Meet our Coaches

Our pro bono CFP coaches hail from around the country and provide financial advice and planning to new widows and widowers experiencing financial trauma.

Alan Goldfarb

CFP®, MBA

Dallas. Texas

Allen Freeman

CFP®, CLT®, CDFA®

Bluffton, South Carolina

Arash Navi

CFP®, AWMA®, CPA

Mission Viejo, California

 

Becky Sebastian

CFP®, CDFA®

Apple Valley, Minnesota

Brandon Frye

CFP®

Assonet, Massachusetts

 

Byrke Sestok

CFP®

Harrison, New York

Cheryl Langston

CFP®

McLean, Virginia

Chris Bentley

CFP®, MBA, CLU®, BFA, CRPC®

Wayzata, Minnesota

Chris Blakely

CFP®

Wilmington, Delaware

Chris Pena

CFP®, CRC®

Atlanta, Georgia

Christina Cardone

CFP®, CRPS, Corporate Retirement Director

Palm Harbor, Florida

Daphne Winston

CFP®

Clearwater, Florida

Darrell Rupert

CFP®

Austin, Texas

David McCary

CFP®, CRI®, MBA

West Hartford, Connecticut

David Stanfield

CFP®

Scottsdale, Arizona

Dennis Sakurai

CFP®

Richmond, California

Diane Reynolds

CFP®,  CPA

Honeoye, New York
Don Khieu

Don Khieu

CFP®

Garland, Texas

Edward de Arcos

CFA®, CFP®, CIMA®

Palmetto Bay, Florida
Elliot Appel

Elliott Appel

CFP®, CLU®, RLP®

Madison, Wisconsin

Elliott Weir

CFP®

Cedar Park, Texas

 

Evan Press

Evan Press

CFP®

Van Nuys, California

Francesca Gervascio-Franzen

Francesca Gervascio-Franzen

CFP®, AIF®

Temple, Texas

Frank Byskov

CFP®, CFA®

Bethesda, Maryland

Fred Hymans

CFP®

Roseville, California

Gary Simmerman

CFP®

Brookline, New Hampshire

George Kastanis

CFP®

Waretown, New Jersey

Gerri Harrison

CFP®, EA

Johnson City, New York

Grant Meyer

CFP®

Bloomington, Minnesota

Hank Scherf

CFP®

Foster City, California

 

Heather Holtzinger

CFP®

Denver, Colorado

James Harvey

CFP®, CPA/PFS

Colorado Springs, Colorado
Jeffrey Stern

Jeffrey Stern

CFP®

Sarasota, Florida

Jesse Whitsit

CFP®

Hauppauge, New York

John Petty

CFP®, CFA®

Newburyport, Massachusetts

John Williams

CFP®, CPA

Blue Ridge, Georgia

Jonathan Jones

CFP®

Oxford, Alabama

 

Joseph Davis

CFP®

New York, New York

Junko Horvath

CFP®, CeFT®, CEO

Atlanta, Georgia

 

Katy Chase

CFP®

New Market, Maryland

Kenneth Hornstein

CFP®

Owings Mills, Maryland

Kevin Lam

CFP®

Wilmington, Delaware

Kristen Buchanan

CFP®, CRPS®

West Chester, Ohio
Kristyn Gibson

Kristyn Gibson

CFP®

Skokie, Illinois

Lamar Hudson

CFP®, RICP®, WMCP®

Woodland Hills, California

Larry Albert

CFP®, AIF®, MBA

Salem, Massachusetts

Laura Richards

CFP®

Charlotte, North Carolina

 

Linda Sama

CFP®

Stony Brook, New York

Lynette Jones

CFP®

Vienna, Virginia

Matthew Serrano

CFP®

Forest Hills, New York

 

Melissa Brennan

Melissa Brennan

CFP®

Plano, Texas

Mike Powell

CFP®

Pleasanton, California

Otto Rivera

CFP®

Saint Cloud, Florida

 

Paul Lehman

CFP®, CFA®

Strongsville, Ohio

Ralph Leopold

Ralph Leopold

CFP®

Metairie, Louisiana

Ramesh Singh

Ramesh Singh

CFP®, CF®, MBA

Edison, New Jersey

Rich Chambers

CFP®

San Francisco, California

 

Rick Kelley

CFP® , CSA, CMFC

Tucson, Arizona

 

Robert Just

CFP®

Liverpool, New York
Robert Sharer

Robert Sharer

CFP®, MBA

Arlington, Virginia

Sharon Olson

CFP®

Minneapolis, Minnesota

Spencer Stark

CFP®

Eugene, Oregon

Steve Oniya

CFP®, MBA

Houston, Texas

Tara Bansal

CFP®

Princeton, New Jersey

Teri Rogowski

CFP® , CSA

Cary, North Carolina