Blog

#FridayFollow: How a Recent AFC Grad is Impacting College Finances Dr. Thamara Barthelus, AFC®, is a Financial Wellness Consultant at The University of Tulsa. In her role, she empowers students to make informed financial decisions that result in a healthy and thriving future. AFCPE: What led you to a career...

June 03, 2022

#FridayFollow: Celebrating Asian American + Pacific Islander Heritage Month with Grace Kim, AFC® Grace Kim, DVM, AFC® is a financial coach and educator for veterinarians who want to stress less and find more joy with their money without feeling overwhelmed in the process. Her own journey from six-figure student loan...

May 27, 2022

#FridayFollow: Celebrating Jewish American Heritage Month with Simi Mandelbaum, CFT™, AFC® Simi Mandelbaum is a Certified Financial Therapist™ and an Accredited Financial Counselor®.  Her mission is to reduce the stress and anxiety individuals and couples feel about their money lives by using a combination of financial literacy education, financial tools,...

May 20, 2022

#FridayFollow: Celebrating 30 years of AFC. How one long-standing AFC® built her career in financial education.Dr. Barbara O’Neill, CFP®, AFC® is a financial education ’solopreneur’ and a longtime member and supporter of AFCPE®. She has served as Past President of AFCPE and has generously sponsored the Mary O’Neill Mini Grant,...

April 29, 2022

#FridayFollow: Ingenuity Driven by Innovation. How one AFC is using her experience to help make homeownership possible.Tamika Barrett, AFC® is a financial educator and a licensed Realtor, helping people harness their financial knowledge, skills, and habits as tools for achieving goals and building assets. She has been recognized as this...

April 22, 2022

#FridayFollow: Meet the 2021 FINRA Milspouse of the year!Adriana Lopez, AFC® is an Army Veteran helping to educate people to understand their finances better, and has been recognized as the 2021 FINRA Milspouse of the Year for her hard work. Like so many Fellows, becoming an AFC is an opportunity...

April 08, 2022

A Path Towards the AFC, New Opportunities, and Impacting the Military Community Virginia Imlah, AFC® is a financial educator and counselor for military service members and their families. She became a FINRA Foundation Military Spouse Fellow in 2020 and earned her AFC in 2021. Read on to learn more about...

March 18, 2022

How one AFC Candidate uses experience, education, talent, and passion to educate the masses.Sara Lohse is an AFC® Candidate and the Director of Marketing at BFG Financial Advisors. She creates financial resources to help people of all ages build their path to financial freedom and change the way we think about...

March 11, 2022

Get to Know AFCPE’s New 2022 Board Members Rita Green and Lucy Delgadillo and learn what questions they have for you!Welcome, Rita Green, AFC®My Work:  I have a training and consulting firm where I specialize in supporting other organizations who promote financial capability, homeownership, entrepreneurship, and community development.  I've also...

March 04, 2022

Annette Harris is a financial coach and owner of Harris Financial Coaching where she helps clients enhance their financial skills and achieve their debt reduction and savings goals. With her background in human resources, she also helps clients figure out ways to advance their careers while maximizing their income and...

February 25, 2022

Tash Billie is the Co-Founder and CEO at Meant2BFree where she provides services to help financial professionals whose clients are at the beginning of their wealth-building journey. AFCPE: Tell us a little about Meant2BFree and how you started.  Tash: Meant2BFree is the product of being excluded from the luxury of...

February 18, 2022

My Name: Kate Mielitz, aka K8, formerly known as “Dr. M” My Work: Special Groups Manager My Roots: Born in Wyoming (Go Pokes!), call Oregon home. Currently making my way back to the Pacific Northwest as efficiently as possible. My Passion: Working with people and money, sharing my own mistakes...

February 11, 2022