral Issues, 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
John McGuire
Not Providing Local Counseling
Not Providing Virtual Counseling
- Certifications
- AFC
- Job Title
- Financial Services Officer II
- Organization
- SECU
- Areas of Work
- Non-Profit Organization
- Years of Experience
- 6
Kenneth Leviner
Not Providing Local Counseling
Not Providing Virtual Counseling
- Certifications
- AFC
- Job Title
- Financial Services Representative I
- Organization
- SECU
- Areas of Work
- Non-Profit Organization
- Years of Experience
- 3
- Areas of Expertise
- Addressing Income Related Events, Basic Money Management, Credit, Debt Management, Insurance, Personal Finance Education, Retirement
Alexander Rodgers
Not Providing Local Counseling
Not Providing Virtual Counseling
- Certifications
- AFC
- Organization
- SECU
Susan Newman
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, Transitions
ISAAC SNYDER
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
VICKY BRUNER
Not Providing Local Counseling
Not Providing Virtual Counseling
- Certifications
- AFC
- Organization
- SECU
Sarah Ellis
Not Providing Local Counseling
Not Providing Virtual Counseling
- Certifications
- AFC
- Job Title
- Family and Consumer Sciences Agent I
- Organization
- UF/IFAS Extension Citrus County
- Areas of Work
- Academia
- Years of Experience
- 1
- Areas of Expertise
- Addressing Income Related Events, Basic Money Management, Behavioral Issues, Couples/Families, Credit, Debt Management, Housing, Personal Finance Education, Relationship Issues Around Money
Peggy Wingate
Not Providing Local Counseling
Not Providing Virtual Counseling
- Certifications
- AFC
- Job Title
- Financial Services Manager
- Organization
- SECU
- Areas of Work
- Non-Profit Organization, Other
- Years of Experience
- 33
- Areas of Expertise
- Basic Money Management, Credit, Debt Management, Insurance, Personal Finance Education, Retirement
Andy Arledge
Not Providing Local Counseling
Not Providing Virtual Counseling
- Certifications
- AFC
- Organization
- SECU
- Areas of Expertise
- Credit
Dustin Garrett
Not Providing Local Counseling
Not Providing Virtual Counseling
- Certifications
- AFC
- Organization
- SECU
- Areas of Expertise
- Basic Money Management, Credit, Debt Management, Insurance, Retirement
Tiffany Shuford
Not Providing Local Counseling
Not Providing Virtual Counseling
- Certifications
- AFC
- Job Title
- Sr Financial Services Officer
- 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
Michael LeClear
Not Providing Local Counseling
Not Providing Virtual Counseling
- Certifications
- AFC, FFC
- Job Title
- CFPB Financial Coach
- Organization
- AFSC
- Areas of Work
- Other
- Years of Experience
- 20
- Areas of Expertise
- Addressing Income Related Events, Basic Money Management, Credit, Debt Management, Military, Navigating Choices, Personal Finance Education, Transitions
Misty Hensley
Not Providing Local Counseling
Not Providing Virtual Counseling
- Certifications
- AFC
- Organization
- SECU
Travis Wallace travisw282002@yahoo.com
Not Providing Local Counseling
Not Providing Virtual Counseling
- Certifications
- AFC
- Job Title
- Personal Finance Manager
- Organization
- AFSC
- Areas of Work
- Military
- Years of Experience
- 15
- Areas of Expertise
- 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, Military, Personal Finance Education, Retirement, Transitions
Nicole Short
Not Providing Local Counseling
Not Providing Virtual Counseling
- Certifications
- AFC
- Organization
- SECU
Steve Barden
Not Providing Local Counseling
Not Providing Virtual Counseling
- Certifications
- AFC
- Job Title
- Sr. Financial Services Officer I
- Organization
- SECU
- Years of Experience
- 14
- 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
Joshua Shellman
Not Providing Local Counseling
Not Providing Virtual Counseling
- Certifications
- AFC
- Job Title
- Investment Compliance Data Analyst
- Organization
- SECU
- Years of Experience
- 5
- Areas of Expertise
- Insurance, Personal Finance Education, Retirement
Kelly Huffman
Not Providing Local Counseling
Not Providing Virtual Counseling
- Certifications
- AFC
- Job Title
- Sr. Financial Services Officer 1
- Organization
- SECU
- Years of Experience
- 6
Crayton Matthews
Not Providing Local Counseling
Not Providing Virtual Counseling
- Certifications
- AFC
- Job Title
- VP-Member Services & Support
- Organization
- SECU
- Years of Experience
- 10
Rebecca Smith Ph.D.
Not Providing Local Counseling
Not Providing Virtual Counseling
- Certifications
- FFC
- Job Title
- Director, Extension Center for Economic Education and Financial Literacy
- Organization
- Mississippi State University Extension
- Areas of Work
- Academia
- Years of Experience
- 20
- Areas of Expertise
- Behavioral Issues, Couples/Families, Credit, Debt Management, Navigating Choices, Personal Finance Education, Relationship Issues Around Money
Whitney McCall
Not Providing Local Counseling
Not Providing Virtual Counseling
- Certifications
- AFC
- Job Title
- Sr. FSO
- Organization
- SECU
- Years of Experience
- 5
- Areas of Expertise
- Addressing Income Related Events, Basic Money Management, Business, Credit, Debt Management, Insurance, Personal Finance Education
Rito VAllez
Not Providing Local Counseling
Not Providing Virtual Counseling
- Certifications
- AFC
- Job Title
- Financial Readiness Program Manager
- Organization
- Army Community Service / Financial Readiness Program
- Areas of Work
- Military
- Years of Experience
- 5
- Areas of Expertise
- Basic Money Management, Couples/Families, Credit, Debt Management, Military, Personal Finance Education
Peggy Muldoon
Not Providing Local Counseling
Not Providing Virtual Counseling
- Certifications
- AFC
- Job Title
- Director, Consumer Education
- Organization
- National Endowment for Financial Education
- Areas of Work
- Non-Profit Organization
- Years of Experience
- 4
Derick Sammons

Not Providing Local Counseling
Not Providing Virtual Counseling
- Certifications
- AFC
- Job Title
- Default Specialist
- 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 Disabilities and Caring for a Child or Adult with Disabilities, Housing, Insurance
Joshua Wiard
Not Providing Local Counseling
Not Providing Virtual Counseling
- Certifications
- AFC
- Job Title
- FSO
- Organization
- SECU
- Years of Experience
- 4
Erin Lovelace
Not Providing Local Counseling
Not Providing Virtual Counseling
- Certifications
- AFC
- Organization
- SECU
- Areas of Expertise
- Credit, Debt Management, Housing, Retirement
Jim Ross

Not Providing Local Counseling
Not Providing Virtual Counseling
- Certifications
- AFC
- Job Title
- FSR
- Organization
- State Employees' Credit Union
- Areas of Work
- Non-Profit Organization, Other
- Years of Experience
- 11
- Areas of Expertise
- Addressing Income Related Events, Basic Money Management, Credit, Debt Management, Housing, Insurance, Personal Finance Education, Retirement
Samantha Wright samantha.wright570@gmail.com

Not Providing Local Counseling
Not Providing Virtual Counseling
- Certifications
- AFC
- Job Title
- Budget Counselor Volunteer
- Organization
- Army Community Service
- Areas of Work
- Military
- Years of Experience
- 2
- Areas of Expertise
- Addressing Income Related Events, Basic Money Management, Credit, Debt Management, Housing, Insurance, Military, Navigating Choices, Personal Finance Education, Relationship Issues Around Money, Retirement, Transitions