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
Warren (Bud) Schneeweis
Not Providing Local Counseling
Not Providing Virtual Counseling
- Certifications
- AFC
- Job Title
- Director, Military Financial Readiness Project
- Organization
- FINRA Foundation
- Areas of Work
- Military
- Years of Experience
- 14
- Areas of Expertise
- Military, Retirement, Transitions
Andrea Ramsey
Not Providing Local Counseling
Not Providing Virtual Counseling
- Certifications
- AFC
- Areas of Work
- Military, Other
- Areas of Expertise
- Addressing Income Related Events, Basic Money Management, Couples/Families, Military, Navigating Choices, Personal Finance Education, Retirement
Michael Roush
Not Providing Local Counseling
Not Providing Virtual Counseling
- Certifications
- AFC
- Job Title
- Director, Real Economic Impact Network
- Organization
- National Diability Institute
- Areas of Work
- Non-Profit Organization
- Years of Experience
- 7
- Areas of Expertise
- Addressing Income Related Events, Basic Money Management, Behavioral Issues, Couples/Families, Credit, Debt Management, Financial Issues Related to Disabilities and Caring for a Child or Adult with Disabilities, Personal Finance Education, Relationship Issues Around Money
Elizabeth Coogan
Not Providing Local Counseling
Not Providing Virtual Counseling
- Certifications
- AFC
- Job Title
- Senior Advisor
- Organization
- U.S. Department of Education
- Areas of Expertise
- Basic Money Management, Credit, Debt Management, Personal Finance Education
Jason Simpson
Providing Local Counseling
Providing Virtual Counseling
- Certifications
- AFC
- Areas of Work
- Practitioner, Non-Profit Organization
- Years of Experience
- 17
- 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
- Contact Information
- Washington, DC
- Phone: 202-549-5390
- Website: http://www.findmyfinancialcoach.com
- Email: jhsimpson@afsc.com
Theodore Jones III
Providing Local Counseling
Not Providing Virtual Counseling
- Certifications
- AFC
- Job Title
- Tax Consultant
- Organization
- Concierge Tax Services, LLC
- Areas of Work
- Practitioner
- Years of Experience
- 15
- Contact Information
- Shelton, CT
- Phone: 203.767.7197
- Email: theodore@conciergetax.com
frances goodman
Providing Local Counseling
Not Providing Virtual Counseling
- Certifications
- AFC
- Job Title
- self employed
- Areas of Work
- Academia, Practitioner
- Years of Experience
- 9
- 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, Military, Navigating Choices, Personal Finance Education, Relationship Issues Around Money, Retirement
- Contact Information
- Mystic, CT
- Website: http://money-o.com
- Email: core1244@gmail.com
Jennifer Drury
Providing Local Counseling
Not Providing Virtual Counseling
- Certifications
- AFC
- Job Title
- PFM Specialist
- Organization
- FFSC New London
- Areas of Work
- Military
- Years of Experience
- 9
- Areas of Expertise
- Addressing Income Related Events, Basic Money Management, Couples/Families, Credit, Debt Management, Military, Personal Finance Education, Relationship Issues Around Money, Retirement, Transitions
- Contact Information
- Groton, CT
- Phone: 860-460-5445
- Email: mamadrury@comcast.net
Doug, CFP®, AFC® Bellfy

Providing Local Counseling
Providing Virtual Counseling
- Certifications
- AFC
- Job Title
- Financial Advisor
- Organization
- Synergy Financial Planning
- Areas of Work
- Practitioner
- Years of Experience
- 5
- 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, Retirement, Transitions
- Contact Information
- SOUTH GLASTONBURY, CT
- Phone: 860-430-1808
- Website: http://synergy-fp.com
- Email: doug@synergy-fp.com
Patricia Pope
Providing Local Counseling
Not Providing Virtual Counseling
- Certifications
- AFC
- Job Title
- Flight Chief, Airman & Family Readiness Center
- Organization
- Air Force
- Areas of Work
- Military
- Years of Experience
- 29
- Areas of Expertise
- Basic Money Management, Credit, Debt Management, Financial Issues Related to Aging or Caring for an Aging Adult, Insurance, Military, Personal Finance Education, Retirement, Transitions
- Contact Information
- Aurora, CO
- Phone: 501-416-4812
- Email: patricia.pope@us.af.mil
Victor Villarreal
Not Providing Local Counseling
Not Providing Virtual Counseling
- Certifications
- AFC
- Job Title
- Work Life Consultant
- Organization
- US Air Force
- Areas of Work
- Government, Military
- Years of Experience
- 30
Mary Braxton
Not Providing Local Counseling
Not Providing Virtual Counseling
- Certifications
- AFC
- Organization
- Army
- Areas of Work
- Government, Military
- Years of Experience
- 27
Laurel Kubin
Providing Local Counseling
Not Providing Virtual Counseling
- Certifications
- AFC
- Areas of Work
- Academia
- Years of Experience
- 46
- Areas of Expertise
- Basic Money Management, Personal Finance Education, Relationship Issues Around Money, Retirement
- Contact Information
- Windsor, CO
- Phone: 970-686-0544
- Email: laurelkubin@gmail.com
Jeffrey Major jtmajor@hotmail.com

Providing Local Counseling
Not Providing Virtual Counseling
- Certifications
- AFC
- Job Title
- Market Manager
- Organization
- Pioneer Services Division MidCountry Bank
- Areas of Work
- Government, Military
- Years of Experience
- 12
- Areas of Expertise
- Basic Money Management, Behavioral Issues, Credit, Debt Management, Insurance, Military, Navigating Choices, Personal Finance Education, Relationship Issues Around Money, Transitions
- Contact Information
- Colorado Springs, CO
- Phone: 706-394-7583
- Website: http://www.pioneerservices.com
- Email: jtmajor@hotmail.com
Dallas Shrawder
Not Providing Local Counseling
Not Providing Virtual Counseling
- Certifications
- AFC
- Job Title
- Financial Counselor
- Organization
- Army
- Areas of Work
- Government, Military
- Years of Experience
- 13
Sandra Whitaker
Not Providing Local Counseling
Not Providing Virtual Counseling
- Certifications
- AFC
- Job Title
- Community Readiness Consultant
- Organization
- Air Force
- Areas of Work
- Government, Military
- Years of Experience
- 20
Frederick Lewis
Not Providing Local Counseling
Not Providing Virtual Counseling
- Certifications
- AFC
- Job Title
- Army Emergency Relief Loan Officer
- Organization
- Army
- Areas of Work
- Government, Military
- Years of Experience
- 10
- Areas of Expertise
- Debt Management, Military, Personal Finance Education, Relationship Issues Around Money
Elizabeth Archuleta
Not Providing Local Counseling
Not Providing Virtual Counseling
- Certifications
- AFC
- Job Title
- Accredited Financial Counselor
- Organization
- Air Force
- Areas of Work
- Military
- Areas of Expertise
- Military
Christina Fornander
Providing Local Counseling
Providing Virtual Counseling
- Certifications
- AFC
- Job Title
- Personal Finance Readiness lead
- Organization
- Air Force
- Areas of Work
- Military
- Years of Experience
- 25
- Areas of Expertise
- Basic Money Management, Behavioral Issues, Couples/Families, Credit, Debt Management, Military, Personal Finance Education, Retirement, Transitions
- Contact Information
- Colorado Springs, CO
- Phone: 719-556-6304
- Email: christina.fornander@us.af.mil
Bret Anderson bret@h2communication.com

Providing Local Counseling
Providing Virtual Counseling
- Certifications
- AFC
- Job Title
- President
- Organization
- h2 Communication, LLC
- Areas of Work
- Academia, Practitioner, Other
- Years of Experience
- 28
- Areas of Expertise
- Addressing Income Related Events, Basic Money Management, Behavioral Issues, Couples/Families, Credit, Debt Management, Military, Navigating Choices, Personal Finance Education, Relationship Issues Around Money, Transitions
- Contact Information
- Morrison, CO
- Email: bret@h2communication.com
Melissa Duncan
Providing Local Counseling
Providing Virtual Counseling
- Certifications
- AFC
- Job Title
- Personal Finance Coach, Team Lead
- Organization
- mPowered
- Areas of Work
- Non-Profit Organization
- Years of Experience
- 7
- Areas of Expertise
- Addressing Income Related Events, Basic Money Management, Credit, Debt Management, Navigating Choices, Personal Finance Education, Relationship Issues Around Money
- Contact Information
- Lakewood, CO
- Email: melissa@mpoweredcolorado.org
Kristy Ragan
Providing Local Counseling
Providing Virtual Counseling
- Certifications
- AFC
- Job Title
- Financial Counselor/Accountant
- Organization
- One Account at a Time LLC
- Areas of Work
- Practitioner
- Years of Experience
- 18
- Areas of Expertise
- 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
- Contact Information
- Steamboat Springs, CO
- Phone: 970-846-7975
- Website: http://www.persfinance101.com
- Email: kjrsteamboat@gmail.com
Dale McKitrick
Providing Local Counseling
Not Providing Virtual Counseling
- Certifications
- AFC
- Job Title
- SFAC/SOS Financial Manager
- Organization
- Army/Fort Carson
- Areas of Work
- Government, Military, Non-Profit Organization
- Years of Experience
- 10
- Areas of Expertise
- Addressing Income Related Events, Basic Money Management, Business, Couples/Families, Credit, Debt Management, Housing, Insurance, Military, Navigating Choices, Personal Finance Education, Relationship Issues Around Money, Retirement, Transitions
- Contact Information
- Colorado Springs, CO
- Phone: 719-460-7611
- Email: dale.a.mckitrick.civ@mail.mil
Margaret Kramer
Not Providing Local Counseling
Not Providing Virtual Counseling
- Certifications
- AFC
- Job Title
- Personal Financial Counselor
- Organization
- USAF Academy
- Areas of Work
- Government, Military, Practitioner, Non-Profit Organization
- Years of Experience
- 13
- 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, Insurance, Military, Personal Finance Education, Relationship Issues Around Money, Retirement, Transitions
Jody Van Wyhe
Providing Local Counseling
Providing Virtual Counseling
- Certifications
- AFC
- Contact Information
- Colorado Springs, CO
- Phone: 808-341-9754
- Email: jody.vanwyhe@gmail.com
Patricia Seaman
Providing Local Counseling
Providing Virtual Counseling
- Certifications
- AFC
- Job Title
- Senior Director
- Organization
- National Endowment for Financial Education
- Areas of Work
- Non-Profit Organization
- Contact Information
- Denver, CO
- Email: pas@nefe.org
Glenda Wentworth
Providing Local Counseling
Not Providing Virtual Counseling
- Certifications
- AFC
- Job Title
- Family & Consumer Science Extension Agent
- Organization
- Colorado State University Extension
- Areas of Work
- Academia
- Years of Experience
- 17
- Areas of Expertise
- Basic Money Management, Personal Finance Education
- Contact Information
- Eagle, CO
- Phone: 970-328-8632
- Website: http://www.eaglecounty.us
- Email: glenda.wentworth@eaglecounty.us
Elizabeth Foster e.m.foster2016@gmail.com

Providing Local Counseling
Providing Virtual Counseling
- Certifications
- AFC, FFC
- Job Title
- Veteran Financial Coach
- Organization
- Armed Forces Services Corporation
- Areas of Work
- Academia, Military
- Years of Experience
- 6
- 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
- Colorado Springs, CO
- Phone: 651-398-3254
- Email: e.m.foster2016@gmail.com
Brent Neiser

Not Providing Local Counseling
Not Providing Virtual Counseling
- Certifications
- AFC
- Job Title
- Senior Director
- Organization
- National Endowment for Financial Education
- Areas of Work
- Non-Profit Organization
- Years of Experience
- 20
Susan Sharkey
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
Tiffany Hays

Providing Local Counseling
Providing Virtual Counseling
- Certifications
- AFC
- Job Title
- Operations Assistant
- Organization
- Zeiders
- Areas of Work
- Government, Military, Practitioner, Non-Profit Organization
- Years of Experience
- 5
- Areas of Expertise
- Basic Money Management, Behavioral Issues, Couples/Families, Credit, Debt Management, Military, Personal Finance Education, Relationship Issues Around Money, Transitions
- Contact Information
- Boulder, CO
- Phone: 719-502-6017
- Email: foxhays@comcast.net
Edith Reed
Providing Local Counseling
Not Providing Virtual Counseling
- Certifications
- AFC
- Job Title
- Personal Finance Coach
- Organization
- Mpowered
- 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, Military, Navigating Choices, Personal Finance Education, Relationship Issues Around Money, Transitions
- Contact Information
- Aurora, CO
- Website: http://mpoweredcolorado.org
- Email: edith@mpoweredcolorado.org
John Willcockson
Providing Local Counseling
Providing Virtual Counseling
- Certifications
- AFC, FFC
- Job Title
- Personal Financial Counselor
- Organization
- Zeiders
- Areas of Work
- Government, Military
- Years of Experience
- 5
- Areas of Expertise
- Addressing Income Related Events, Basic Money Management, Business, Couples/Families, Credit, Debt Management, Family Business, Housing, Insurance, Military, Navigating Choices, Personal Finance Education, Relationship Issues Around Money, Retirement, Transitions
- Contact Information
- Colorado Springs, CO
- Phone: 310-697-9712
- Email: john.willcockson@centurylink.net
Mark Lawry
Providing Local Counseling
Not Providing Virtual Counseling
- Certifications
- AFC
- Job Title
- Personal Financial Counselor
- Organization
- Zeiders
- Areas of Work
- Military
- Years of Experience
- 3
- Areas of Expertise
- Basic Money Management, Debt Management, Military, Transitions
- Contact Information
- Fountain, CO
- Phone: (719)900-8099
- Email: lawrymark@aol.com
Lorinda Diehl

Not Providing Local Counseling
Providing Virtual Counseling
- Certifications
- AFC
- Job Title
- Campus Engagement and Education Consultant
- Organization
- American Student Assistance
- Areas of Work
- Non-Profit Organization, Other
- Years of Experience
- 21
- Areas of Expertise
- Basic Money Management, Personal Finance Education
- Contact Information
- Highlands Ranch, CO
- Phone: (720) 272-3913
- Email: lorindadiehl@gmail.com
Sarae Kurth
Providing Local Counseling
Not Providing Virtual Counseling
- Certifications
- AFC
- Job Title
- Community Relations Coordinator
- Organization
- Denver Community Credit Union
- Areas of Work
- Non-Profit Organization, Other
- 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, Personal Finance Education
- Contact Information
- Denver, CO
- Phone: 303-573-1170 x. 1604
- Email: skurth@denvercommunity.coop
Lisa Anderson
Not Providing Local Counseling
Not Providing Virtual Counseling
- Certifications
- AFC
- Job Title
- Communtiy Readiness Consultant
- Organization
- Airman and Family Readines Center
- Areas of Work
- Military
- Years of Experience
- 7
Rebecca Thelen
Providing Local Counseling
Not Providing Virtual Counseling
- Certifications
- AFC
- Job Title
- Housing & Financial Counselor
- Organization
- Boulder County Housing & Financial Counseling Program
- Areas of Work
- Government, Non-Profit Organization
- Years of Experience
- 10
- Areas of Expertise
- Addressing Income Related Events, Basic Money Management, Credit, Housing, Personal Finance Education
- Contact Information
- Boulder, CO
- Phone: 303-441-4963
- Website: http://www.bouldercountyhc.org
- Email: bthelen@bouldercounty.org
Holly Morphew
Providing Local Counseling
Providing Virtual Counseling
- Certifications
- AFC
- Job Title
- Founder
- Organization
- Financial Impact
- Areas of Work
- Practitioner
- Years of Experience
- 12
- Areas of Expertise
- Addressing Income Related Events, Basic Money Management, Business, Debt Management, Family Business, Personal Finance Education, Transitions
- Contact Information
- Boulder, CO
- Phone: 720-985-4804
- Email: holly@financialimpact.com
Jean Thomas
Not Providing Local Counseling
Not Providing Virtual Counseling
- Certifications
- AFC
- Job Title
- Financial Counselor Survivor Outreach Services
- Organization
- Army Community Service
- Areas of Work
- Military
- Areas of Expertise
- Addressing Income Related Events, Basic Money Management, Credit, Debt Management, Military, Navigating Choices, Personal Finance Education, Relationship Issues Around Money
ANAIS GONZALEZ CASTELLANO
Not Providing Local Counseling
Not Providing Virtual Counseling
- Certifications
- AFC
- Job Title
- FINANCIAL COACH
- Organization
- MPOWERED
- Areas of Work
- Non-Profit Organization
- Years of Experience
- 6
- Areas of Expertise
- Addressing Income Related Events, Basic Money Management, Behavioral Issues, Credit, Debt Management, Navigating Choices, Personal Finance Education, Relationship Issues Around Money, Transitions
Kimberly Roy

Not Providing Local Counseling
Not Providing Virtual Counseling
- Certifications
- AFC
- Job Title
- Program Manager High School Financial Planning Program
- Organization
- National Endowment for Financial Education
- Areas of Work
- Non-Profit Organization
- Years of Experience
- 16
Amelia Conrad amarty@nefe.org

Not Providing Local Counseling
Not Providing Virtual Counseling
- Certifications
- AFC
- Job Title
- Program Director
- Organization
- National Endowment for Financial Education
- Areas of Work
- Non-Profit Organization
- Years of Experience
- 6
- Areas of Expertise
- Basic Money Management, Personal Finance Education
Peggy Muldoon
Not Providing Local Counseling
Not Providing Virtual Counseling
- Certifications
- AFC
- Job Title
- Project Manager, Consumer Education
- Organization
- National Endowment for Financial Education
- Areas of Work
- Non-Profit Organization
- Years of Experience
- 3
Raven Newberry

Not Providing Local Counseling
Not Providing Virtual Counseling
- Certifications
- AFC
- Job Title
- Program Manager
- Organization
- National Endowment for Financial Education
- Areas of Work
- Non-Profit Organization
- Years of Experience
- 2
Carli Cisna

Not Providing Local Counseling
Not Providing Virtual Counseling
- Certifications
- AFC
- Job Title
- Bilingual Personal Finance Coach
- Organization
- mpowered
- Areas of Work
- Non-Profit Organization
- Years of Experience
- 2
- Areas of Expertise
- Basic Money Management, Business, Credit, Debt Management, Housing, Navigating Choices, Personal Finance Education
Joseph Blakistone

Providing Local Counseling
Providing Virtual Counseling
- Certifications
- AFC
- Areas of Expertise
- Behavioral Issues, Housing, Military, Personal Finance Education
- Contact Information
- Colorado Springs, CO
- Phone: 512-983-7982
- Email: jblakistone@hotmail.com
Anna Sprague
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
David Vicker
Not Providing Local Counseling
Not Providing Virtual Counseling
- Certifications
- AFC
- Areas of Work
- Military, Other
- 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, Military, Personal Finance Education, Retirement, Transitions
Debra Williams
Not Providing Local Counseling
Not Providing Virtual Counseling
- Certifications
- AFC
- Areas of Expertise
- Addressing Income Related Events, Basic Money Management, Behavioral Issues, Couples/Families, Credit, Debt Management, Insurance, Military, Navigating Choices, Personal Finance Education, Relationship Issues Around Money, Retirement, Transitions