By clicking “Accept All Cookies”, you agree to the storing of cookies on your device to enhance site navigation, analyze site usage, and assist in our marketing efforts. View our Privacy Policy for more information.
Find A Volunteer Coach

Financial Advisor Network

Wings for Widows Logo colored

Guidance from the Heart:
A Network of Compassionate Experts

Our volunteer coaches are 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.

Financial Wellness Scores Improve 85%, on Average, by Working With a Coach

It costs nothing to work with our volunteer coaches. So, why wouldn't you? Thousands have. They've regained confidence, stability, and peace of mind.

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. Connect with your volunteer coach today to receive 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.

Getting Connected with Your Volunteer Coach is Easy

  1. 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.
  2. Sign the Client Letter of Agreement. This sets the expectations for working with your coach. Please review and sign the agreement here.
  3. Select your Coach. Search below to find your coach. Each profile includes the coach's professional credentials, areas of expertise, languages spoken, and background information. Click "View Bio" and then "Contact Coach." Add your contact information to the short form and click "Submit." Your coach will contact you within a few days by email, phone, or text.

What You Can Expect

During your initial four hours of pro bono (no-cost) meetings, your advisor will focus on understanding your current situation and helping you navigate your biggest concerns. You will gain clarity and understanding, which reduces stress. They will help you feel more confident and secure when making financial decisions about your future. See the possible results by visiting here.

After completing the pro bono engagement with your coach, you will discuss options for moving forward—whether that means continuing with pro bono assistance, transitioning to professional services, or concluding the engagement. There is no selling of products or services. There is never any pressure or obligation. You have options so that we are able to personalize the level of assistance you need.

Everyone deserves access to professional guidance during this challenging transition. And that's precisely what you receive 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

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
Available
Not Available
true
Keshav Havnurkar
CFP, MBA
Rahway
,
Nationwide (all states, or it doesn't apply)
New Jersey
English
Indian
Retirement/Retirement Income
Available
Not Available
true
Craig Scrimpshire
CFP(R), ChFC, CFP
Chandler
,
Arizona, California, Connecticut, Florida, Massachusetts, Texas, Wyoming
Arizona
English
Financial Planning
Retirement/Retirement Income
Social Security
Wealth Management
Philanthropy/Charitable Giving
Available
Not Available
true
Becky Sebastian
CFP(R), CDFA
Apple Valley
,
Minnesota
Minnesota
Central Time Zone (CT)
English
No items found.
Available
Not Available
true
Mary Chapman
CFP
Summerville
,
South Carolina
South Carolina
English
Italian
Financial Planning
Retirement/Retirement Income
Social Security
Tax Planning
Philanthropy/Charitable Giving
Available
Not Available
true
Gary Buczkowski
CFP
Gresham
,
Arizona, California, Florida, Hawaii, Idaho, Illinois, Massachusetts, Nevada, Oregon, South Carolina, Texas, Washington
Oregon
Pacific Time Zone (PT)
English
Estate Planning
Financial Planning
Retirement/Retirement Income
Small Business
Wealth Management
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
Patrick Durst
CFP
Centennial
,
Nationwide (all states)
Colorado
Mountain Time Zone (MT)
English
Retirement/Retirement Income
Tax Planning
Social Security
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
Available
Not Available
true
Bradley Kutler
CFP, Other
Scottsdale
,
Arizona
Arizona
English
Retirement/Retirement Income
Investment Management
Tax Planning
Estate Planning
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
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
Mason Cude
CFP
Oklahoma City
,
Oklahoma
Oklahoma
English
Education/College Planning
Financial Planning
Financial Planning for Special Needs
Wealth Management
Retirement/Retirement Income
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
Alix Magner
CFP
Minneapolis
,
Nationwide (all states, or it doesn't apply)
Minnesota
English
Debt Management
Education/College Planning
Financial Planning for LGBTQ+
Social Security
Financial Planning
Available
Not Available
true
Dave McCary
CFP
West Hartford
,
Nationwide (all states)
Connecticut
Eastern Time Zone (ET)
English
Investment Management
Retirement/Retirement Income
Philanthropy/Charitable Giving
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
H.L. Norwich
CFP, JD
Potomac Falls
,
Virginia
Virginia
Eastern Time Zone (ET)
English
Estate Planning
Tax Planning
Financial Planning for LGBTQ+
Small Business
Retirement/Retirement Income
Available
Not Available
true
David Scureman
CFP
Manasquan
,
New Jersey
New Jersey
Eastern Time Zone (ET)
English
Retirement/Retirement Income
Estate Planning
Wealth Management
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
Robert Just
CFP
Liverpool
,
Nationwide (all states)
New York
Eastern Time Zone (ET)
English
Investment Management
Wealth Management
Retirement/Retirement Income
Education/College Planning
Available
Not Available
false
Katie Lewis
CFP
Lakewood
,
Nationwide (all states)
Colorado
Mountain Time Zone (MT)
English
Financial Planning for LGBTQ+
Wealth Management
Tax Planning
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
Sharon Olson
CFP, CEPA
Bloomington
,
Nationwide (all states)
Minnesota
Central Time Zone (CT)
English
Wealth Management
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
Haley Rodriques
CFP
Plano
,
Texas
Texas
English
Debt Management
Estate Planning
Financial Planning
Investment Management
Social Security
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
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
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
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
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
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
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
true
Nathan Moore
CFP, Other
Fresno
,
Arizona, California, Colorado, Idaho, Illinois, Maryland, Massachusetts, Michigan, Minnesota, Nevada, New Jersey, New York, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, Tennessee, Texas, Washington, South Carolina
California
English
Financial Planning
Investment Management
Philanthropy/Charitable Giving
Retirement/Retirement Income
Risk Management/Insurance
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
Kristen M. Makari
CFP, MBA, CRPC
West Chester
,
Florida, Indiana, Kentucky, Michigan, Ohio
Ohio
Eastern Time Zone (ET)
English
Debt Management
Financial Planning
Education/College Planning
Available
Not Available
true
John Petty (Jed)
CFA, CFP
Cleveland
,
Nationwide (all states)
Ohio
English
Debt Management
Education/College Planning
Financial Planning
Investment Management
Retirement/Retirement Income
Available
Not Available
true
Grant Meyer
CFP(R), BFA
Bloomington
,
Nationwide (all states), Connecticut, Delaware, Idaho, Illinois, Iowa, Minnesota, Nevada, Ohio, Wisconsin, Tennessee
Minnesota
Central Time Zone (CT)
English
Financial Planning
Retirement/Retirement Income
Small Business
Tax Planning
Wealth 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
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
Elizabeth Dawson
CFA, CFP
Alexandria
,
Nationwide (all states)
Virginia
Eastern Time Zone (ET)
English
French
Tax Planning
Estate Planning
Wealth Management
Retirement/Retirement Income
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
Nandita Das
CFA, CFP, EA, MBA, RICP
Newark
,
Nationwide (all states, or it doesn't apply)
Delaware
Eastern Time Zone (ET)
English
Indian
Estate Planning
Investment Management
Retirement/Retirement Income
Debt Management
Available
Not Available
true
Tracy Richter
CFP
Knoxville
,
Tennessee
Tennessee
Eastern Time Zone (ET)
English
Retirement/Retirement Income
Investment Management
Wealth Management
Estate Planning
Tax 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
Esai Ferguson
CFP
Estero
,
Florida, Mississippi, North Carolina, Ohio, South Carolina, Indiana
Florida
Eastern Time Zone (ET)
English
Wealth Management
Retirement/Retirement Income
Risk Management/Insurance
Tax Planning
Estate Planning
Available
Not Available
true
Eric Blake
CFP
McKinney
,
Arkansas, Florida, Louisiana, New Mexico, Oklahoma, Texas, Alabama, Alaska, Arizona, California, Colorado, Connecticut, Delaware, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New York, North Carolina, North Dakota, Ohio, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Tennessee, Utah, Vermont, Virginia, West Virginia, Washington, Wisconsin, Wyoming
Texas
Central Time Zone (CT)
English
Retirement/Retirement Income
Investment Management
Wealth Management
Tax Planning
Social Security
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
Jessica Davis
CFP, AAMS, CRPC
Fort Worth
,
Arkansas
Texas
Central Time Zone (CT)
English
Estate Planning
Retirement/Retirement Income
Financial Planning for Special Needs
Wealth Management
Other
Available
Not Available
true
Michael L Jones
CFP, ChFC
Louisville
,
Indiana, Kentucky, South Carolina
Kentucky
Eastern Time Zone (ET)
English
Retirement/Retirement Income
Wealth Management
Investment Management
Estate Planning
Risk Management/Insurance
No results found.