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Meet Our Coaches

Experience the power of support firsthand with our dedicated volunteer coaches, who come from all corners of the country, united in their mission to guide you through your financial journey. Each coach proudly holds a Certified Financial Planner™ (CFP®) designation, a mark of excellence in financial planning. Discover the significance of this prestigious certification here, and understand why working with our coaches means you’re in the best of hands.

Our CFP® coaches are not just advisors; they’re your personal finance champions, volunteering their time and expertise to empower you. With a singular focus on your well-being, they’re here to offer the advice, guidance, and compassionate support you need to navigate your financial landscape with confidence. Prepare to take control of your future, secure in the knowledge that you’re backed by the very best.

Coach of the Year

Grant Meyer

Bloomington, Minnesota

2022 Coach of the Year

Frank Byskov

Frank Byskov

Bethesda, Maryland

2023 Coach of the Year

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

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

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

Don Khieu

Don Khieu

CFP®

Garland, Texas

Mark Colgan

CFP®

Pittsford, New York

Elliot Appel

Elliott Appel

CFP®, CLU®, RLP®

Madison, Wisconsin

Elliott Weir

CFP®

Cedar Park, Texas

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

Devin Geddings

CFP®

Eagle, Idaho

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®, CMFA®

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

Patrick Durst

CFP®

Centennial, Colorado

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

Becky Eckert

CFP®, ChFC®

Vancouver, Washington

Molly Murphy

CFP®, RICP®, ChFC®, CASL®, CLU®

White Bear Lake, Minnesota

Marianela Silva

CFP®

Orange, California

Mark Colgan

CFP®

Pittsford, New York

Discover the essential skills and compassionate approaches needed to guide widowed clients through their financial and emotional journey, fostering resilience and stronger advisor-client relationships in the process. 

Download our free e-Book, “Navigating New Beginnings: A Financial Advisor’s Guide to Supporting Widowed Clients” today to begin delivering compassionate and effective service that can make a meaningful difference in the lives of your widowed clients.