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