Meet Our Coaches | Wings for Widows

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

 

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

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

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 Williams

CFP®, CPA

Blue Ridge, Georgia

John Petty

CFP®, CFA®

Newburyport, Massachusetts

Jonathan Jones

CFP®

Oxford, Alabama

 

Joseph Davis

CFP®

New York, New York

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

Mark Renard

CFP®

Lake Oswego, Oregon

Matthew Serrano

CFP®

Forest Hills, New York

 

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

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

Tara Bansal

CFP®

Princeton, New Jersey

Teri Rogowski

CFP® , CSA

Cary, North Carolina