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 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
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
Rick D Kelley
CFP
Tucson
,
Nationwide (all states)
Arizona
Mountain Time Zone (MT)
English
Retirement/Retirement Income
Estate Planning
Investment 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
false
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
false
Cyndy Montgomery
CFP, CPA
Dallas
,
Texas
Texas
Central Time Zone (CT)
English
Social Security
Retirement/Retirement Income
Investment Management
Estate Planning
Tax Planning
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
Rich Marciano
CFP
CROMWELL
,
Connecticut
Connecticut
English
Education/College Planning
Estate Planning
Financial Planning
Investment Management
Philanthropy/Charitable Giving
Available
Not Available
false
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
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
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
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
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
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
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
Mark Colgan
CFP
Pittsford
,
Colorado, Florida, Illinois, Indiana, Massachusetts, Montana, New Hampshire, New York, North Carolina, South Carolina, Pennsylvania, Tennessee, Texas, Virginia
New York
Eastern Time Zone (ET)
English
Retirement/Retirement Income
Wealth Management
Estate Planning
Tax Planning
Financial Planning
Available
Not Available
true
Howard Jay Rubin
CFP, RICP, CDFA, CLU
Rancho Mirage
,
California, Arizona, Florida, Illinois, Maine, Nevada, New Jersey, Oregon, Georgia, Tennessee, Washington
California
Pacific Time Zone (PT)
English
Investment Management
Retirement/Retirement Income
Risk Management/Insurance
Estate Planning
Wealth Management
Available
Not Available
true
Brent T. Boden
CFP, ChFC, BFA, CEPA, Other
Cincinnati
,
Nationwide (all states)
Ohio
English
UHNWIs/Family Office
Wealth Management
Tax Planning
Retirement/Retirement Income
Philanthropy/Charitable Giving
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
false
Kyle Young
CFP
New York
,
Arkansas, Oklahoma, Louisiana, Minnesota, Arizona, North Carolina, Massachusetts, Colorado, Virginia, Pennsylvania, California, Maine, Maryland, Vermont, Texas, New York, New Mexico, Montana, Florida, Illinois, Washington, Tennessee, Ohio, Wyoming, South Carolina, West Virginia, Rhode Island, Delaware, Oregon, Nevada, Michigan, Connecticut, Alaska, Alabama, New Hampshire, Wisconsin, South Dakota, New Jersey, Georgia
New York
Eastern Time Zone (ET)
English
Financial Planning for LGBTQ+
Available
Not Available
true
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
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
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
Jun Chen
CFP
New York
,
New York
New York
Eastern Time Zone (ET)
English
Financial Planning
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
Liliana N Molina
CFP(R)
McLean
,
California, Florida, Indiana, Kentucky, Maine, Maryland, New York, North Carolina, South Carolina, Texas, Virginia
Virginia
Eastern Time Zone (ET)
English
Estate Planning
Investment Management
Retirement/Retirement Income
Wealth Management
Financial Planning
Available
Not Available
true
Baylis Jadamec
CFP
Red Bank
,
New Jersey
New Jersey
Eastern Time Zone (ET)
English
Retirement/Retirement Income
Investment Management
Wealth Management
Estate Planning
Risk Management/Insurance
Available
Not Available
true
Joe Davis
CFP
Buffalo
,
Nationwide (all states)
New York
Eastern Time Zone (ET)
English
Retirement/Retirement Income
Investment Management
Tax Planning
Risk Management/Insurance
Education/College Planning
Available
Not Available
true
Melissa Brennan
CFP
Plano
,
California, Tennessee, Texas, Minnesota
Texas
Central Time Zone (CT)
English
Wealth Management
Estate Planning
Tax Planning
Risk Management/Insurance
Education/College Planning
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
true
Monique Holloway
CFP
Wilmington
,
Delaware, New York
Delaware
English
Financial Planning
Investment Management
Available
Not Available
true
Bryan F. Tornow
CFP
La Crosse
,
Alabama, Arizona, California, Colorado, Connecticut, Florida, Georgia, Idaho, Illinois, Indiana, Iowa, Kansas, Maryland, Michigan, Minnesota, Missouri, Montana, Nebraska, New Hampshire, New Mexico, New York, North Dakota, Ohio, Oklahoma, Oregon, South Dakota, Texas, Utah, Virginia, Washington, Wisconsin
Wisconsin
English
Estate Planning
Financial Planning
Investment Management
Wealth Management
Social Security
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
Heather Holtzinger
CFP
Denver
,
Colorado, Texas
Colorado
Mountain Time Zone (MT)
English
Education/College Planning
Financial Planning
Investment Management
Retirement/Retirement Income
Financial Planning for LGBTQ+
Available
Not Available
true
Timothy Steven Griesdorn
CFP
San Antonio
,
Nationwide (all states)
Texas
Central Time Zone (CT)
English
Risk Management/Insurance
Debt Management
Retirement/Retirement Income
Available
Not Available
false
Otto Rivera
CFP
St. Cloud
,
Florida
Florida
Eastern Time Zone (ET)
English
Spanish
Tax Planning
Investment Management
Financial Planning for Special Needs
Risk Management/Insurance
Available
Not Available
true
Gary Simmerman
CFP
Brookline
,
Nationwide (all states)
New Hampshire
Eastern Time Zone (ET)
English
Education/College Planning
Financial Planning
Debt Management
Retirement/Retirement Income
Risk Management/Insurance
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 Doughty
CFP
Wayzata
,
Alabama, Arkansas, California, Colorado, Florida, Georgia, Iowa, Illinois, Indiana, Massachusetts, Maryland, Michigan, Minnesota, Montana, North Carolina, North Dakota, New Mexico, New York, Ohio, South Dakota, Texas, Washington, Wisconsin, Wyoming
Minnesota
Central Time Zone (CT)
English
Retirement/Retirement Income
Wealth Management
Small Business
Education/College Planning
Philanthropy/Charitable Giving
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
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
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
false
Kevin Lam
CFP
Wilmington
,
Delaware
Delaware
Eastern Time Zone (ET)
English
Retirement/Retirement Income
Tax Planning
Estate Planning
Wealth Management
Social Security
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
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
true
Stephanie Trexler
CFP, MSFP
Grand Rapids
,
Michigan
Michigan
English
Financial Planning
Investment Management
Retirement/Retirement Income
Wealth Management
Estate Planning
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
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
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
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
true
Sharon Olson
CFP, CEPA
Bloomington
,
Nationwide (all states)
Minnesota
Central Time Zone (CT)
English
Wealth Management
No results found.