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

Joan Koonce

300x300
 Not Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Professor and Financial Planning Specialist
  • Organization
  • University of Georgia Cooperative Extension
  • Areas of Work
  • Academia
  • Years of Experience
  • 27
  • Areas of Expertise
  • Basic Money Management, Credit, Debt Management, Insurance, Personal Finance Education, Retirement

Christy Schrock

300x300
 Not Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Organization
  • Department of Defense
  • Areas of Work
  • Government
  • Years of Experience
  • 15

Theodore Jones III

300x300
 Not Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Areas of Work
  • Practitioner
  • Years of Experience
  • 15

Joan Yarrell

300x300
 Not Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Officer
  • Organization
  • United States Air Force
  • Areas of Work
  • Government, Military
  • Years of Experience
  • 20
  • Areas of Expertise
  • Basic Money Management, Credit, Debt Management, Military, Personal Finance Education

Jolane Williams

300x300
 Not Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Financial Counselor
  • Organization
  • Army
  • Areas of Work
  • Military
  • Years of Experience
  • 15

Edward Olander Jr

300x300
 Not Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Personal Financial Manager
  • Organization
  • Fleet & Family Support Center NBSD
  • Areas of Work
  • Military
  • Years of Experience
  • 10
  • Areas of Expertise
  • Basic Money Management, Credit, Debt Management, Military, Personal Finance Education, Retirement, Transitions

Richard Leon

300x300
 Not Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Administrative Officer
  • Organization
  • U.S. Dept of Treasury
  • Areas of Work
  • Government
  • Years of Experience
  • 5
  • Areas of Expertise
  • Addressing Income Related Events, Basic Money Management, Behavioral Issues, Credit, Military, Personal Finance Education, Transitions

Meghan Berg

300x300
 Not Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Director
  • Organization
  • A&FRC
  • Areas of Work
  • Government, Military
  • Years of Experience
  • 12

Danilo Dela Dingco

300x300
 Not Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Organization
  • US Navy

ANNA BENNETT

300x300
 Not Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Community Readiness Technician
  • Organization
  • US Air Force
  • Areas of Work
  • Military
  • Years of Experience
  • 15
  • Areas of Expertise
  • Basic Money Management, Credit, Debt Management, Retirement, Transitions

Brenda McCafferty

Headshot
 Not Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Sr. Financial Literacy Trainer
  • Organization
  • ECMC
  • Areas of Work
  • Non-Profit Organization
  • Years of Experience
  • 18
  • Areas of Expertise
  • Addressing Income Related Events, Basic Money Management, Behavioral Issues, Business, Credit, Debt Management, Financial Issues Related to Aging or Caring for an Aging Adult, Navigating Choices, Personal Finance Education, Relationship Issues Around Money, Transitions

Mei-Shan Kammer

300x300
 Not Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • TSP Training & Liaison Specialist
  • Organization
  • Federal Retirement Thrift Investment Board
  • Areas of Work
  • Government
  • Years of Experience
  • 20

Jennifer Walker

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

Scott Matteson

300x300
 Not Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Educator
  • Organization
  • Michigan State University
  • Areas of Work
  • Academia
  • Years of Experience
  • 3
  • Areas of Expertise
  • Basic Money Management, Couples/Families, Credit, Debt Management, Financial Issues Related to Aging or Caring for an Aging Adult, Housing, Navigating Choices, Personal Finance Education, Retirement, Transitions

Whitney McCall

300x300
 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

Michael Tyree Jr

300x300
 Not Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Youth Minister / Director
  • Organization
  • Crawford Road Baptist Church
  • Areas of Work
  • Government, Military, Non-Profit Organization, Other
  • Years of Experience
  • 10
  • Areas of Expertise
  • Addressing Income Related Events, Basic Money Management, Business, Credit, Debt Management, Insurance, Military, Personal Finance Education, Transitions

Kriston Wiltsey

300x300
 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
  • 6
  • Areas of Expertise
  • Addressing Income Related Events, Basic Money Management, Couples/Families, Credit, Debt Management, Insurance

Jinnifer Ortquist

300x300
 Not Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • FFC
  • Job Title
  • Extension Educator
  • Organization
  • MSU Extension
  • Areas of Work
  • Academia
  • Years of Experience
  • 11

Carlos Alvarez

300x300
 Not Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Airman & Family Readiness Program Manager
  • Organization
  • 125th Fighter Wing, Florida Air National Guard
  • Areas of Work
  • Military
  • Years of Experience
  • 2
  • Areas of Expertise
  • Basic Money Management, Behavioral Issues, Couples/Families, Credit, Debt Management, Insurance, Military, Personal Finance Education, Relationship Issues Around Money, Retirement, Transitions

Princess Howell

300x300
 Not Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Sr. Financial Services Officer
  • Organization
  • SECU
  • Years of Experience
  • 7
  • Areas of Expertise
  • Addressing Income Related Events, Basic Money Management, Behavioral Issues, Business, 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, Transitions

Susan Stephens

300x300
 Not Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • VP/CO
  • Organization
  • SECU
  • Years of Experience
  • 16

Shanell Frazer

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 Not Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Corporate Audit Analyst
  • 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, Business, Couples/Families, Credit, Debt Management, Family Business, Housing, Insurance, Personal Finance Education

michael hurd

300x300
 Not Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Army Emergency Relief
  • Organization
  • Army Community Services
  • Areas of Work
  • Government
  • Years of Experience
  • 8
  • Areas of Expertise
  • Basic Money Management, Couples/Families, Credit, Debt Management, Military, Navigating Choices, Personal Finance Education, Retirement, Transitions

Derek Brainard

Accesslex headshots may2018 53
 Not Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Manager, Education Services
  • Organization
  • AccessLex Institute
  • Areas of Work
  • Non-Profit Organization
  • Years of Experience
  • 5
  • Areas of Expertise
  • Basic Money Management, Business, Couples/Families, Credit, Debt Management, Insurance, Military, Navigating Choices, Personal Finance Education, Relationship Issues Around Money, Retirement, Transitions

Rebecca Lawson

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

Lorraine Ashley

300x300
 Not Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Financial Service Rep
  • Organization
  • SECU
  • Areas of Work
  • Non-Profit Organization
  • Years of Experience
  • 28
  • Areas of Expertise
  • Addressing Income Related Events, Basic Money Management, Credit, Debt Management, Housing, Insurance, Navigating Choices, Personal Finance Education, Relationship Issues Around Money, Transitions

Sara Hope

300x300
 Not Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Vice President/City Officer
  • Organization
  • NC SECU
  • Years of Experience
  • 13

Raymond Weaver

300x300
 Not Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • VP/CO
  • Organization
  • SECU
  • Years of Experience
  • 18
  • Areas of Expertise
  • Addressing Income Related Events, Basic Money Management, Credit, Debt Management, Housing, Insurance, Relationship Issues Around Money, Retirement

Nina Gibson

300x300
 Not Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Senior Financial Services Officer
  • Organization
  • State Employees Credit Union
  • Years of Experience
  • 8

Katelyn Reid

300x300
 Not Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Financial Services Officer I
  • Organization
  • North Carolina State Employees Credit Union
  • Areas of Work
  • Non-Profit Organization
  • Years of Experience
  • 1
  • Areas of Expertise
  • Addressing Income Related Events, Basic Money Management, Couples/Families, Credit, Debt Management, Housing, Insurance, Relationship Issues Around Money, Retirement, Transitions

Kathleen Moore

300x300
 Not Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Account Manager
  • Organization
  • Wiles Taylor & Co
  • Areas of Work
  • Other
  • Years of Experience
  • 7
  • Areas of Expertise
  • Basic Money Management, Business, Debt Management, Personal Finance Education

Nicholas Aldridge

300x300
 Not Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Areas of Work
  • Practitioner
  • 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

Brian Duncan

300x300
 Not Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Financial Services Officer I
  • Organization
  • State Employees' Credit Union
  • Areas of Work
  • Other
  • Years of Experience
  • 2

Cassie Meeker

300x300
 Not Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Sr Financial Services Officer
  • Organization
  • State Employees Credit Union
  • Years of Experience
  • 3

David Black

300x300
 Not Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Regional Family Financial Education Specialist
  • Organization
  • University of Missouri Extension
  • Areas of Work
  • Academia
  • 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

Roger Smith

300x300
 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

Victor Lee

300x300
 Not Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Personal Financial Counselor
  • Areas of Work
  • Military
  • Years of Experience
  • 1
  • Areas of Expertise
  • Basic Money Management, Credit, Debt Management, Housing, Insurance, Military, Retirement

Sandi Thomas

300x300
 Not Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • FSO I
  • Organization
  • State Employees Credit Union
  • Years of Experience
  • 1

Kristin Wilson

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

Peggy Cherry

300x300
 Not Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Vice President/City Officer
  • Organization
  • NC State Employees' Credit Union
  • Areas of Work
  • Non-Profit Organization
  • Years of Experience
  • 29
  • 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, Retirement

George Krhounek

300x300
 Not Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Loan Systems Analyst
  • Organization
  • State Employees' Credit Union
  • Years of Experience
  • 6

Brian Eichhorn

300x300
 Not Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Owner
  • Organization
  • First Carolina Investments
  • Areas of Work
  • Other
  • Years of Experience
  • 21
  • Areas of Expertise
  • Addressing Income Related Events, Basic Money Management, Business, Credit, Debt Management, Family Business, Housing, Military, Personal Finance Education, Transitions

Ginger Shore

300x300
 Not Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Senior FSO
  • Organization
  • SECU
  • Years of Experience
  • 11
  • 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

Timothy DeGroot

300x300
 Not Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Organization
  • State Employees Credit Union
  • Areas of Work
  • Other
  • Years of Experience
  • 3

Sarah Cross

300x300
 Not Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Sr Financial Services Officer
  • Organization
  • State Employees' Credit Union
  • Areas of Work
  • Other
  • Years of Experience
  • 18

RANDI GREER

300x300
 Not Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Areas of Expertise
  • Addressing Income Related Events, Basic Money Management, Behavioral Issues, Business, 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

Edith Harrison

300x300
 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
  • 28
  • Areas of Expertise
  • Addressing Income Related Events, Basic Money Management, Behavioral Issues, Couples/Families, Credit, Debt Management, Housing, Insurance, Navigating Choices, Personal Finance Education, Retirement, Transitions

Alec Beauchamp

300x300
 Not Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Financial Services Representative II
  • Organization
  • STATE EMPLOYEES' CREDIT UNION
  • Areas of Work
  • Other
  • Years of Experience
  • 2
  • Areas of Expertise
  • Basic Money Management, Behavioral Issues, Couples/Families, Credit, Debt Management, Financial Issues Related to Aging or Caring for an Aging Adult, Insurance, Personal Finance Education, Relationship Issues Around Money, Transitions

Matthew Kunz

300x300
 Not Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • FSO II
  • Organization
  • State Employee's Credit Union
  • Years of Experience
  • 3
  • Areas of Expertise
  • Addressing Income Related Events, Basic Money Management, Credit, Debt Management, Insurance, Personal Finance Education

Rodney Bolden

300x300
 Not Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Wellness@Work Relationship Manager
  • Organization
  • KeyBank
  • Areas of Work
  • Practitioner
  • Years of Experience
  • 30
  • Areas of Expertise
  • Basic Money Management, Credit, Debt Management, Personal Finance Education