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Moving Forward on Your Own: A Financial Guidebook for Widows
Find an Advisor
Working with a credentialed, ethical financial advisor who is versed in the special needs of a widow can make a difficult transition more manageable. The following ACA members provide services to widows and are listed by the states that they serve.
ALABAMA
Richard C. Salmen, CFP®, CFA, EA
rsalmen@gtrust.com
913-451-0900
ALASKA
Stephen McNamara, CPA/PFS
stephen@mcnamarafp.com
870-268-8000
ARIZONA
Sheryl Clark, EA, ATP
sheryl@sunrise-finance.com
520-297-1990
Douglas W. DeGain, CFP®
capitalg@comcast.net
(248) 652-1919
Larry Friedrichs, CFP®, CPA
lfriedri@cox.net
480-962-4356
Julie Lawrence, CFP®
Jlawrence@LawrenceFinancialPlanning.com
813-961-4930
Penny Marchand, CFP®, EA
penny@cambridgetucson.com
520-531-0550
Jo Anne Paynter, CFP®
Paynterj@aol.com
614-539-3307
Bert Whitehead, MBA, JD
bert@bertwhitehead.com
248-539-4669
ARKANSAS
Stephen McNamara, CPA/PFS
stephen@mcnamarafp.com
870-268-8000
CALIFORNIA
Joe Alfonso, CFP®, EA, ChFC
joe@aegisadvisory.com
408-689-8211
Tina Anders, CFP®
tina@andersfinancialplanning.com
707.765.9025
William Cuthbertson, MBA, EA, CFP®
william@fiscalisadvisory.com
949-429-5995
Susan Honig, CFP®, EA, CTC™
susan@veritanafinancial.com
818-725-1202
Penny Marchand, CFP®, EA
penny@cambridgetucson.com
520-531-0550
Jo Anne Paynter, CFP®
Paynterj@aol.com
614-539-3307
Ted Roman, EA, CFP®
ted@feeonlyadvisor.com
(619) 669-1111
Mike Skolnick, CPA/PFS
mike@axiomadvisory.com
(800) 836-4792
Judy Stewart, CFP®, EA, MBA
judy@stewart-financial.com
888-891-9709
Troy E. Thompson, J.D., CFP®
troy@thompson-advisory.com
503.234.0721
Chris Wentzien, CPA, CFP®
chris@naturalbridgesfa.com
831.421.0700
Bert Whitehead, MBA, JD
bert@bertwhitehead.com
248-539-4669
COLORADO
Mary Alpers, CFP®, MBA, EA
mary@alpersfinancial.com
719-495-7163
David E. Gardner, CFP®, MS
dave@yellowstonefinancial.com
303-449-5552
Linda Y. Leitz, CFP, EA
linda@lindaleitz.com
(719) 260-9800
Steve Martin, CFP®, MBA
steve.martin@mwm3.com
970-443-1873
Judy D. McNary, CFP®, MBA, MS
judy@mcnaryfinancial.com
303-410-1745
Jane Young, CFP®, EA
jane_y@msn.com
719-260-9800
CONNECTICUT
David S. Bross, CFP®
david@dsbross.com
978-318-7900
Joanne C. Marion, CFP®, CPA, MBA
marion@marionfinadv.com
914-584-0518
Rebecca Preston, CFP®, EA
rebecca@prestonplanning.com
401-421-1777
Anthony Salotto
asalotto@delphinusfa.com
781-780-2439
Brian Shea, CFP®, EA
bshea3@ix.netcom.com
203-966-9651
Clifford O. Straub, CFP®, MBA
clifford.straub@lifestyle-financial.com
860-344-8356
FLORIDA
Elizabeth A Barrett, MA, CFP®, AIF
eb@sterlingwealthadvisors.com
(954) 771-1313
David S. Bross, CFP®
david@dsbross.com
978-318-7900
Christopher Currin, CFP®
chris@pegasus-advisors.com
214-800-2010
Julie Lawrence, CFP®
Jlawrence@LawrenceFinancialPlanning.com
813-961-4930
Kathleen M. Rehl, CFP®, Ph.D
Kathleen@rehlmoney.com
813-949-0026
Barry Swaim, CFP®
bswaim@wmgonline.com
(336) 760-4829
Bert Whitehead, MBA, JD
bert@bertwhitehead.com
248-539-4669
GEORGIA
Elizabeth A Barrett, MA, CFP®, AIF
eb@sterlingwealthadvisors.com
(954) 771-1313
Christopher Currin, CFP®
chris@pegasus-advisors.com
214-800-2010
HAWAII
Julie Lawrence, CFP®
Jlawrence@LawrenceFinancialPlanning.com
813-961-4930
Penny Marchand, CFP®, EA
penny@cambridgetucson.com
520-531-0550
Judy D. McNary, CFP®, MBA, MS
judy@mcnaryfinancial.com
303-410-1745
IDAHO
Penny Marchand, CFP®, EA
penny@cambridgetucson.com
520-531-0550
ILLINOIS
Lois Basil, CFP®
lois@basilfinancialgroup.com
(773) 697-9528
Karen Folk, CFP®
Karen@BluestemFA.com
217-352-0000
Heidi French, CFP®
heidi@heidifrench.com
314-432-1725
Sophie Kaluziak, CFP®, CPA
sophie@vistafp.com
708-445-8747
Jacob D. Kuebler, CFP®
Jake@BluestemFA.com
217-352-0000
Richard C. Salmen, CFP®, CFA, EA
rsalmen@gtrust.com
913-451-0900
Bridget Sullivan Mermel, CPA, CFP®
b@sullivanmermel.com
773-404-9344
IOWA
Richard C. Salmen, CFP®, CFA, EA
rsalmen@gtrust.com
913-451-0900
Laura A. Seymour, CFP®
laura@torchlightadvisorsllc.com
952-921-2450
KANSAS
Richard C. Salmen, CFP®, CFA, EA
rsalmen@gtrust.com
913-451-0900
LOUISIANA
Stephen McNamara, CPA/PFS
stephen@mcnamarafp.com
870-268-8000
MAINE
David S. Bross, CFP®
david@dsbross.com
978-318-7900
Howard Cadwell CFP® AIF®
Howard@ne-passage.com
603.772.8729
W John Dulmage CFP®, EA
wjdulmage@financial-pathways.com
603-821-1450
MARYLAND
David S. Bross, CFP®
david@dsbross.com
978-318-7900
Julie Lawrence, CFP®
Jlawrence@LawrenceFinancialPlanning.com
813-961-4930
MASSACHUSETTS
Jeffrey B Augustine, CFA, CFP®
jeff@augustinefs.com
(617) 663-5762
David S. Bross, CFP®
david@dsbross.com
978-318-7900
Howard Cadwell CFP® AIF®
Howard@ne-passage.com
603.772.8729
Maureen Demers, CFP®
mdemers@demersfinancial.com
(978) 494-4337
W John Dulmage CFP®, EA
wjdulmage@financial-pathways.com
603-821-1450
Patricia Konetzny, CPF®, EA
pk@practicalplanner.com
978-461-4932
Rebecca Preston, CFP®, EA
rebecca@prestonplanning.com
401-421-1777
Anthony Salotto
asalotto@delphinusfa.com
781-780-2439
MICHIGAN
Kelly L. Adams, CFP®, EA
kelly@harborlightplanning.com
248-344-9616
Douglas W. DeGain, CFP®
capitalg@comcast.net
(248) 652-1919
Pamela Landy, MBA, JD, CFP®
pamela@cambridgeconnection.biz
248-737-7090
Julie Lawrence, CFP®
Jlawrence@LawrenceFinancialPlanning.com
813-961-4930
Ronald E. Shaw, CFP®
ron@ronaldshaw.com
734-769-3927
Barry Swaim, CFP®
bswaim@wmgonline.com
(336) 760-4829
Bert Whitehead, MBA, JD
bert@bertwhitehead.com
248-539-4669
MINNESOTA
Timothy B. Brown, MBA, CFA, CFP®
Tim@brownwealth.com
952-303-6715
Laura A. Seymour, CFP®
laura@torchlightadvisorsllc.com
952-921-2450
MISSOURI
Heidi French, CFP®
heidi@heidifrench.com
314-432-1725
Richard C. Salmen, CFP®, CFA, EA
rsalmen@gtrust.com
913-451-0900
Ronald E. Shaw, CFP®
ron@ronaldshaw.com
734-769-3927
MONTANA
David E. Gardner, CFP®, MS
dave@yellowstonefinancial.com
303-449-5552
NEBRASKA
Richard C. Salmen, CFP®, CFA, EA
rsalmen@gtrust.com
913-451-0900
NEVADA
Audry J. Batiste, CFP®, EA
audry@precisefp-llc.com
702-556-2724
NEW HAMPSHIRE
David S. Bross, CFP®
david@dsbross.com
978-318-7900
Howard Cadwell CFP® AIF®
Howard@ne-passage.com
603.772.8729
W John Dulmage CFP®, EA
wjdulmage@financial-pathways.com
603-821-1450
Anthony Salotto
asalotto@delphinusfa.com
781-780-2439
NEW JERSEY
Erin Baehr, CFP®, EA
ebaehr@baehrfinancial.com
(570) 223-1550
David S. Bross, CFP®
david@dsbross.com
978-318-7900
Eric Hillman, CFP®
erichillman@hillmanfinserv.com
609-654-6400
Joanne C. Marion, CFP®, CPA, MBA
marion@marionfinadv.com
914-584-0518
NEW MEXICO
David E. Gardner, CFP®, MS
dave@yellowstonefinancial.com
303-449-5552
NEW YORK
Joanne C. Marion, CFP®, CPA, MBA
marion@marionfinadv.com
914-584-0518
Eleanor B. Menz, CPF®, CPA
elmenz@gmail.com
315-262-2152
Anthony Salotto
asalotto@delphinusfa.com
781-780-2439
Brian Shea, CFP®, EA
bshea3@ix.netcom.com
203-966-9651
Chip Simon, CFP®
csimon@hvc.rr.com
845-486-5039
NORTH CAROLINA
Elizabeth A Barrett, MA, CFP®, AIF
eb@sterlingwealthadvisors.com
(954) 771-1313
Al S. Davis, CFP®
al@adavisfinancial.com
828-398-5050
Ed Fulbright, CPA/PFS
edf@moneyful.com
919-544-0398
Barry Swaim, CFP®
bswaim@wmgonline.com
(336) 760-4829
OHIO
Joseph Baumann, CFP®
joebaumann@rrohio.com
614-414-0600
Elizabeth Caldwell, CFP®, MA
elizabeth@welshhillsfinancial.com
740-344-2244
Robert Choiniere, CFP®
info@planstoprosper.us
724-935-5553
John J. Discepoli, CPA/PFS
john@discepoli.com
513-771-7526
Pamela Landy, MBA, JD, CFP®
pamela@cambridgeconnection.biz
248-737-7090
Jo Anne Paynter, CFP®
Paynterj@aol.com
614-539-3307
Robert R. Reed, CFP®, Ph.D
Rob@reedplanning.com
614-263-3900
Kenneth F Robinson, JD, CFP®, AIF®
ken@p-f-p.com
(216) 688-3737
Ronald E. Shaw, CFP®
ron@ronaldshaw.com
734-769-3927
Constance (Connie) A Stone, CFP®, ATP
Connie@ssfinc.com
(440) 247-4870
David M. Zolt, CFP®, EA
david@westlakeadv.com
440-250-9744
OKLAHOMA
Richard C. Salmen, CFP®, CFA, EA
rsalmen@gtrust.com
913-451-0900
OREGON
Joe Alfonso, CFP®, EA, ChFC
joe@aegisadvisory.com
(503) 290-1089
Ryan McClung, CPA/PFS
ryan@mcclungwm.com
503-639-4070
Richard C. Salmen, CFP®, CFA, EA
rsalmen@gtrust.com
913-451-0900
Troy E. Thompson, J.D., CFP®
troy@thompson-advisory.com
503.234.0721
PENNSYLVANIA
Erin Baehr, CFP®, EA
ebaehr@baehrfinancial.com
(570) 223-1550
Robert Choiniere, CFP®
rchoiniere@planstoprosper.com
724-935-5553
Christopher Currin, CFP®
chris@pegasus-advisors.com
214-800-2010
James M. Davis
jim@partnershipfinancial.com
614-261-1995
Jeff McClarren, CFP®
jmcclarren@yahoo.com
814-235-1940
Anthony Salotto
asalotto@delphinusfa.com
781-780-2439
Steve Templeton, CFP, EA
steve@templetonfp.com
(724) 695-1087
RHODE ISLAND
Joanne C. Marion, CFP®, CPA, MBA
marion@marionfinadv.com
914-584-0518
Rebecca Preston, CFP®, EA
rebecca@prestonplanning.com
401-421-1777
Anthony Salotto
asalotto@delphinusfa.com
781-780-2439
SOUTH CAROLINA
David S. Bross, CFP®
david@dsbross.com
978-318-7900
Al S. Davis, CFP®
al@adavisfinancial.com
828-398-5050
Barry Swaim, CFP®
bswaim@wmgonline.com
(336) 760-4829
SOUTH DAKOTA
Laura A. Seymour, CFP®
laura@torchlightadvisorsllc.com
952-921-2450
TENNESSEE
Elizabeth A Barrett, MA, CFP®, AIF
eb@sterlingwealthadvisors.com
(954) 771-1313
Al S. Davis, CFP®
al@adavisfinancial.com
828-398-5050
Stephen McNamara, CPA/PFS
stephen@mcnamarafp.com
870-268-8000
Michael Ryan, CFP®
mike@7oaksfinplng.com
615-294-7424
Troy Von Haefen, CFP®
tvonhaefen@comcast.net
(615) 353-9646
Philip M. Watson, CFP®
philipwatson@mac.com
615-599-6996
TEXAS
Christopher Currin, CFP®
chris@pegasus-advisors.com
214-800-2010
Richard C. Salmen, CFP®, CFA, EA
rsalmen@gtrust.com
913-451-0900
Troy Von Haefen, CFP®
tvonhaefen@comcast.net
(615) 353-9646
VERMONT
Eleanor B. Menz, CPF®, CPA
elmenz@gmail.com
315-262-2152
VIRGINIA
Robert Choiniere, CFP®
info@planstoprosper.us
724-935-5553
Al S. Davis, CFP®
al@adavisfinancial.com
828-398-5050
Claire Emory, MBA, CFA, CFP®
claire@bringclaritytoyourfinances.com
(703) 465-5116
Richard C. Salmen, CFP®, CFA, EA
rsalmen@gtrust.com
913-451-0900
Anthony Salotto
asalotto@delphinusfa.com
781-780-2439
Barry Swaim, CFP®
bswaim@wmgonline.com
(336) 760-4829
WASHINGTON
Lily McKee, CFP®, MBA
info@turningpointFLP.com
(425) 652-0267
Richard C. Salmen, CFP®, CFA, EA
rsalmen@gtrust.com
913-451-0900
WASHINGTON, DC
Claire Emory, MBA, CFA, CFP®
claire@bringclaritytoyourfinances.com
(703) 465-5116
WEST VIRGINIA
Robert Choiniere, CFP®
info@planstoprosper.us
724-935-5553
Steve Templeton, CFP, EA
steve@templetonfp.com
(724) 695-1087
WISCONSIN
Timothy B. Brown, MBA, CFA, CFP®
Tim@brownwealth.com
952-303-6715
Laura A. Seymour, CFP®
laura@torchlightadvisorsllc.com
952-921-2450
WYOMING
David E. Gardner, CFP®, MS
dave@yellowstonefinancial.com
303-449-5552
Judy D. McNary, CFP®, MBA, MS
judy@mcnaryfinancial.com
303-410-1745