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#FridayFollow: The Tax Lady

Erin Kidd, AFC® is an Enrolled Agent who specializes in individual taxation and focuses on simplifying complex tax issues and educating clients. “I love to help them plan for the future and anticipate the implications of their next financial move!” AFCPE: You were part of the very first class of FINRA...

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#YoungProWeek: Giving a Financial Framework to a Purpose Filled Life

Trevor Sharp, CFP®, ChFC®, AFC®, is a financial planner for DMBA, an employer sponsored financial planning firm.  Their firm helps employees with everything from basic money management to comprehensive financial planning. AFCPE: What inspired or led you to pursue a career in this field? Trevor: When I was a freshman...

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#YoungProWeek: The Power of Blending Counseling and Coaching

Dominique Reese, AFC®, FFC® is a financial coach serving LA County and beyond. She helps her clients with anything that impacts their money, and if she is unable to help – she’ll work with them to secure the right resource or professional, so they can achieve their financial goals. AFCPE:...

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#YoungProWeek: An Advocate for Financial Literacy & Independence

Julie Tran, AFC® strives to help her community toward financial stability and financial independence through empowering individuals – helping them to recognize the skills they already possess and grow their confidence to manage their own personal finances. Julie: I want to be a strong advocate to impact the system and...

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#YoungProWeek: Serving the Underserved

Joshua Van Every, AFC® candidate is a financial counselor at the AIDS Resource Center of Wisconsin. He oversees a program that allows him to work alongside and assist clients in equipping them with the tools imperative to achieve financial peace. AFCPE: What inspired or led you to pursue a career...

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#YoungProWeek: Financial Coaching with an Equity Lens

Nadav David, AFC® works as a financial coach supporting families living in subsidized housing programs to build assets, further personal finance knowledge, and reach their financial goals and dreams. Nadav: My work focuses on racial and economic equity through providing coaching that centers dignity within a system that often extracts...

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#YoungProWeek: Helping Young Pros Build Money Skills for Life

Theresa Stevens, AFC® is a financial coach for recent college grads and young professionals who want to start adulthood off on the right financial track and build money skills for life. Theresa: When I say "for life," I mean helping them not just to get through a crisis or specific...

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#FridayFollow: Family Secrets and Stolen Identity

Axton Betz-Hamilton, AFC® is an Assistant Professor of Consumer Affairs at South Dakota State University. She is also the author of the forthcoming book, “The Less People Know About Us: A Mystery of Betrayal, Family Secrets and Stolen Identity,” in which shares her personal experience with familial identity theft. AFCPE:...

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#FridayFollow: “I have the best job in the world”

Adrienne Taylor, AFC® is a Personal Financial Manager (PFM) at Naval Air Station in Jacksonville, FL. She helps people understand the basics of finances and teaches them how to build wealth and not be in debt. AFCPE: What inspired you, or led you to, this career path? Adrienne: My family...

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#FridayFollow: Aligning Professional Projects with Personal Interests

James Shiver, MBA, AFC® oversees Career Planning and Workforce Strategies for an online university with a population of over 30K students and alumni, 75% of whom are service members, veterans, or their families. He previously served for 20 years in the United States Army.AFCPE: After transitioning from the military, what...

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#FridayFollow: Teaching People to Fish

 Karen Lynn Poff, MPA, AFC® has served as a Family and Consumer Sciences Extension Agent with Virginia Cooperative Extension since 1987. Following the economic downturn in 2008, she launched the Northern Shenandoah Valley Financial Education Program to help individuals and families learn to manage their finances effectively. Since then, she...

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#FridayFollow: Empower Your Worth

Victoria Lowell is a financial coach, which – in her words – is much like a life coach, a pitching coach, or swim coach. She is also an AFCPE® Member and AFC® candidate who is passionate about empowering women with the knowledge and skills to take a leading role in...

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