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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
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
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
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
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
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
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
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
false
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
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
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
Joe Rogers
CFP, RICP
Hershey
,
Pennsylvania
Pennsylvania
English
Financial Planning
Investment Management
Wealth Management
Estate 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
David Scureman
CFP
Manasquan
,
New Jersey
New Jersey
Eastern Time Zone (ET)
English
Retirement/Retirement Income
Estate Planning
Wealth Management
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
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
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
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
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
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
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
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
Sharon Olson
CFP, CEPA
Bloomington
,
Nationwide (all states)
Minnesota
Central Time Zone (CT)
English
Wealth 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
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
Jun Chen
CFP
New York
,
New York
New York
Eastern Time Zone (ET)
English
Financial Planning
Available
Not Available
false
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
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
Rich Marciano
CFP
CROMWELL
,
Connecticut
Connecticut
English
Education/College Planning
Estate Planning
Financial Planning
Investment Management
Philanthropy/Charitable Giving
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
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
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
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
Julie Bonvillain
CDFA, CFP
Bethesda
,
Maryland, Virginia
Maryland
Eastern Time Zone (ET)
English
Financial Planning
Available
Not Available
true
Julius Chang
CFP
San Jose
,
California
California
Pacific Time Zone (PT)
English
Chinese
Investment Management
Wealth Management
Tax Planning
Retirement/Retirement Income
Debt 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
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
Monique Holloway
CFP
Wilmington
,
Delaware, New York
Delaware
English
Financial Planning
Investment Management
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
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
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
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
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
David Roop
CFP
Oakton
,
Virginia
Virginia
Eastern Time Zone (ET)
English
French
No items found.
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
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
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
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
Jenny Redington
CFP, CRPC
Rockford
,
Illinois
Illinois
English
Financial Planning
Financial Planning for LGBTQ+
Financial Planning for Special Needs
Investment Management
Retirement/Retirement Income
Available
Not Available
true
Jennifer (Dani) Ryan
CFP, , CDFA
Cockeysville
,
Nationwide (all states)
Maryland
Eastern Time Zone (ET)
English
Financial Planning
Retirement/Retirement Income
Tax Planning
Wealth Management
Estate Planning
No results found.