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Find A Financial Advisor

Financial Advisor Network

Wings for Widows Logo colored

Guidance from the Heart:
A Network of Compassionate Experts

Our volunteer coaches are "first-responders" who hail from around the country and are eager to help you. They have one goal: to provide you with personalized advice and guidance to help you manage the overwhelming administrative, financial, and "practical" matters of loss. They will help you feel more confident and secure when making financial decisions about your future.

When you lose a spouse, your financial situation can feel like an emergency, a crisis. For many, it is a crisis.

Wings for Widows helps you connect with an experienced CERTIFIED FINANCIAL PLANNER™ professional who understands your unique challenges and is committed to providing at least four hours of professional advice and guidance at no cost to you during safe, judgment-free virtual sessions. To learn more about the areas your coach can address with you, please visit here.

If you are overwhelmed, this is no time to go it alone. Professional advice and guidance can help you avoid making costly mistakes and legal missteps. Get your questions answered! Connect with your volunteer coach today.

Getting connected with your volunteer coach is as easy as 1-2-3:

  1. Select your Coach. Search by state to find your coach. Each profile includes the coach's professional credentials, areas of expertise, languages spoken, and background information. Click "Contact Coach" to connect. Your coach will contact you within a few days.
  2. Complete the Financial Wellness Survey. If you have completed the Financial Wellness Survey, thank you. If you haven't, please complete the Financial Wellness Survey here. The Financial Wellness Survey will help you and your coach get off to a quick start.
  3. Sign the Client Letter of Agreement. If you agree to work with the coach, you will be asked to review and sign a letter of agreement here. This sets the expectations for working together.

What you can expect:

During your initial four hours of pro bono (no-cost) meetings, your advisor will focus on understanding your situation and helping you navigate important financial decisions. There is no selling of products or services during this period. Your coach will help you address your biggest concerns and provide advice and suggestions covering the most important topics during safe, virtual meetings. After completing the pro bono engagement, you and your coach can discuss options for moving forward—whether that means continuing with pro bono assistance, transitioning to professional services, or concluding the engagement. The choice is yours, with no pressure or obligation whatsoever.

Everyone deserves access to professional financial guidance during this challenging transition. And that's precisely what you receive when working with Wings for Widows. Our volunteer coaches provide their services with complete confidentiality and adhere to the CFP® Board's strict ethical standards. You couldn't be in better hands!

Take the first essential step today by finding your financial coach below.

I didn’t know what to expect from this. I was hoping for someone to teach me how to handle our money but preparing for the worst. I was ready to have some guy tell me to invest money I don’t have into things I don’t understand and then tell me to stop shopping, and that is NOT what I got. My coach was extremely empathetic, kind, and thankfully understanding… He taught me how to make a budget and gave me a general understanding of where my money is going/can go and how to keep it safe. I’m so thankful to have had such an amazing person coach me through the least amazing part of my life.

-Jacqueline P., Bowling Green KY

Choose Your Financial Coach

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Available
Not Available
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Stephen Overstreet
CFP
Winter Park
,
Florida
Florida
Eastern Time Zone (ET)
English
Retirement/Retirement Income
Investment Management
Debt Management
Financial Planning for LGBTQ+
Available
Not Available
true
Cheryl Langston
CFP
McLean
,
Virginia
Virginia
Eastern Time Zone (ET)
English
Retirement/Retirement Income
Wealth Management
Estate Planning
Tax Planning
Risk Management/Insurance
Available
Not Available
true
Nicole Moten
CFP
Birmingham
,
Alabama, Arizona, California, Colorado, Connecticut, Delaware, Florida, Georgia, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Maine, Maryland, Massachusetts, Michigan, Minnesota, Missouri, Montana, Nevada, New Hampshire, New Jersey, New York, North Carolina, Ohio, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Utah, Vermont, Virginia, Washington, Wisconsin, Wyoming
Michigan
English
Financial Planning
Retirement/Retirement Income
Risk Management/Insurance
Wealth Management
Philanthropy/Charitable Giving
Available
Not Available
true
Danielle Luster
CDFA, CFP
San Diego
,
Nationwide (all states)
California
Pacific Time Zone (PT)
English
Retirement/Retirement Income
Tax Planning
Wealth Management
Investment Management
Available
Not Available
true
Anitra Carol Brennan
CFP, Other, CRPC, CPFA, RFC
McKinney
,
Nationwide (all states, or it doesn't apply)
Texas
Central Time Zone (CT)
English
Retirement/Retirement Income
Investment Management
Wealth Management
Estate Planning
Tax Planning
Available
Not Available
true
Claudia F Rivers
CFA, AIF
Centennial
,
California, Colorado, Florida, Oregon, Texas, New York
Colorado
Mountain Time Zone (MT)
English
Estate Planning
Financial Planning
Retirement/Retirement Income
Small Business
Wealth Management
Available
Not Available
true
Michael Carretta
CFP, MBA, Other
Monroeville
,
Arizona, California, Florida, Georgia, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Virginia, West Virginia
Pennsylvania
English
Education/College Planning
Financial Planning
Investment Management
Retirement/Retirement Income
Tax Planning
Available
Not Available
true
Jun Chen
CFP
New York
,
New York
New York
Eastern Time Zone (ET)
English
Financial Planning
Available
Not Available
true
Claudia Kane
CFP
Roseville
,
California, Nevada, Oregon
California
Pacific Time Zone (PT)
English
No items found.
Available
Not Available
true
Daniel J Artrip
CFP(R)
Smithville
,
Arizona, California, Colorado, Connecticut, Florida, Illinois, Indiana, Iowa, Mississippi, Missouri, New Jersey, North Carolina, Ohio, Pennsylvania, Texas, West Virginia
Ohio
English
Financial Planning
Investment Management
Retirement/Retirement Income
Risk Management/Insurance
Wealth Management
Available
Not Available
true
Jean Wolfe
CFP, CIMA, CEPA
Falcon Heights
,
Minnesota, Florida, Arizona
Minnesota
Central Time Zone (CT)
English
Estate Planning
Tax Planning
Risk Management/Insurance
Retirement/Retirement Income
Available
Not Available
true
Gordon Reynolds
CFA, CFP
Tucson
,
Arizona, Colorado, Delaware, Kansas, North Carolina, Vermont
Arizona
Mountain Time Zone (MT)
English
Investment Management
Wealth Management
Estate Planning
Tax Planning
Debt Management
Available
Not Available
false
Elliott Appel
CFP, CLU, RLP
Madison
,
Washington, Wisconsin
Wisconsin
Central Time Zone (CT)
English
Retirement/Retirement Income
Tax Planning
Estate Planning
Investment Management
Risk Management/Insurance
Available
Not Available
true
Richard Chambers
CFP
Stateline
,
Nationwide (all states)
California
Pacific Time Zone (PT)
English
Financial Planning
Investment Management
Retirement/Retirement Income
Social Security
Estate Planning
Available
Not Available
true
Lynette S. Jones
CFP
Vienna
,
Nationwide (all states)
Virginia
Eastern Time Zone (ET)
English
Retirement/Retirement Income
Education/College Planning
Social Security
Investment Management
Healthcare/Medicare
Available
Not Available
true
Megan Kopka
CFP, RLP
Wilmington
,
Nationwide (all states)
North Carolina
Eastern Time Zone (ET)
English
Social Security
Retirement/Retirement Income
Estate Planning
Tax Planning
Risk Management/Insurance
Available
Not Available
true
Eric Kirste
CFP, CIMA, AIF
Prospect Heights
,
Nationwide (all states)
Illinois
Central Time Zone (CT)
English
Retirement/Retirement Income
Investment Management
Tax Planning
Wealth Management
Social Security
Available
Not Available
true
Monique Holloway
CFP
Wilmington
,
Delaware, New York
Delaware
English
Financial Planning
Investment Management
Available
Not Available
true
Heather Failla
CDFA, CFP, CRPC
Cumming
,
Georgia
Georgia
Eastern Time Zone (ET)
English
Investment Management
Retirement/Retirement Income
Financial Planning
Healthcare/Medicare
Social Security
Available
Not Available
true
Ritu Jain
CFP, EA
Wilmette
,
Illinois
Illinois
Indian
English
Estate Planning
Financial Planning
Philanthropy/Charitable Giving
Tax Planning
Small Business
Available
Not Available
true
Darin Shebesta
CFP, AIF, CAP, CPFA
Scottsdale
,
Arizona, California, Colorado, Florida, Illinois
Arizona
Mountain Time Zone (MT)
English
Wealth Management
Philanthropy/Charitable Giving
Retirement/Retirement Income
Tax Planning
Investment Management
Available
Not Available
true
David Stanfield
CFP
Seattle
,
Nationwide (all states)
Washington
Pacific Time Zone (PT)
English
Retirement/Retirement Income
Investment Management
Wealth Management
Tax Planning
Small Business
Available
Not Available
true
Arash Navi
CFP, CPA
Irvine
,
California
California
Pacific Time Zone (PT)
English
Retirement/Retirement Income
Tax Planning
Investment Management
Wealth Management
Debt Management
Available
Not Available
true
Alan Goldfarb
CFP, MBA
Dallas
,
Nationwide (all states)
Texas
Central Time Zone (CT)
English
Financial Planning
Retirement/Retirement Income
Philanthropy/Charitable Giving
Available
Not Available
true
Chadwick Schloesser
CFP
Middleton
,
Alabama, Alaska, Arizona, California, Colorado, Connecticut, Florida, Georgia, Hawaii, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, Ohio, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Utah, Virginia, Washington, Wisconsin, Wyoming
Wisconsin
English
Estate Planning
Financial Planning for Special Needs
Investment Management
Retirement/Retirement Income
Wealth Management
Available
Not Available
true
Rachael A. Christiano
CFP(R)
New York
,
Nationwide (all states, or it doesn't apply)
New York
English
Education/College Planning
Estate Planning
Financial Planning
Investment Management
Wealth Management
Available
Not Available
true
Jacqueline Spaulding
CFP
Monterey
,
Nationwide (all states)
California
Pacific Time Zone (PT)
English
Estate Planning
Tax Planning
Retirement/Retirement Income
Investment Management
Wealth Management
Available
Not Available
true
Roman Janos
CFP, ChFC, RICP
Gainesville
,
Alabama, California, Florida, Illinois, Massachusetts, Minnesota, New York, North Carolina, Rhode Island, South Carolina, Utah, Virginia, Georgia
Florida
English
German
Financial Planning
Financial Planning for LGBTQ+
Risk Management/Insurance
Wealth Management
Retirement/Retirement Income
Available
Not Available
true
Alisa Sharp
CFP
San Francisco
,
Arizona, California, Colorado, Florida, Hawaii, Idaho, Montana, Nevada, New York, Oregon, Tennessee, Texas, Washington, Wyoming
California
Pacific Time Zone (PT)
English
Financial Planning
Philanthropy/Charitable Giving
Retirement/Retirement Income
Wealth Management
UHNWIs/Family Office
Available
Not Available
true
David Roop
CFP
Oakton
,
Virginia
Virginia
Eastern Time Zone (ET)
English
French
No items found.
Available
Not Available
true
Kate Sweeney
CFP, CIMA
winter park
,
Arizona, California, Connecticut, Delaware, Florida, Kentucky, Maryland, Massachusetts, Nevada, New Jersey, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Tennessee, Texas, Virginia
Florida
English
Estate Planning
Financial Planning for LGBTQ+
Retirement/Retirement Income
Tax Planning
UHNWIs/Family Office
Available
Not Available
true
Lawrence M Albert
CFP, AIF
Marblehead
,
Massachusetts
Massachusetts
Eastern Time Zone (ET)
English
Retirement/Retirement Income
Investment Management
Debt Management
Social Security
Risk Management/Insurance
Available
Not Available
true
Jesse Whitsit
CFP
Hauppauge
,
Nationwide (all states)
New York
Eastern Time Zone (ET)
English
Retirement/Retirement Income
Tax Planning
Estate Planning
Debt Management
Social Security
Available
Not Available
true
Frank Byskov
CFA, CFP
Bethesda
,
Alabama, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, Florida, Georgia, Idaho, Illinois, Iowa, Indiana, Kansas, Kentucky, Maryland, Massachusetts, Michigan, Minnesota, Maine, Mississippi, Missouri, Nebraska, Nevada, New Hampshire, New Jersey, Montana, New Mexico, North Dakota, North Carolina, Ohio, Oklahoma, Oregon, New York, Pennsylvania, Rhode Island, South Carolina, South Dakota, Utah, Vermont, Virginia, Washington, West Virginia, Wisconsin, Wyoming, Tennessee
Maryland
Eastern Time Zone (ET)
English
Retirement/Retirement Income
Small Business
Investment Management
Philanthropy/Charitable Giving
Estate Planning
Available
Not Available
true
Diane Kraft-Dziedzic
CFP
Vienna
,
Missouri, Mississippi, Washington, Utah, South Carolina, Pennsylvania, Oklahoma, Hawaii, Delaware, New Mexico, Minnesota, Massachusetts, Idaho, Florida, Arizona, West Virginia, Virginia, Tennessee, Oregon, Nevada, Georgia, Texas, New Hampshire, Arkansas, Vermont, Ohio, Indiana, Maryland, Illinois, Maine, New York, North Carolina, California, Connecticut, Colorado, New Jersey
Virginia
Eastern Time Zone (ET)
English
Retirement/Retirement Income
Wealth Management
Education/College Planning
Social Security
Healthcare/Medicare
Available
Not Available
true
Stephanie Trexler
CFP, MSFP
Grand Rapids
,
Michigan
Michigan
English
Financial Planning
Investment Management
Retirement/Retirement Income
Wealth Management
Estate Planning
Available
Not Available
true
Jennifer Cook
CFA, RFC
Midlothian
,
Nationwide (all states)
Texas
Central Time Zone (CT)
English
Estate Planning
Financial Planning
Retirement/Retirement Income
Tax Planning
Wealth Management
Available
Not Available
true
Jeff Moorhouse
CFP, CPFA, CEPA
Ventura
,
Nationwide (all states, or it doesn't apply)
California
Pacific Time Zone (PT)
English
Retirement/Retirement Income
Investment Management
Estate Planning
Small Business
Wealth Management
Available
Not Available
true
Scott Panza
CFP
Westport
,
Nationwide (all states)
Connecticut
Eastern Time Zone (ET)
English
Investment Management
Retirement/Retirement Income
Education/College Planning
Debt Management
Risk Management/Insurance
Available
Not Available
false
Felicia Posil
CFP
New York
,
Arizona, California, Colorado, Connecticut, Delaware, Florida, Illinois, Indiana, Maryland, Massachusetts, Michigan, Minnesota, Nevada, New Hampshire, New Jersey, New York, North Carolina, Oregon, Pennsylvania, Tennessee, Texas, Virginia, Washington, Wisconsin
New York
Eastern Time Zone (ET)
English
Retirement/Retirement Income
Investment Management
Wealth Management
Estate Planning
Philanthropy/Charitable Giving
Available
Not Available
true
Rich Marciano
CFP
CROMWELL
,
Connecticut
Connecticut
English
Education/College Planning
Estate Planning
Financial Planning
Investment Management
Philanthropy/Charitable Giving
Available
Not Available
true
Alfred (Fred) Hymans
CFP
Rocklin
,
Arizona, California, Georgia, Hawaii, Idaho, Nevada, New Mexico, North Carolina, Ohio, Oregon, Texas, Utah
California
Pacific Time Zone (PT)
English
Estate Planning
Financial Planning
Financial Planning for LGBTQ+
Investment Management
Small Business
Available
Not Available
true
Haley Rodriques
CFP
Plano
,
Texas
Texas
English
Debt Management
Estate Planning
Financial Planning
Investment Management
Social Security
Available
Not Available
true
Chris Barnes
CFP, MSFP
Bedford
,
Arizona, Connecticut, Florida, Maine, Massachusetts, New Hampshire, North Carolina, New York, Pennsylvania, Rhode Island, South Carolina, Tennessee, Vermont
New Hampshire
Eastern Time Zone (ET)
English
Retirement/Retirement Income
Investment Management
Estate Planning
Tax Planning
Wealth Management
Available
Not Available
true
Todd Walter
CFP, CPA, Other
Columbus
,
Ohio
Ohio
English
Estate Planning
Financial Planning
Investment Management
Tax Planning
Social Security
Available
Not Available
true
Kenneth Hornstein
CFP
Pikesville
,
Nationwide (all states)
Maryland
Eastern Time Zone (ET)
English
Debt Management
Estate Planning
Financial Planning
Retirement/Retirement Income
Investment Management
Available
Not Available
false
Elliott Weir
CFP(R)
Cedar Park
,
Nationwide (all states)
Texas
Central Time Zone (CT)
English
Retirement/Retirement Income
Investment Management
Wealth Management
Estate Planning
Tax Planning
Available
Not Available
true
Sarah Pham
AAMS, CFP, ChFC, MBA, Other
Boulder
,
Colorado
Colorado
English
Education/College Planning
Estate Planning
Financial Planning
UHNWIs/Family Office
Tax Planning
Available
Not Available
true
Allen Freeman
CFP
Bluffton
,
Nationwide (all states)
South Carolina
Eastern Time Zone (ET)
English
Retirement/Retirement Income
Investment Management
Wealth Management
Estate Planning
Risk Management/Insurance
Available
Not Available
true
Mariella Foley
CFP, CDFA
Westfield
,
Nationwide (all states)
New Jersey
Eastern Time Zone (ET)
English
Spanish
Estate Planning
Financial Planning
Investment Management
Tax Planning
Wealth Management
No results found.