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Meet Our Coaches
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
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
CFP®
Garland, Texas
Edward de Arcos
CFA®, CFP®, CIMA®
Palmetto Bay, Florida
Elliott Appel
CFP®, CLU®, RLP®
Madison, Wisconsin
Elliott Weir
CFP®
Cedar Park, Texas
Evan Press
CFP®
Van Nuys, California
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
Grant Meyer
CFP®
Bloomington, Minnesota
Hank Scherf
CFP®
Foster City, California
Heather Holtzinger
CFP®
James Harvey
CFP®, CPA/PFS
Colorado Springs, Colorado
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
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
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
Laura Richards
CFP®
Charlotte, North Carolina
Otto Rivera
CFP®
Saint Cloud, Florida
Paul Lehman
CFP®, CFA®
Strongsville, Ohio
Ralph Leopold
CFP®
Metairie, Louisiana
Ramesh Singh
CFP®, CF®, MBA
Edison, New Jersey
Rich Chambers
CFP®
Rick Kelley
CFP® , CSA, CMFC
Robert Just
CFP®
Robert Sharer
CFP®, MBA
Arlington, Virginia
Spencer Stark
CFP®
Steve Oniya
CFP®, MBA
Tara Bansal
CFP®
Princeton, New Jersey
Teri Rogowski
CFP® , CSA