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

Ruth Brock

300x300
 Not Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Organization
  • Retired
  • Areas of Work
  • Non-Profit Organization
  • Years of Experience
  • 12
  • 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, Housing, Insurance, Military, Navigating Choices, Personal Finance Education, Relationship Issues Around Money, Retirement, Transitions

Susan Sharkey

300x300
 Not Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Organization
  • National Endowment for Financial Education (NEFE)
  • Areas of Work
  • Non-Profit Organization
  • Years of Experience
  • 32
  • Areas of Expertise
  • Basic Money Management, Personal Finance Education

Mari Fries

300x300
 Not Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Senior Tax Advisor
  • Organization
  • HRBlock
  • Areas of Work
  • Military, Non-Profit Organization, Other
  • Years of Experience
  • 10
  • Areas of Expertise
  • Addressing Income Related Events, Basic Money Management, Military, Personal Finance Education, Transitions

Jeanette Dugas

300x300
 Not Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Areas of Expertise
  • Basic Money Management, Personal Finance Education, Retirement

Katrina Kourkoutis

Dsc 6736
 Not Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Paraplanner
  • Organization
  • Physicians Resource Group
  • Areas of Work
  • Practitioner, Other
  • Years of Experience
  • 6
  • 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

Michelle Hartley

Nikki 2015
 Not Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Areas of Work
  • Academia, Military, Non-Profit Organization
  • Areas of Expertise
  • Basic Money Management, Couples/Families, Credit, Debt Management, Military, Personal Finance Education

Meggan Orenstein

15326616 10154340078739118 6435364255564935488 n 1
 Not Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Extension Agent
  • Organization
  • Virginia Cooperative Extension
  • Areas of Work
  • Military, Non-Profit Organization
  • Years of Experience
  • 2
  • Areas of Expertise
  • Basic Money Management, Couples/Families, Credit, Debt Management, Military, Navigating Choices, Personal Finance Education, Retirement, Transitions

Erin Ellis

300x300
 Not Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Financial Counselor
  • Organization
  • Philadelphia Federal Credit Union
  • Areas of Work
  • Non-Profit Organization, Other
  • Years of Experience
  • 7
  • Areas of Expertise
  • Basic Money Management, Behavioral Issues, Credit, Navigating Choices, Personal Finance Education, 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

McNeil Piner

300x300
 Not Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Organization
  • SECU
  • Areas of Work
  • Non-Profit Organization
  • Years of Experience
  • 9

April Summerlin

300x300
 Not Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • FSR II
  • Organization
  • SECU
  • Areas of Work
  • Non-Profit Organization
  • Years of Experience
  • 3

David King

300x300
 Not Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Organization
  • SECU

Courtney Satterwhite

300x300
 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, Insurance, Retirement

Ian Jenkins

300x300
 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

MEGAN CASAREZ

300x300
 Not Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Organization
  • SECU

Eric McBrayer

300x300
 Not Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Senior Financial Services Officer I / Team Leader
  • 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, Financial Issues Related to Aging or Caring for an Aging Adult, Insurance, Navigating Choices, Personal Finance Education, Relationship Issues Around Money, Retirement, Transitions

Stephen Mickler

300x300
 Not Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Organization
  • SECU
  • Years of Experience
  • 13
  • Areas of Expertise
  • Basic Money Management, Couples/Families, Credit, Debt Management, Housing, Insurance, Personal Finance Education, Retirement

Terry Thomas

300x300
 Not Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Financial Services Representative II
  • Organization
  • SECU
  • Areas of Work
  • Non-Profit Organization
  • Years of Experience
  • 12
  • Areas of Expertise
  • 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, Navigating Choices, Personal Finance Education, Retirement

Sarah Strickland

300x300
 Not Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Organization
  • SECU
  • Areas of Expertise
  • Basic Money Management, Credit, Debt Management, Insurance, Navigating Choices

Jeremy Snipes

300x300
 Not Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Organization
  • SECU
  • Areas of Work
  • Non-Profit Organization
  • Years of Experience
  • 7
  • Areas of Expertise
  • Addressing Income Related Events, Basic Money Management, Credit, Debt Management, Housing, Insurance, Navigating Choices, Personal Finance Education, Retirement

Kayla Smith

300x300
 Not Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Organization
  • SECU
  • Years of Experience
  • 10
  • Areas of Expertise
  • Addressing Income Related Events, Basic Money Management, Couples/Families, Credit, Debt Management, Housing, Insurance, Personal Finance Education

Kelley Denny

300x300
 Not Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Sr Financial Services Officer
  • Organization
  • SECU
  • Years of Experience
  • 11
  • 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, Personal Finance Education, Retirement, Transitions

DIANNE MCCONNELL

300x300
 Not Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Sr. Financial Services Officer I
  • Organization
  • SECU
  • Years of Experience
  • 33
  • Areas of Expertise
  • Basic Money Management, Credit, Debt Management, Insurance, Personal Finance Education

Melissa Lawrence

300x300
 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

Nicole Jones

300x300
 Not Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Organization
  • SECU

Jessica Jethro

300x300
 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, Personal Finance Education, Retirement

Kasi Guess

300x300
 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
  • 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, Insurance, Personal Finance Education, Retirement, Transitions

Kelly Pippinger-Clark

300x300
 Not Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Organization
  • SECU
  • Areas of Expertise
  • Basic Money Management, Credit, Housing, Retirement

Todd Reiner

300x300
 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

Chelsey Hennings

300x300
 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, Navigating Choices, Personal Finance Education, Retirement, Transitions

Le'Donna Pegues

300x300
 Not Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Corporate Auditor
  • Organization
  • SECU
  • Areas of Work
  • Non-Profit Organization
  • Years of Experience
  • 12
  • Areas of Expertise
  • Credit

Rakita Sledge

300x300
 Not Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Accounts Payable Analyst
  • Organization
  • SECU
  • Areas of Work
  • Non-Profit Organization, Other
  • Years of Experience
  • 6
  • Areas of Expertise
  • Basic Money Management, Business, Credit, Debt Management, Personal Finance Education

Kurt Reed

300x300
 Not Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Branch Operations Auditor
  • Organization
  • SECU
  • 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, Retirement

Ashlie Link

300x300
 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

Kendra Adams

300x300
 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

Candice Price

300x300
 Not Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Technical Writing Analyst II
  • Organization
  • SECU
  • Years of Experience
  • 10
  • Areas of Expertise
  • Basic Money Management, Credit, Debt Management, Navigating Choices, Personal Finance Education

Jason Burnette

300x300
 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

Carissa Smart

300x300
 Not Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Continuity & Governance Analyst
  • Organization
  • SECU
  • Areas of Work
  • Non-Profit Organization
  • 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, Financial Issues Related to Disabilities and Caring for a Child or Adult with Disabilities, Housing, Personal Finance Education

Willie Washington

300x300
 Not Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Financial Counselor
  • Organization
  • Fleet & Family Support Center
  • Areas of Work
  • Military
  • Years of Experience
  • 30
  • Areas of Expertise
  • Addressing Income Related Events, Basic Money Management, Couples/Families, Debt Management, Military, Personal Finance Education, Relationship Issues Around Money, Retirement, Transitions

Derick Sammons

Afc
 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

300x300
 Not Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • FSO
  • Organization
  • SECU
  • Years of Experience
  • 4

Erin Lovelace

300x300
 Not Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Organization
  • SECU
  • Areas of Expertise
  • Credit, Debt Management, Housing, Retirement

Jim Ross

S42515cb108654 8 0
 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

Daniel Clarke

300x300
 Not Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Lending Quality Specialist
  • Organization
  • SECU
  • Years of Experience
  • 8

Anna Sprague

300x300
 Not Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Financial Counselor
  • Organization
  • Soldier For Life - Transition Assistance Program, Serco Contractor
  • Areas of Work
  • Academia, Other
  • Years of Experience
  • 5

Shannon Humber

300x300
 Not Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFCC
  • Job Title
  • Financial Administrator
  • Organization
  • Calgary Alternative Support Services

John McGuire

300x300
 Not Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • SR. FSO
  • Organization
  • SECU
  • Years of Experience
  • 5

Matthew Horne

300x300
 Not Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • FSO II
  • Organization
  • State Employees Credit Union
  • Years of Experience
  • 2

Jason Mabe

300x300
 Not Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Financial Service Officer II
  • 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, Insurance, Personal Finance Education

Robert Steinbeiser Jr

300x300
 Not Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Financial Services Officer
  • Organization
  • State Employees' Credit Union
  • Years of Experience
  • 1
  • Areas of Expertise
  • Credit, Debt Management, Insurance, Personal Finance Education, Retirement