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

Madeleine Greene

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 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Educator and counselor
  • Organization
  • The Money Team
  • Areas of Work
  • Academia, Military, Practitioner, Non-Profit Organization
  • Years of Experience
  • 25
  • Areas of Expertise
  • Basic Money Management, 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

Joseph Goetz

300x300
 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Professor & Financial Planner
  • Organization
  • University of Georgia / Elwood & Goetz
  • Areas of Work
  • Academia, Practitioner
  • Years of Experience
  • 12
  • Areas of Expertise
  • Addressing Income Related Events, Basic Money Management, Behavioral Issues, Business, Couples/Families, Credit, Debt Management, Family Business, Insurance, Navigating Choices, Personal Finance Education, Relationship Issues Around Money, Retirement, Transitions
  • Contact Information

Elizabeth Speck

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 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Counselor
  • Organization
  • Elizabeth Speck, LLC
  • Areas of Work
  • Government, Military, Practitioner
  • Years of Experience
  • 10
  • 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, Insurance, Military, Navigating Choices, Personal Finance Education, Relationship Issues Around Money, Retirement, Transitions
  • Contact Information

Kathleen Hobbs

Image
 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Personal Financial Counselor
  • Organization
  • Zeiders Enterprises
  • Areas of Work
  • Military
  • Years of Experience
  • 10
  • Areas of Expertise
  • Addressing Income Related Events, Basic Money Management, Couples/Families, Credit, Debt Management, Military, Personal Finance Education
  • Contact Information

Christine Julius

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 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Financial Counselor
  • Organization
  • Virtual Financial Counseling
  • Areas of Work
  • Government, Military, Practitioner
  • Years of Experience
  • 7
  • 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, Military, Navigating Choices, Personal Finance Education, Relationship Issues Around Money, Retirement, Transitions
  • Contact Information

Andi Wrenn andi.m.wrenn@gmail.com

Andi wrenn july 2018 small
 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Provider Network Manager
  • Organization
  • Zeiders
  • Areas of Work
  • Military, Practitioner, Other
  • Years of Experience
  • 10
  • 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

Thomas Bradley

300x300
 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Chief, Airman & Family Readiness Center
  • Organization
  • Air Force
  • Areas of Work
  • Military
  • Years of Experience
  • 33
  • Areas of Expertise
  • Basic Money Management, Credit, Debt Management, Housing, Military, Personal Finance Education, Retirement
  • Contact Information

Vicki Beaudoin

300x300
 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Financial Counselor
  • Organization
  • United States Air Force
  • Areas of Work
  • Government, Military
  • Years of Experience
  • 14
  • 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, Navigating Choices, Personal Finance Education, Relationship Issues Around Money, Retirement, Transitions
  • Contact Information

Shante Antrom antrom.gowans@gmail.com

300x300
 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • President
  • Organization
  • Crossway Management Group
  • Areas of Work
  • Academia, Practitioner
  • Years of Experience
  • 10
  • Areas of Expertise
  • Addressing Income Related Events, Basic Money Management, Business, Credit, Debt Management, Military, Personal Finance Education, Relationship Issues Around Money, Transitions
  • Contact Information

Robert Saltkield Esquire

300x300
 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Financial Counselor
  • Organization
  • Army ACS
  • Areas of Work
  • Government, Military
  • Years of Experience
  • 30
  • Areas of Expertise
  • Basic Money Management, Credit, Debt Management, Military, Personal Finance Education, Relationship Issues Around Money
  • Contact Information

Trysha Upton

Trysha profile
 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Personal Financial Counselor
  • Organization
  • Zeider's Enterprises
  • Areas of Work
  • Government, Military, Practitioner, Non-Profit Organization
  • Years of Experience
  • 7
  • Areas of Expertise
  • Addressing Income Related Events, Basic Money Management, Behavioral Issues, Credit, Debt Management, Housing, Insurance, Military, Navigating Choices, Personal Finance Education, Relationship Issues Around Money, Retirement, Transitions
  • Contact Information

Suzanne Frie

Profile pic
 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Personal Financial Counselor
  • Organization
  • Zeiders Enterprises
  • Areas of Work
  • Military, Non-Profit Organization, Other
  • Years of Experience
  • 4
  • Areas of Expertise
  • Basic Money Management, Couples/Families, Debt Management, Military, Personal Finance Education, Relationship Issues Around Money
  • Contact Information

Gary Swalve

300x300
 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Personal Financial Counselor
  • Areas of Work
  • Government, Military, Non-Profit Organization
  • Years of Experience
  • 10
  • Areas of Expertise
  • Basic Money Management, Couples/Families, Credit, Debt Management, Housing, Insurance, Military, Navigating Choices, Personal Finance Education, Relationship Issues Around Money, Retirement, Transitions
  • Contact Information

Tazim Mawani

300x300
 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFCC
  • Organization
  • OACCS
  • Areas of Work
  • Government
  • 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, Personal Finance Education, Relationship Issues Around Money, Retirement, Transitions
  • Contact Information

Kelly Jabbusch

Kelly
 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Personal Financial Counselor
  • Organization
  • Zeiders Enterprises
  • Areas of Work
  • Military
  • Years of Experience
  • 5
  • Areas of Expertise
  • Addressing Income Related Events, Basic Money Management, Credit, Debt Management, Housing, Military, Navigating Choices, Personal Finance Education, Relationship Issues Around Money, Retirement
  • Contact Information

Bart Colom

Bartpicture
 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Family Therapist/Financial Couselor
  • Organization
  • Integrity Behavioral & Coaching Solutions, LLC
  • 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, Military, Navigating Choices, Personal Finance Education, Relationship Issues Around Money, Retirement, Transitions
  • Contact Information

Elizabeth Fulgaro

300x300
 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC, FFC
  • Job Title
  • Financial Coach & Counselor
  • Organization
  • JB, Inc.
  • Areas of Work
  • Practitioner
  • Years of Experience
  • 30
  • Areas of Expertise
  • Basic Money Management, Behavioral Issues, Couples/Families, Military, Navigating Choices, Personal Finance Education, Retirement, Transitions
  • Contact Information

Angela Henderson

300x300
 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Personal Financial Counselor
  • Organization
  • Zeiders Corporation
  • Areas of Work
  • Military, Other
  • Years of Experience
  • 6
  • Areas of Expertise
  • Basic Money Management, Credit, Debt Management, Military, Navigating Choices, Personal Finance Education, Transitions
  • Contact Information

Robert Jones

Rob jones 1
 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Program Coordinator - PFP Program and Certified Financial Planner in private practice
  • Organization
  • Park University/Hutchins & Haake CPAs
  • Areas of Work
  • Academia, Practitioner
  • 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

Jiyoung Jeong

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 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Personal Financial Counselor
  • Organization
  • Zeiders, Inc.
  • Areas of Work
  • Government, Military
  • Years of Experience
  • 8
  • 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, Retirement, Transitions
  • Contact Information

Silke Bone

300x300
 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Financial Counselor Program Manager
  • Organization
  • Sound Outreach
  • Areas of Work
  • Government, Military, Non-Profit Organization
  • Years of Experience
  • 5
  • Areas of Expertise
  • Basic Money Management, Credit, Debt Management, Housing, Insurance, Military, Personal Finance Education, Retirement, Transitions
  • Contact Information

James Walsh

Fullsizerender
 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Training & Liaison Specialist
  • Organization
  • FRTIB
  • Areas of Work
  • Government, Military
  • Years of Experience
  • 2
  • Areas of Expertise
  • Credit, Debt Management, Housing, Insurance, Military, Personal Finance Education, Relationship Issues Around Money, Retirement, Transitions
  • Contact Information

Brandon Endsley

300x300
 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Assistant Director of Financial Aid
  • Organization
  • Presbyterian College
  • Areas of Work
  • Academia
  • Years of Experience
  • 10
  • Areas of Expertise
  • Basic Money Management, Business, Credit, Debt Management, Personal Finance Education
  • Contact Information

sanae orchi

300x300
 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Organization
  • Serco
  • Areas of Work
  • Government
  • Years of Experience
  • 8
  • 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, Financial Issues Related to Disabilities and Caring for a Child or Adult with Disabilities, Housing, Insurance, Military, Personal Finance Education, Relationship Issues Around Money, Retirement, Transitions
  • Contact Information

Patricia Savage, M.S.

300x300
 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Family Financial Education Specialist
  • Organization
  • University of Missouri Extension
  • Areas of Work
  • Academia
  • Years of Experience
  • 2
  • Areas of Expertise
  • Addressing Income Related Events, Basic Money Management, Credit, Debt Management, Housing, Navigating Choices, Personal Finance Education
  • Contact Information

Gary Strong

300x300
 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Personal Financial Counselor
  • Organization
  • Zeiders
  • Areas of Work
  • Military
  • Years of Experience
  • 10
  • Areas of Expertise
  • Basic Money Management, Couples/Families, Credit, Debt Management, Housing, Insurance, Military, Personal Finance Education, Relationship Issues Around Money, Retirement, Transitions
  • Contact Information

Twanfran Jackson

Fran jackson
 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Personal Financial Readiness Consultant
  • Organization
  • Solution Financials
  • Areas of Work
  • Government, Military, Practitioner, Non-Profit Organization, Student, Other
  • Years of Experience
  • 13
  • Areas of Expertise
  • Basic Money Management, Credit, Debt Management, Insurance, Military, Personal Finance Education, Retirement, Transitions
  • Contact Information

Jennifer Trimble

328634 2097053 1373516217
 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Member Resources Advisor / Lending Services Representative
  • Organization
  • United 1st Federal Credit Union
  • Areas of Work
  • Non-Profit Organization, Student
  • Years of Experience
  • 10
  • Areas of Expertise
  • Basic Money Management, Business, Couples/Families, Credit, Debt Management, Military, Navigating Choices, Personal Finance Education, Retirement, Transitions
  • Contact Information

Keathen Wilson

Noble path financial logo
 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • CEO
  • Organization
  • Nobel Path Financial
  • Areas of Work
  • Academia, Practitioner
  • Years of Experience
  • 30
  • Areas of Expertise
  • Basic Money Management, Business, Financial Issues Related to Aging or Caring for an Aging Adult, Insurance, Personal Finance Education, Retirement
  • Contact Information

Louis Williams

300x300
 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • President
  • Organization
  • A Debt Coach
  • Areas of Work
  • Non-Profit Organization
  • Years of Experience
  • 11
  • Areas of Expertise
  • 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, Personal Finance Education
  • Contact Information

Cain Hill

Cain.linkedin
 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Personal Financial Counselor
  • Organization
  • Zeiders Enterprises
  • Areas of Work
  • Military
  • Years of Experience
  • 1
  • Areas of Expertise
  • Basic Money Management, Debt Management, Military, Personal Finance Education
  • Contact Information

Deanna Carson

300x300
 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Homeownership Program Manager
  • Organization
  • Community Home Trust
  • Areas of Work
  • Non-Profit Organization
  • Years of Experience
  • 10
  • Areas of Expertise
  • Basic Money Management, Couples/Families, Credit, Debt Management, Housing, Personal Finance Education
  • Contact Information

Patrick Holmes

300x300
 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Organization
  • SECU
  • Years of Experience
  • 5
  • Areas of Expertise
  • Addressing Income Related Events, Basic Money Management, Business, 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
  • Contact Information

Laurie Johnson

Laurie headshot 1
 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Financial Therapist
  • Organization
  • ReVision Financial Solutions
  • Areas of Work
  • Practitioner
  • Years of Experience
  • 4
  • Areas of Expertise
  • Addressing Income Related Events, Basic Money Management, Behavioral Issues, Business, Couples/Families, Credit, Debt Management, Housing, Navigating Choices, Personal Finance Education, Relationship Issues Around Money, Transitions
  • Contact Information

Lana Edwards

300x300
 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Personal Financial Readiness Specialist
  • Organization
  • Department of Defense
  • Areas of Work
  • Government, Military
  • Years of Experience
  • 2
  • Areas of Expertise
  • Addressing Income Related Events, Basic Money Management, Credit, Debt Management, Military, Personal Finance Education, Retirement, Transitions
  • Contact Information

Courtney Bettle

300x300
 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Director of Financial Capability
  • Organization
  • CASH Campaign of Maryland
  • Areas of Work
  • Non-Profit Organization
  • Years of Experience
  • 3
  • Areas of Expertise
  • Basic Money Management, Couples/Families, Credit, Debt Management, Personal Finance Education, Relationship Issues Around Money
  • Contact Information

Brandan Wheeler

300x300
 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • FFC
  • Job Title
  • Assistant Professor
  • Organization
  • Mississippi State University
  • Areas of Work
  • Academia
  • Years of Experience
  • 2
  • Areas of Expertise
  • Basic Money Management, Couples/Families, Credit, Debt Management, Personal Finance Education, Relationship Issues Around Money, Transitions
  • Contact Information

Barbara Quan

Msa welcome letter test2
 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Money Coach
  • Organization
  • CLC Inc.
  • Years of Experience
  • 6
  • 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
  • Contact Information

Crystal Mancera Meisner

300x300
 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Financial Services Manager
  • Organization
  • Western Vista FCU
  • Areas of Work
  • Practitioner, Non-Profit Organization
  • Years of Experience
  • 5
  • 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

Scott Henderson

Scotthenderson
 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Accredited Financial Counselor
  • Organization
  • Simplifinances
  • Areas of Work
  • Academia, Practitioner, Student
  • Years of Experience
  • 3
  • 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
  • Contact Information

BRANDY HUDSON

Img 0711
 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Army Emergency Relief Specialist
  • Organization
  • Army Community Service
  • Areas of Work
  • Government
  • Years of Experience
  • 8
  • Areas of Expertise
  • Addressing Income Related Events, Basic Money Management, Couples/Families, Credit, Debt Management, Military, Navigating Choices, Personal Finance Education, Retirement, Transitions
  • Contact Information

Lydia Ruter

300x300
 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Program Manager
  • Organization
  • mpowered
  • Areas of Work
  • Non-Profit Organization
  • Years of Experience
  • 5
  • Areas of Expertise
  • Addressing Income Related Events, Basic Money Management, Couples/Families, Credit, Debt Management, Housing, Navigating Choices, Personal Finance Education, Transitions
  • Contact Information

Santino Mangine

My picture
 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Financial Coach
  • Organization
  • Zeiders Enterprises, Inc.
  • Areas of Work
  • Military, Non-Profit Organization
  • Years of Experience
  • 1
  • 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

Stephanie Yates

300x300
 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Director and Endowed Professor, Regions Institute for Financial Education
  • Organization
  • UAB
  • Areas of Work
  • Academia
  • Years of Experience
  • 11
  • Areas of Expertise
  • Addressing Income Related Events, Basic Money Management, 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
  • Contact Information

Jayne Larson

300x300
 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Personal Financial Counselor
  • Organization
  • Zeiders Enterprises
  • Years of Experience
  • 3
  • Areas of Expertise
  • Basic Money Management, Couples/Families, Credit, Debt Management, Housing, Military, Navigating Choices, Personal Finance Education
  • Contact Information

Pamela Capalad

300x300
 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Founder & Financial Planner
  • Organization
  • Brunch & Budget
  • Areas of Work
  • Practitioner
  • Years of Experience
  • 8
  • 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

Molly Sutz

Visuelle photography  ellwood   goetz  molly dsc 5883
 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Paraplanner + Operations Coordinator
  • Organization
  • Elwood + Goetz Wealth Advisory Group
  • Areas of Expertise
  • Basic Money Management, Credit, Debt Management, Personal Finance Education, Retirement
  • Contact Information

Sherry Jones

300x300
 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Financial Consultant
  • Organization
  • Private Practice
  • Areas of Work
  • Practitioner, Non-Profit Organization
  • Years of Experience
  • 25
  • Areas of Expertise
  • Addressing Income Related Events, Basic Money Management, Business, Credit, Debt Management, Family Business, Financial Issues Related to Aging or Caring for an Aging Adult, Housing, Insurance, Navigating Choices, Personal Finance Education, Retirement
  • Contact Information

Julianne Miller

Julie
 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Accounting Paraprofessional
  • Organization
  • Lochen & Chase, P.C.
  • Areas of Work
  • Other
  • Years of Experience
  • 13
  • Areas of Expertise
  • Addressing Income Related Events, Basic Money Management, Business, Couples/Families, Credit, Family Business, Financial Issues Related to Aging or Caring for an Aging Adult, Housing, Insurance, Navigating Choices, Personal Finance Education, Retirement
  • Contact Information

Dutch "Bernd" Deblouw

Dutchdeblouw
 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Finance manager
  • Organization
  • New Covenant Church
  • 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, Housing, Insurance, Navigating Choices, Personal Finance Education, Relationship Issues Around Money, Retirement, Transitions
  • Contact Information