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

Wings for Widows is a Minnesota nonprofit corporation exempt from federal income tax under Section 501(c)(3) of the Internal Revenue Code.

Federal Tax Identification Number (EIN): 82-3910357

Wings for Widows does not and shall not discriminate on the basis of race, color, religion (creed), gender, gender expression, age, national origin (ancestry), disability, marital status, sexual orientation, or military status, in any of its activities or operations. These activities include, but are not limited to, hiring and firing of staff, selection of volunteers and vendors, and provision of services. We are committed to providing an inclusive and welcoming environment for all members of our staff, volunteers, vendors, donors and clients.

© Copyright 2023. Wings for Widows. All Rights Reserved.