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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 hail from around the country, and all have earned their CFP® designations. When you work with a CFP® volunteer coach, you are working with the best and brightest in the industry. Your professional financial advisor has one goal: to provide you personalized advice, guidance, and support so you feel confident making financial decisions about your financial future.

When you lose a spouse, managing your financial future can feel overwhelming. Wings for Widows connects you with an experienced CERTIFIED FINANCIAL PLANNER™ professional who understands your unique challenges and is committed to helping you gain clarity, confidence, and peace of mind.

Our Financial Advisor Network offers carefully selected and trained financial advisors with the CFP® certification. Every coach is committed to providing at least four hours of professional guidance at no cost to you in a safe, judgment-free virtual sessions. This pro bono service allows you to work with an experienced advisor who can help you organize your financial situation, understand available benefits, identify immediate priorities, and create clear action steps for moving forward. To learn more about the areas your coach can address with you, please visit here.

Getting connected with a financial advisor is as easy as 1-2-3:

  1. Select your Coach. You can search by state to locate professionals near you. Each profile includes the advisor's professional credentials, areas of expertise, languages spoken, and background information. Once you find a coach whose experience aligns with your needs, you can contact them by clicking "View Bio" and "Contact Coach."
  2. Complete the Financial Wellness Survey. If you have completed the Financial Wellness Survey, click "Yes" and submit the brief form. You can expect to hear from the coach within 1-2 business days. If you haven't finished the Financial Wellness Survey, you can do so here.
  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.

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 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 exploring our network of financial advisors 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
true
George Kastanis
BFA, CFP
Waretown
,
Nationwide (all states, or it doesn't apply), New Jersey
New Jersey
Eastern Time Zone (ET)
English
Estate Planning
Investment Management
Retirement/Retirement Income
Healthcare/Medicare
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
David Scureman
CFP
Manasquan
,
New Jersey
New Jersey
Eastern Time Zone (ET)
English
Retirement/Retirement Income
Estate 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
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
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
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
false
Alan Goldfarb
CFP, CEPA
Dallas
,
Nationwide (all states)
Texas
Central Time Zone (CT)
English
Estate Planning
Financial Planning
Investment Management
Tax Planning
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
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
William Keffer
ChFC, CLU, CFP
Oak Park
,
Nationwide (all states)
Illinois
Central Time Zone (CT)
English
Retirement/Retirement Income
Investment Management
Tax Planning
Estate Planning
Education/College 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
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
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
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
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
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
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
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
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
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
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
Warren Arnold
CFP, CFA, ChFC
Chicago
,
Nationwide (all states)
Illinois
Central Time Zone (CT)
English
Wealth Management
Investment Management
Retirement/Retirement Income
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
David Roop
CFP
Oakton
,
Virginia
Virginia
Eastern Time Zone (ET)
English
French
No items found.
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
true
Sharon Olson
CFP, CEPA
Bloomington
,
Nationwide (all states)
Minnesota
Central Time Zone (CT)
English
Wealth Management
Available
Not Available
false
Anthony M Lofaso
CFP, ChFC, CLU, RICP
Lake Worth Beach
,
Florida
Florida
Eastern Time Zone (ET)
English
Spanish
Retirement/Retirement Income
Financial Planning for Special Needs
Social Security
Available
Not Available
true
Lisa Zengel
CFP, CEPA
San Francisco
,
Nationwide (all states)
California
Pacific Time Zone (PT)
English
Education/College Planning
Estate Planning
Financial Planning
Investment Management
Retirement/Retirement Income
Available
Not Available
true
Kenneth Hornstein
CFP
Pikesville
,
Nationwide (all states)
Maryland
Eastern Time Zone (ET)
English
Retirement/Retirement Income
Estate Planning
Wealth Management
Investment Management
Debt Management
Available
Not Available
true
Klaus G Steinke
CFP
Pleasant Hill
,
Nationwide (all states)
Iowa
Central Time Zone (CT)
English
Retirement/Retirement Income
Investment Management
Wealth Management
Estate Planning
Tax Planning
Available
Not Available
true
Shai Chu
CFP
Ashburn
,
Arizona, California, Florida, Georgia, Connecticut, Illinois, Maryland, Massachusetts, New Jersey, North Carolina, Virginia, Tennessee
Virginia
Eastern Time Zone (ET)
English
Investment Management
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
Available
Not Available
false
Devin Geddings
CFP
Eagle
,
Nationwide (all states)
Idaho
Mountain Time Zone (MT)
English
No items found.
Available
Not Available
true
Dennis Sakurai
CFP
Richmond
,
California
California
Pacific Time Zone (PT)
English
Retirement/Retirement Income
Investment Management
Wealth Management
Estate Planning
Tax Planning
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
true
Marianela A Silva
CFP
Orange
,
California, Texas, Utah, Nevada, Colorado, Maryland, Arizona
California
Pacific Time Zone (PT)
English
Spanish
Retirement/Retirement Income
Wealth Management
Tax Planning
Estate 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
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
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
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
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
Jeffrey Mahoney
RICP, CFP(R)
Lakeille
,
Minnesota, North Dakota, South Dakota, Iowa, Wisconsin, Arizona, Florida
Minnesota
Central Time Zone (CT)
English
Retirement/Retirement Income
Wealth Management
Tax Planning
Social Security
Small Business
Available
Not Available
true
Ramesh Singh
CFP, CFA
Edison
,
Nationwide (all states)
New Jersey
Eastern Time Zone (ET)
English
Indian
Retirement/Retirement Income
Investment Management
Wealth Management
Tax Planning
Education/College Planning
Available
Not Available
true
John Bergstrom
CFP, ChFC, CLU
Edina
,
Nationwide (all states)
Minnesota
Central Time Zone (CT)
English
Wealth Management
Estate Planning
Tax Planning
Risk Management/Insurance
Social Security
Available
Not Available
true
Kim Wurl
CFP
Bloomington
,
Nationwide (all states)
Minnesota
Central Time Zone (CT)
English
Retirement/Retirement Income
Estate Planning
Tax Planning
Philanthropy/Charitable Giving
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
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
false
Kate Hardin
CFP
Vancouver
,
Nationwide (all states)
Washington
Pacific Time Zone (PT)
English
Investment Management
Retirement/Retirement Income
No results found.