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

Carol Buchli

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 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Consultant
  • Organization
  • Buchli & Associates
  • Areas of Work
  • Academia, Non-Profit Organization
  • Years of Experience
  • 20
  • Areas of Expertise
  • Addressing Income Related Events, Basic Money Management, Credit, Debt Management, Navigating Choices, Personal Finance Education, Relationship Issues Around Money, Transitions
  • Contact Information

Meghan Gardner

Propic
 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC, FFC
  • Job Title
  • CFPB Financial Coach
  • Organization
  • Armed Forces Services Corporation
  • Areas of Work
  • Government, Military, Non-Profit Organization
  • Years of Experience
  • 5
  • Areas of Expertise
  • Basic Money Management, Credit, Debt Management, Housing, Military, Navigating Choices, Personal Finance Education, Retirement, Transitions
  • Contact Information

Jerry Buchko

Jerry buchko ma afc 1
 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Counselor, Coach, & Tutor of Personal Finance
  • Organization
  • Self-Employed; Private Practice
  • Areas of Work
  • Practitioner
  • Years of Experience
  • 20
  • Areas of Expertise
  • Addressing Income Related Events, Basic Money Management, Behavioral Issues, Couples/Families, Credit, Debt Management, Housing, Insurance, Military, Navigating Choices, Personal Finance Education, Relationship Issues Around Money, Transitions
  • Contact Information

Shirley Anderson-Porisch

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 Not Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Organization
  • Project Turnabout
  • Areas of Work
  • Practitioner
  • Years of Experience
  • 15

Sara Croymans

15 oct ext photo croym001
 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Extension Educator
  • Organization
  • University of Minnesota Extension
  • Areas of Work
  • Academia, Military, Practitioner
  • Years of Experience
  • 23
  • 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, Transitions
  • Contact Information

Virginia Zuiker Ph.D.

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 Not Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Associate Professor
  • Organization
  • University of Minnesota
  • Areas of Work
  • Academia
  • Years of Experience
  • 18

Melanie Hardie

Melanie hardie lifeworks 92
 Not Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Financial Counselor & Planner
  • Organization
  • LifeWorks US Inc.
  • Areas of Work
  • Other
  • Years of Experience
  • 20
  • Areas of Expertise
  • Addressing Income Related Events, Basic Money Management, Behavioral Issues, Couples/Families, Credit, Debt Management, Housing, Insurance, Personal Finance Education, Relationship Issues Around Money, Retirement, Transitions

Donald Fulton

Dsc 0391 web
 Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Financial Coach
  • Organization
  • Money For Two Workshops, LLC
  • Areas of Work
  • Practitioner
  • Years of Experience
  • 12
  • Areas of Expertise
  • Addressing Income Related Events, Basic Money Management, Behavioral Issues, Couples/Families, Credit, Personal Finance Education, Relationship Issues Around Money, Retirement
  • Contact Information

Cindy Petersen

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 Not Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Retired ---Extension Educator Family Resource Management
  • Organization
  • University of Minnesota Extension
  • Areas of Work
  • Academia, Other
  • Years of Experience
  • 37
  • Areas of Expertise
  • Basic Money Management, Credit, Debt Management, Financial Issues Related to Disabilities and Caring for a Child or Adult with Disabilities, Housing, Military, Personal Finance Education

Lori Hendrickson

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 Not Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Extension Educator
  • Organization
  • University of Minnesota Extension
  • Areas of Work
  • Academia
  • Years of Experience
  • 27
  • Areas of Expertise
  • Basic Money Management

Phyllis Onstad onsta003@umn.edu

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 Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Personal Financial Counselor
  • Organization
  • Retired University of MN Extension
  • Areas of Work
  • Government, Practitioner
  • Years of Experience
  • 29
  • Areas of Expertise
  • Addressing Income Related Events, Basic Money Management, Couples/Families, Credit, Debt Management, Military, Navigating Choices, Personal Finance Education, Transitions
  • Contact Information

Carolyn Paul

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

Tracy Edgell-Horvath

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 Not Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC, CHC
  • Job Title
  • Financial Counselor
  • Organization
  • Ceridian
  • Areas of Work
  • Practitioner
  • Years of Experience
  • 10
  • Areas of Expertise
  • Basic Money Management, Credit, Debt Management, Housing, Personal Finance Education

Vicky Youmans

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 Not Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC, CHC
  • Job Title
  • Financial Counselor
  • Organization
  • LifeWorks
  • Areas of Work
  • Practitioner
  • 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, Military, Navigating Choices, Personal Finance Education, Relationship Issues Around Money, Retirement, Transitions

Jonathan Kodet

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 Not Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Psychologist
  • Organization
  • St. Cloud Hospital
  • Areas of Work
  • Practitioner, Non-Profit Organization
  • Years of Experience
  • 6
  • Areas of Expertise
  • Basic Money Management, Behavioral Issues, Couples/Families, Navigating Choices, Personal Finance Education, Relationship Issues Around Money

Karen Basara

Karen linked glasses
 Not Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Organization
  • ACCAP
  • Areas of Expertise
  • Addressing Income Related Events, Basic Money Management, Credit, Debt Management, Housing, Personal Finance Education

Jeremy Heckman

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 Not Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Wealth Manager
  • Organization
  • Accredited Investors Inc.
  • Areas of Work
  • Other
  • Years of Experience
  • 10
  • Areas of Expertise
  • Addressing Income Related Events, Basic Money Management, Business, Couples/Families, Credit, Debt Management, Housing, Insurance, Personal Finance Education, Relationship Issues Around Money, Retirement

Catherine RETTIG

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 Not Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Organization
  • Midwest Gerontology Consulting LLC
  • Years of Experience
  • 17

Rita Olson

Hillman olson friendly cropped
 Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Accountant & Financial Couselor
  • Organization
  • RHO Business & Accounting Services
  • Areas of Work
  • Academia, Government, Non-Profit Organization
  • Years of Experience
  • 25
  • Areas of Expertise
  • Basic Money Management, Business, Debt Management, Family Business, Personal Finance Education
  • Contact Information

Craig Hovland

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 Not Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Personal Financial Counselor
  • Organization
  • Military
  • Years of Experience
  • 3
  • Areas of Expertise
  • Addressing Income Related Events, Basic Money Management, Business, Couples/Families, Credit, Family Business, Insurance, Military, Personal Finance Education, Retirement, Transitions

Sara Draveling

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 Not Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Senior Lead Auditor
  • Organization
  • Wells Fargo
  • Areas of Work
  • Military, Other
  • Years of Experience
  • 8
  • Areas of Expertise
  • Addressing Income Related Events, Basic Money Management, Military, Navigating Choices, Personal Finance Education

Sharon Powell Dr.

Sharon powell staff photo
 Not Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Educator
  • Organization
  • University of MN Extension
  • Areas of Work
  • Academia
  • Years of Experience
  • 5
  • Areas of Expertise
  • Addressing Income Related Events, Basic Money Management, Behavioral Issues, Couples/Families, Credit, Debt Management, Personal Finance Education, Relationship Issues Around Money, Transitions

Susan Schroeder

Afcpe
 Not Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Director of Mission Fulfillment
  • Organization
  • Neighbors Inc.
  • Areas of Work
  • Non-Profit Organization
  • Years of Experience
  • 15
  • 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, Military, Personal Finance Education, Relationship Issues Around Money, Transitions

Mark Peterson

Dsc 0003
 Not Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Retirement Services Specialist
  • Organization
  • Minnesota Teachers Retirement Association
  • Areas of Work
  • Government
  • Years of Experience
  • 3
  • Areas of Expertise
  • Basic Money Management, Credit, Debt Management, Military, Personal Finance Education, Retirement, Transitions

SARAH BUTLER

Headshot slb 2 26 18
 Not Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Research Project Specialist
  • Organization
  • University of Minnesota
  • Areas of Work
  • Academia, Government, Non-Profit Organization
  • Years of Experience
  • 10
  • 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, Military, Navigating Choices, Personal Finance Education, Relationship Issues Around Money, Retirement, Transitions
  • Contact Information

Kimberly Helm

300x300
 Not Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Business Development Account Manager - Marketing Partnerships
  • Organization
  • Thrivent Federal Credit Union
  • Areas of Work
  • Non-Profit Organization, Other
  • Years of Experience
  • 15

Ann Boyk

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 Not Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • CEO
  • Organization
  • Alpena Community Credit Union
  • Years of Experience
  • 38
  • Areas of Expertise
  • Basic Money Management, Credit, Debt Management, Housing, Personal Finance Education

Linette Sager

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 Not Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Organization
  • Wildfire Credit Union
  • Years of Experience
  • 20

Kathryn Greiner

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 Not Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Director of Credit Education retired 2-17-17
  • Organization
  • University of Michigan Credit Union
  • Areas of Work
  • Other
  • Years of Experience
  • 41
  • Areas of Expertise
  • Addressing Income Related Events, Basic Money Management, Couples/Families, Credit, 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, Navigating Choices, Personal Finance Education, Relationship Issues Around Money, Retirement, Transitions
  • Contact Information

Andria Nichols

300x300
 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • HSS
  • Organization
  • Veteran Affairs
  • Areas of Work
  • Government
  • Years of Experience
  • 10
  • Areas of Expertise
  • Addressing Income Related Events, Couples/Families, Credit, Debt Management, Financial Issues Related to Aging or Caring for an Aging Adult, Insurance, Military, Personal Finance Education, Relationship Issues Around Money, Retirement
  • Contact Information

Elizabeth Blanco

300x300
 Not Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Financial Counselor
  • Organization
  • Self
  • Years of Experience
  • 10
  • Areas of Expertise
  • Addressing Income Related Events, Basic Money Management, Behavioral Issues, Couples/Families, Credit, Debt Management, Housing, Navigating Choices, Personal Finance Education, Relationship Issues Around Money

Gabriella Barthlow

Gabeheadshot
 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC, FFC
  • Job Title
  • Credit/Financial Counselor- Instructor/Coach
  • Organization
  • Alpha Advisory Group. Inc.
  • Areas of Work
  • Government, Military, Practitioner, Non-Profit Organization, Other
  • Years of Experience
  • 20
  • Areas of Expertise
  • Addressing Income Related Events, Basic Money Management, Behavioral Issues, Business, Couples/Families, Credit, Debt Management, Family Business, Housing, Insurance, Military, Navigating Choices, Personal Finance Education, Relationship Issues Around Money, Retirement, Transitions
  • Contact Information

Charles Hoff

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 Not Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Member Financial Education Counselor
  • Organization
  • DFCU Financial FCU
  • Years of Experience
  • 24

Sarah Coats

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 Not Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Years of Experience
  • 7
  • Areas of Expertise
  • Basic Money Management, Couples/Families, Credit, Debt Management, Military, Personal Finance Education

Jiyoung Jeong

%c3%85%c2%a9%c2%b1%c3%a2%c2%ba%c2%af%c3%88%c2%af img 0604
 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Personal Financial Counselor
  • Organization
  • Zeiders, Inc.
  • Areas of Work
  • Government, Military
  • Years of Experience
  • 6
  • Areas of Expertise
  • Addressing Income Related Events, Basic Money Management, Behavioral Issues, Couples/Families, Credit, Debt Management, Military, Personal Finance Education, Relationship Issues Around Money, Transitions
  • Contact Information

Kyle Grevengoed kyle@visioncenteredfinance.com

P18
 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Financial Counselor
  • Organization
  • Living Hope, 501c3
  • Areas of Work
  • Practitioner, Non-Profit Organization
  • Years of Experience
  • 10
  • Areas of Expertise
  • Basic Money Management, Credit, Debt Management, Navigating Choices, Personal Finance Education
  • Contact Information

Weslia Echols

Img 1548   copy %28512x640%29
 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Managing Partner/Financial Coach
  • Organization
  • Trinity Financial Coaching, LLC
  • Areas of Work
  • Practitioner
  • Years of Experience
  • 18
  • Areas of Expertise
  • Basic Money Management, Couples/Families, Credit, Debt Management, Insurance, Navigating Choices, Personal Finance Education, Relationship Issues Around Money, Retirement
  • Contact Information

Willa Williams

Img 1579
 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Managing Partner/Financial Coach
  • Organization
  • Trinity Financial Coaching
  • Areas of Work
  • Practitioner
  • Years of Experience
  • 30
  • 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, Navigating Choices, Personal Finance Education, Relationship Issues Around Money, Retirement, Transitions
  • Contact Information

Deirdre Moore

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 Not Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Director of Financial Aid
  • Organization
  • Western Michigan University Homer Stryker MD School of Medicine
  • Areas of Work
  • Academia
  • Years of Experience
  • 28
  • Areas of Expertise
  • Basic Money Management, Debt Management, Personal Finance Education, Relationship Issues Around Money
  • Contact Information

Michelle Hoopman

Michelle fnbm picture
 Not Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Organization
  • First National Bank of Michigan
  • Years of Experience
  • 25
  • 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, Navigating Choices, Personal Finance Education, Relationship Issues Around Money, Retirement, Transitions

Amanda Decker

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 Not Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Loan Officer
  • Organization
  • Alpena Community Credit Union
  • Areas of Work
  • Other
  • Years of Experience
  • 15
  • Areas of Expertise
  • Addressing Income Related Events, Basic Money Management, Business, Credit, Debt Management, Family Business, Housing, Personal Finance Education, Relationship Issues Around Money

Scott Rubin

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 Not Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Financial Coach
  • Organization
  • Armed Services Financial Corporation
  • Areas of Expertise
  • Addressing Income Related Events, Basic Money Management, Behavioral Issues, Business, Couples/Families, Credit, Debt Management, Housing, Military, Navigating Choices, Personal Finance Education, Relationship Issues Around Money, Retirement, Transitions

Scott Matteson

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 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

Annah Schlegel

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 Not Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • head teller
  • Organization
  • 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, Personal Finance Education

Maria Johnson

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 Not Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Financial Coach
  • Organization
  • Starfish Family Services
  • Areas of Work
  • Academia, Non-Profit Organization
  • 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, 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

Dennis Tempia

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 Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Financial Readiness Program Manager
  • Organization
  • Army Community Service
  • Areas of Work
  • Government, Military
  • Years of Experience
  • 13
  • Areas of Expertise
  • Addressing Income Related Events, Basic Money Management, Business, Credit, Debt Management, Financial Issues Related to Disabilities and Caring for a Child or Adult with Disabilities, Housing, Military, Personal Finance Education, Retirement
  • Contact Information

Robert Engel III

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 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Outreach Specialist
  • Organization
  • City of Lansing Office of Financial Empowerment
  • Areas of Work
  • Government, Non-Profit Organization
  • Years of Experience
  • 2
  • 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, Navigating Choices, Personal Finance Education, Relationship Issues Around Money, Transitions
  • Contact Information

Lynn Thibeau

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 Not Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Financial Advisor/Counselor
  • Organization
  • Self Employed
  • Areas of Work
  • Other
  • Years of Experience
  • 13
  • Areas of Expertise
  • Addressing Income Related Events, Basic Money Management, Couples/Families, Credit, Debt Management, Insurance, Navigating Choices, Personal Finance Education, Relationship Issues Around Money

Jill Lorom

300x300
 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • IDA Program Coordinator
  • Organization
  • Coastal Enterprises, Inc. (CEI)
  • Areas of Work
  • Non-Profit Organization
  • Years of Experience
  • 17
  • Areas of Expertise
  • Basic Money Management, Credit, Debt Management, Housing, Personal Finance Education
  • Contact Information

Scheherazade Mason

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 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
  • 16
  • Areas of Expertise
  • Basic Money Management, Behavioral Issues, Credit, Debt Management, Housing, Navigating Choices, Personal Finance Education