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Meet Our Coaches

Our volunteer coaches hail from around the country and all have earned their CFP® designations. Learn more about what this designation means here. When you work with one of our CFP® coaches, you are working with the best. Your pro bono financial advisor has one goal: to provide you the advice, guidance, and support you need to feel confident about your financial situation and prepare you to take the next steps into the future. 

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

Stephen Overstreet

CFP®, MBA

Winter Park, Florida

Chris Blakely

CFP®

Wilmington, Delaware

Gordon Reynolds

CFP®, CFA®

Tucson, Arizona

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

John Petty

CFP®, CFA®

Newburyport, Massachusetts

Jesse Whitsit

CFP®

Hauppauge, New York

John Williams

CFP®, CPA

Blue Ridge, Georgia

Jonathan Jones

CFP®

Oxford, Alabama

Joseph Davis

CFP®

New York, New York

Thomas Pontes

CFP®, CPT®

Bellingham, Massachusetts

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

Mike Powell

CFP®

Walnut Creek, CA

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

Spencer Stark

CFP®

Eugene, Oregon

Steve Oniya

CFP®,  ChFC®, MBA

Houston, Texas

Tara Bansal

CFP®

Princeton, New Jersey

Christina Cardone

CRPS®, CFP®

Palm Harbor, Florida

Sharon Olson

CFP®

Minneapolis, Minnesota

David Rains

RICP®, CFP®  

Victoria, Minnesota

Karen McCloskey

CPWA®, CFP®

North Hampton, New Hampshire

Robert Lesser

CRPC®, CFP®

Hollywood, Florida

Tom Burleigh

CTFA®, CFP®

West Newbury, Massachusetts

Diane Kraft-Dziedzic

CFP®

Vienna, Virginia

Michael Jones

ChFC®, MSFS®, CFP®

Louisville, Kentucky

Eric Kirste

CIMA®, AIF®, CFP®

Prospect Heights, Illinois

Stephanie Porter

JD, CFP®

Livonia, Michigan

Melissa Brennan

Melissa Brennan

CFP®

Plano, Texas

Dani Ryan

CFP®, CDFA®, CRPC®

Cockeysville, Maryland

Tony Lofaso

CFP®, CLU®, ChFC®, RICP®

West Palm Beach, Florida

Della Stegall

CFP®, CIMA®, RICP®

New Braunfels, Texas

Chris Latham

CFP®

Huntington Beach, California

Tracy Richter

CFP®

Knoxville, Tennessee

Klaus Steinke

CFP®

Pleasant Hill, Iowa

Meghan McBride

CFP®, CTFA®, CDFA®

Charlotte, North Carolina