Blog
Financial Literacy Month Spotlight: Brian Lomax, AFC®, FFC® candidate, AFCPE® Member
My Work: AFC® My Roots: Compton, CA, U.S.N. My Passion: Helping others ahieve through better managing their personal finances My Hero: My Mother, Kathleen M. Murray My Favorite Quote: Always 'B' Magnificent My Favorite Personal Finance Tool/Resource: One on One, Budget Worksheet My Advice: To Someone Considering Becoming a Financial Counselor/Coach: Follow Your Passion. To...
April 21, 2018
Read More >Financial Literacy Month Spotlight: George Katsinis, AFC®, AFCPE® Member
My Work: Private Practice Personal Financial Counselor - Military Personal Financial Counselor My Roots: Started with volunteering through Dave Ramsey Financial Peace University, moved to full time Military work, now in full time Private Practice My Passion: Helping others on the path toward Financial Well-Being My Hero: Mentors helping me along my path My...
April 20, 2018
Read More >Financial Literacy Month Spotlight: Ana Gonzalez Ribeiro, AFC® candidate, AFCPE® Member
My Work: I work with the W!SE Program (Working in Support of Education) teaching financial literacy to victims of domestic violence who are transitioning into a productive and empowered life. I'm also starting a financial coaching business. My Roots: My parents were both born in Puerto Rico, I was born in the...
April 19, 2018
Read More >Financial Literacy Month Spotlight: Stephen Newland, AFC®, AFCPE® Member
My Work: Provide financial education to clients & motivate them to be intentional about money. My Roots: Born & raised in Cincinnati, Ohio but now live in Atlanta, Georgia My Passion: I love YouTube…both watching & uploading. Also, I really enjoy playing FIFA (soccer) online My Hero: My grandpa. He always led by...
April 18, 2018
Read More >Financial Literacy Month Spotlight: Amanda Christensen, AFC® candidate, AFCPE® Member
My Work: Enable individuals and families to make sound money decisions My Roots: Idahome! My Passion: Family My Hero: The founding fathers My Favorite Quote: “Never let a problem to be solved become more important than a person to be loved.” President Thomas S. Monson My Favorite Personal Finance Resource: Money Habitudes cards My Advice To...
April 17, 2018
Read More >Financial Literacy Month Spotlight: Dr. Lorna Saboe-Wounded Head, AFC®, AFCPE® Member
My Work: Working with consumers across the state of South Dakota to manage their resources by providing programs that develop knowledge and skills. My Roots: I have lived and working in South Dakota most of my life. My Passion: My family, my health and challenging myself to try new things My Favorite Quote: “You...
April 15, 2018
Read More >Financial Literacy Month Spotlight: Dr. Barbara O’Neill, CFP®, AFC®, AFCPE® Member
My Work: I improve people's financial capability with research-based knowledge. Personal finance educator, researcher, and author of 5 books and 160+ journal articles. Skilled in social media, public speaking, and content creation/review. My Roots: Lived in New Jersey for 40 years (1978-2018); planning to move to Florida in 2020. My Passion: Gaining new...
April 14, 2018
Read More >Financial Literacy Month Spotlight: Justin Chidester, CFP®, AFC®, AFCPE® Member
My Work: Virtual Fee-Only Financial Planner My Roots: Half Rocky Mountain suburbian, half Okinawan islander My Passion: I provide financial planning to people who are like me: those who want to raise a family without sacrificing their bucket list items. I empower my clients to align their money with their personal values, invest...
April 13, 2018
Read More >Financial Literacy Month Spotlight: Elizabeth Scharf, AFC®, AFCPE® Member
My Work: Financial counseling, financial coaching, teaching, reporting, program management for low-moderate income program participants My Roots: Born and raised in Vermont, daughter of teachers, granddaughter of immigrant steel workers My Passion: I work to help low income folks better their financial futures and end the cycle of poverty My Hero: President Barack Obama...
April 12, 2018
Read More >Financial Literacy Month Spotlight: Ashley Bales, AFC® candidate, AFCPE® Member
My Work: Educate youth and adults about money management using research-based personal finance tools to prepare them for life after school and life after work. My Roots: Rural Missouri, born and raised! My Passion(s): Family, finance and adventuring in the outdoors My Hero: Geraldine Weiss, “The Grand Dame of Dividends” My Favorite Quote: “The most...
April 11, 2018
Read More >Financial Literacy Month Spotlight: Roslyn Lash, AFC®
My Work: Virtual Financial Coaching My Roots: I started out as a Real Estate Broker over 20 years ago My Passion: Educating and empowering young adults and helping them navigate through their finances My Hero/Mentor: Tiffany Aliche a.k.a. The Budgetnista My Favorite Quote: Don't judge each day by the harvest that you reap, but by...
April 10, 2018
Read More >Financial Literacy Month Spotlight: Jim Blair, AFCPE® Member
My Work: Consumer Behavior Researcher My Roots: Hermitage, Pennsylvania My Passion: Educating students to be our future business leaders, researching interesting topics by applying theory to practice, and making a positive impact on my community. My Hero: My sister, Heather Blair. Family is very important to me. I appreciate all of the support Heather...
April 09, 2018
Read More >