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
Carolyn Bird
Not Providing Local Counseling
Not Providing Virtual Counseling
- Certifications
- AFC
- Organization
- North Carolina State University/OSD
Hollie Meininger
Not Providing Local Counseling
Not Providing Virtual Counseling
- Certifications
- AFC
- Job Title
- Sr. FSO
- Organization
- SECU
- Areas of Work
- Other
- Years of Experience
- 3
- 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, Housing, Insurance, Retirement, Transitions
Jeremy Smith
Not Providing Local Counseling
Not Providing Virtual Counseling
- Certifications
- AFC
- Job Title
- FSO II
- Organization
- SECU
- Areas of Work
- Non-Profit Organization
- 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, Navigating Choices, Personal Finance Education, Relationship Issues Around Money, Retirement, Transitions
Lebarbara Southern
Not Providing Local Counseling
Not Providing Virtual Counseling
- Certifications
- AFC
- Organization
- SECU
SHELLEY HOWARD
Not Providing Local Counseling
Not Providing Virtual Counseling
- Certifications
- AFC
- Job Title
- loan compliance technician
- Organization
- SECU
- Areas of Work
- Non-Profit Organization
- Years of Experience
- 2
- Areas of Expertise
- Basic Money Management, Personal Finance Education
Courtney Cabe
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, Insurance, Personal Finance Education, Relationship Issues Around Money, Retirement, Transitions
Allison Flippin
Not Providing Local Counseling
Not Providing Virtual Counseling
- Certifications
- AFC
- Job Title
- Financial Services Officer III
- Organization
- State Employees' Credit Union
- Areas of Work
- Non-Profit Organization
- Years of Experience
- 7
- Areas of Expertise
- Addressing Income Related Events, Basic Money Management, Credit, Debt Management, Insurance, Navigating Choices, Personal Finance Education, Relationship Issues Around Money, Retirement
Sheree Millard
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, Navigating Choices, Personal Finance Education, Retirement
Raven Massey
Not Providing Local Counseling
Not Providing Virtual Counseling
- Certifications
- AFC
- Job Title
- FINANCIAL SERVICES OFFICER II
- Organization
- SECU
- Areas of Work
- Other
- Years of Experience
- 2
ASHLEY AUSTIN
Not Providing Local Counseling
Not Providing Virtual Counseling
- Certifications
- AFC
- Job Title
- Trust Company Operations Manager
- Organization
- SECU
- Areas of Work
- Non-Profit Organization
Patrick Halsch
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, Housing, Insurance, Personal Finance Education, Retirement
Keri Shore
Not Providing Local Counseling
Not Providing Virtual Counseling
- Certifications
- AFC
- Job Title
- SVP
- Organization
- SECU
- Areas of Work
- Non-Profit Organization
- Years of Experience
- 26
- Areas of Expertise
- Addressing Income Related Events, Basic Money Management, Credit, Debt Management, Housing, Insurance, Personal Finance Education, Retirement
Patrick Jessup
Not Providing Local Counseling
Not Providing Virtual Counseling
- Certifications
- AFC
- Organization
- SECU
- Years of Experience
- 3
- Areas of Expertise
- Addressing Income Related Events, Basic Money Management, Credit, Debt Management, Insurance, Relationship Issues Around Money
Barry McNamara
Not Providing Local Counseling
Not Providing Virtual Counseling
- Certifications
- AFC
- Organization
- SECU
- Areas of Expertise
- Basic Money Management, Credit
MELISSA FARNSWORTH
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, 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
Joseph Pipkin
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
JOSHUA MIZELL
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, 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, Personal Finance Education, Retirement, Transitions
Ashley Hayes
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, Retirement
JENNIFER CARTER
Not Providing Local Counseling
Not Providing Virtual Counseling
- Certifications
- AFC
- Job Title
- Sr. Financial Services Officer
- Organization
- SECU
- Years of Experience
- 20
- 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
Victoria Goldbach
Not Providing Local Counseling
Not Providing Virtual Counseling
- Certifications
- AFC
- Organization
- SECU
- Years of Experience
- 5
JONATHAN WESTER
Not Providing Local Counseling
Not Providing Virtual Counseling
- Certifications
- AFC
- Job Title
- SR 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, 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, Retirement
Jamie Forehand
Providing Local Counseling
Providing Virtual Counseling
- Certifications
- AFC
- Job Title
- Senior Financial Services Representative
- Organization
- SECU
- Areas of Work
- Non-Profit Organization, Other
- Years of Experience
- 2
- Areas of Expertise
- Addressing Income Related Events, Basic Money Management, Credit, Debt Management, Insurance, Personal Finance Education, Relationship Issues Around Money, Retirement, Transitions
- Contact Information
- Ahoskie, NC
- Phone: 252-332-5339
- Email: jamie.forehand@ncsecu.org
Angelica Fair
Not Providing Local Counseling
Not Providing Virtual Counseling
- Certifications
- AFC
- Organization
- SECU
- Areas of Expertise
- Credit, Debt Management, Insurance, Personal Finance Education
Robert Keys
Not Providing Local Counseling
Not Providing Virtual Counseling
- Certifications
- AFC
- Organization
- SECU
- Years of Experience
- 17
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
Jena Autry
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, Insurance, Navigating Choices, Personal Finance Education, Relationship Issues Around Money, Retirement, Transitions
WILLIAM BARNES
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, Personal Finance Education, Relationship Issues Around Money, Retirement, Transitions
Melissa Penley
Not Providing Local Counseling
Not Providing Virtual Counseling
- Certifications
- AFC
- Job Title
- FSM
- Organization
- SECU
- Years of Experience
- 10
- Areas of Expertise
- Addressing Income Related Events, Basic Money Management, Debt Management, Insurance, Personal Finance Education
Charles Pegg
Not Providing Local Counseling
Not Providing Virtual Counseling
- Certifications
- AFC
- Organization
- SECU
- Years of Experience
- 9
- Areas of Expertise
- Basic Money Management, Credit, Debt Management, Insurance, Personal Finance Education
Antanette Miller
Not Providing Local Counseling
Not Providing Virtual Counseling
- Certifications
- AFC
- Job Title
- Senior Financial Services Officer I
- Organization
- SECU
- Areas of Work
- Other
- Years of Experience
- 6
- Areas of Expertise
- Credit, Insurance, Personal Finance Education, Transitions
Kendra Adams
Not Providing Local Counseling
Not Providing Virtual Counseling
- Certifications
- AFC
- Job Title
- SVP
- Organization
- SECU
- Years of Experience
- 5
- 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, Navigating Choices, Retirement, Transitions
Matthew Berry
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, Personal Finance Education, Retirement
Jason Burnette
Not Providing Local Counseling
Not Providing Virtual Counseling
- Certifications
- AFC
- Job Title
- Sr FSO 2
- Organization
- SECU
- Years of Experience
- 23
- Areas of Expertise
- Addressing Income Related Events, Credit, Debt Management, Housing, Insurance, Retirement
Haley Crisp
Not Providing Local Counseling
Not Providing Virtual Counseling
- Certifications
- AFC
- Job Title
- FSO
- Organization
- SECU
- Years of Experience
- 13
- Areas of Expertise
- Addressing Income Related Events, Basic Money Management, Credit, Debt Management, Housing, Insurance, Personal Finance Education, Retirement, Transitions
Kayla Hollifield
Not Providing Local Counseling
Not Providing Virtual Counseling
- Certifications
- AFC
- Job Title
- FSR
- Organization
- SECU
- Years of Experience
- 2
- 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
Nataliya Kukhta
Not Providing Local Counseling
Not Providing Virtual Counseling
- Certifications
- AFC
- Organization
- SECU
- Years of Experience
- 10
- Areas of Expertise
- Basic Money Management, Credit, Debt Management, Financial Issues Related to Aging or Caring for an Aging Adult, Housing, Insurance, Retirement
Amy Brown
Not Providing Local Counseling
Not Providing Virtual Counseling
- Certifications
- AFC
- Job Title
- Tax Preparation Services Specialist
- Organization
- SECU
- Years of Experience
- 17
- Areas of Expertise
- Addressing Income Related Events, Basic Money Management, Credit, Debt Management, Financial Issues Related to Disabilities and Caring for a Child or Adult with Disabilities, Insurance, Navigating Choices, Personal Finance Education, Relationship Issues Around Money
Natalie Haynes
Not Providing Local Counseling
Not Providing Virtual Counseling
- Certifications
- AFC
- Job Title
- Sr. Financial Services Officer
- Organization
- SECU
- Areas of Work
- Non-Profit Organization
- 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, Housing, Insurance, Navigating Choices, Personal Finance Education, Relationship Issues Around Money
Erin Wagner
Not Providing Local Counseling
Not Providing Virtual Counseling
- Certifications
- AFC
- Job Title
- Financial Services Officer I
- Organization
- State Employees' Credit Union
- Areas of Work
- Non-Profit Organization
- Years of Experience
- 2
Ashleigh Chadwick
Not Providing Local Counseling
Not Providing Virtual Counseling
- Certifications
- AFC
- Job Title
- Financial Services Officer
- 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, Couples/Families, Credit, Debt Management, Housing, Insurance, Personal Finance Education, Retirement, Transitions
Marsha Clark
Providing Local Counseling
Not Providing Virtual Counseling
- Certifications
- AFC
- Job Title
- Housing Counselor
- Organization
- Community Link
- Areas of Work
- Non-Profit Organization
- Years of Experience
- 11
- Areas of Expertise
- Basic Money Management, Credit, Housing
- Contact Information
- Charlotte, NC
- Phone: 704-367-2740
- Website: http://www.communitylinknc.org
- Email: mclark@communitylinknc.org
Blair Knox
Not Providing Local Counseling
Not Providing Virtual Counseling
- Certifications
- AFC
- Job Title
- Sr FSO I
- Organization
- State Employees Credit Union
- Years of Experience
- 20
Kathi Houston
Not Providing Local Counseling
Not Providing Virtual Counseling
- Certifications
- AFC
- Job Title
- Financial Services Officer II
- Organization
- State Employees' Credit Union
- Years of Experience
- 1
- Areas of Expertise
- Basic Money Management, Credit, Debt Management, Insurance, Personal Finance Education
rachel mwangi
Not Providing Local Counseling
Not Providing Virtual Counseling
- Certifications
- AFC
- Job Title
- financial services representative II
- Organization
- north carolina state employees credit union
- Areas of Work
- Non-Profit Organization, Other
- Years of Experience
- 1
- Areas of Expertise
- Addressing Income Related Events, Basic Money Management, Credit, Debt Management, Personal Finance Education, Retirement, Transitions
Shannon DeMaria
Not Providing Local Counseling
Not Providing Virtual Counseling
- Certifications
- AFC
- Job Title
- FSM
- Organization
- State Employees Credit Union
- Areas of Work
- Non-Profit Organization
- Years of Experience
- 10
- Areas of Expertise
- Addressing Income Related Events, Basic Money Management, Couples/Families, Credit, Debt Management, Insurance, Navigating Choices, Personal Finance Education
Taylor Hardison
Not Providing Local Counseling
Not Providing Virtual Counseling
- Certifications
- AFC
- Areas of Expertise
- Addressing Income Related Events, Basic Money Management, Credit, Debt Management, Housing, Insurance, Personal Finance Education, Relationship Issues Around Money, Retirement, Transitions
Terry Bailey
Not Providing Local Counseling
Not Providing Virtual Counseling
- Certifications
- AFC
- Job Title
- FSR
- Organization
- NCSECU
- Areas of Work
- Non-Profit Organization
- Years of Experience
- 11
- Areas of Expertise
- 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
Gloria Thompson
Not Providing Local Counseling
Not Providing Virtual Counseling
- Certifications
- AFC
- Job Title
- Financial Services
- Organization
- State Employees Credit Union
- Areas of Work
- Non-Profit Organization
- Years of Experience
- 39
- Areas of Expertise
- Addressing Income Related Events, Basic Money Management, Credit, Debt Management, Insurance, Personal Finance Education
SUSAN(BETH) DUDLEY
Not Providing Local Counseling
Not Providing Virtual Counseling
- Certifications
- AFC
- Job Title
- SR FINANCIAL SERVICE OFFICER
- Organization
- STATE EMPLOYEES CREDIT UNION
- Years of Experience
- 32
Philip Byrd
Not Providing Local Counseling
Not Providing Virtual Counseling
- Certifications
- AFC
- Job Title
- Financial Services Representative
- Organization
- SECU
- Years of Experience
- 2
- Areas of Expertise
- Basic Money Management, Credit, Debt Management, Personal Finance Education, Relationship Issues Around Money, Transitions