"Helping those in grief (and the advisors who support them) navigate financial matters."In 2008, at the peak of the recession, I lost my mother to cancer in August and my father to a broken heart in November. In 2010, my grandmother passed away after a stroke. Then a heart wrenching experience in 2012 of losing my oldest child.I became a financial planner in 2003 during the process of helping my parents in their declining health. In 2011, three years after my parents passed, I became a CERTIFIED FINANCIAL PLANNER™ to better help families in need. In 2021, I became a Certified Financial Transitionist® to complete my personal and professional experience with formal education and scientific theory. My personal experiences and knowledge of grief and loss of loved ones helps me to understand and assist families enduring similar situations. I’ve helped over 400 families navigate many financial issues and life circumstances such as grieving loss of loved ones.
Bill Coppel
Private Vista
Dr. Charles Chaffin and Dr. Brad Klontz
Always Be Closing Show
Patricia Sheveland
MDRT Podcast
Team Spyglass
The Financial Planning Training Academy
Brendan Frazier
None
Taylor Anderson
Amanda Cox
Buckingham Wealth Partners
Wes Young
Whitney Shindelar and Brianna Glenn
None
Lily Sanabria
Practice Imperfect
Eva Burrows College
Charlie Van Derven
cegvideo
Jordan Pickell and Alison McCleary
goandrea
Peter Waitzman
Mark Akeroyd
Investment Planning Counsel
Care Notes
Rich Litvin, Founder of 4PC
Richard E. Boone
The Missing Peace
Reid Ready Life Coaching, LLC
Catie Foster
CEG Worldwide
Fatema Tinwala
What Would Dr. Meyers Do?
Wendy Pitts Reeves
Jen Carrington
Huffman Nonprofit Consulting
Kimberly Persiani
Mz.Selfluv
The Evolving Advisor Podcast
Scott Fitzpatrick
The Make it Glow Show
Claire Byrne
Your Living Room CIC
Robyn Crane
Simone Narissa
Malik Morris
Brittany Hagemann
Transformation Talk Radio
Catherine Wood
Advisor's Edge
The Heritage Institute
reachthedivine
AJ Jakubowska
Kenna
Phoebe Wilkinson
Lesley Myrick & Kate Bendewald
Learning In Action
Courtney Elizabeth Armstrong
Dan Smaida
PsychWorks Associates Ltd
Conquering the hostage within
Micala Quinn
Tammi Brannan
Jake Jorgovan
Paul Kingsman
Rai Hyde Cornell
Pareto Sytems
Nubianqueen
Jacqui Henderson
Sereeta Sparks
BrightStar Care of Greensboro
Julia Fay
Lindsay Dotzlaf
Anthony Twig Wheeler
Jillian Faldmo
Lindsay Poelman
Katie Bennette
Megan Huber
Jillian Faldmo
Kim Butler and Tammi Brannan
The Centre for Corporate Health
Mary Houlihan
Kambria Evans, The Teaching & Learning EMDR Consultant
Liz Bywater
Carol McClelland Fields
daniela lopez
Why X How
Michael Lawes
Jeff Porter and Lew Sauder
Multi Awesome Studio
IAPC&M - International Authority for Professional Coaching & Mentoring
Bryony Rowntree
Francesca Rosado
Reese Harper, CFP®
Rhiannon Bush
Vanessa O'Shea
Chas Young