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We’re Here to Help.

At AFCPE, we welcome your questions and comments. Scroll down to our Staff directory to get familiar with the team, reference our departmental contact information, or fill out the form at the bottom of the page. We will respond promptly. 

Recharge 3rd Fridays

Our office is closed on the 3rd Friday of each month, which we call Recharge Friday. We want our staff to take the day to rest so that we can continue showing up at our best for our community and valued partners. If you’re reaching out on one of those Fridays, we’ll get back to you the next business day. We appreciate your patience! 

2026 Summer Fridays Schedule

From May 22nd through September 4th, we will observe 9AM to 1PM office hours.

Get in Touch

Address:

AFCPE® National Office
79 South State Street
Suite D3
Westerville, OH 43081

View Map >>

Phone and Hours:

614-368-1055

Monday – Friday: 9AM to 5PM (1PM on Summer Fridays)

Closed the 3rd Friday of the month

Media Requests:

We have a strong network of financial counselors, coaches and educators available to support the press. For media inquiries or requests for press materials, photos, videos, and media interviews please view our Media Kit.

View Media Kit >>

Certification: 

Main Department: Certification 

Certification Exams: Exams

Continuing Education Approvals: CEU Department

Education and Community Engagement: 

Main Education Department: Education

Member Services: Member Services

Journal of Financial Counseling and Planning: Editor

Marketing and Communications: 

Main Marketing Department: Communications

Events and Symposium: Events

Meet Our Team

Executive Team

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Rachael DeLeon
Executive Director
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Ashley Maurer, CFP®, AFC®
Operations Officer
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Sherry Wallace
Finance Manager
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Amanda Paolicelli
Executive Coordinator

Certification Team


Michelle Starkey
Senior Director of Certification Programs
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Kay Robinson, AFC®
Certification Administrative Coordinator

Education and Community Engagement Team

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Jarod Taylor, AFC®
Director of Education and Community Engagement
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Valerie Richards, AFC®
Education Manager
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Ann Hamilton
Community Engagement Manager
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Heather Baker, AFC®
Education Coordinator (Military Families)
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Jing Jian Xiao, Ph.D.
Journal of Financial Counseling and Planning (JFCP) Editor

Marketing and Communications Team


Tara Meehan
Director of Marketing and Communications
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Patti McDonald
Marketing and Communications Coordinator

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