Financial Professionals

Offering Pro Bono Services

2017 Directory

AFC® Accredited Financial Counselor®

CFP® Certified Financial Planner®

Teri R. Alexander, CFP®

Alexander Financial Planning, Inc.
Grandview Hts., OH
talexander@afp-advisors.com
(614) 538-1600

Specialties:
Basic Money Management

Pro Bono Financial Counseling or Planning Services:

Virtual
Group financial education workshop

Naomi Bechtold, AFC®

Purdue Extension-Marion County
Indianapolis, Indiana
nbechtol@purdue.edu
(317) 275-9254

Specialties:
Basic Money Management
Credit Repair
Debt Management
Housing
Taxes

Pro Bono Financial Counseling or Planning Services:
Virtual

Anne Buckner, AFC®

Anzelc & Associates, Inc.
Stow, OH
anne.buckner@anzelcandassociates.com
(330) 689-1040

Specialties:

Couples/Families and Money
Taxes

Pro Bono Financial Counseling or Planning Services:

Virtual

Krista Cavalieri, CFP®

Evolve Capital
Worthington, OH
krista@evolvecap.com
(614) 592-5431

Specialties:

Basic Money Management
Debt Management

Pro Bono Financial Counseling or Planning Services:

In person
Group financial education workshop

Kim Colpitts, AFC®

Colpitts Financial Solutions
Beavercreek, OH
colpitts52@hotmail.com
(850) 461-0203

Specialties:

Basic Money Management
Couples/Families and Money
Debt Management
Retirement
Investments
Taxes

Pro Bono Financial Counseling or Planning Services:

In person
Group financial education workshop

Paul Dolce, CFP®

Financial Solutions LLC
Dublin, OH
PDolce@FinancialSols.com
(614) 604-3551

Specialties:

Basic Money Management
Couples/Families and Money
Retirement
Estate planning
Investments
Aging or caring for an aging adult
Taxes

Pro Bono Financial Counseling or Planning Services:

In person
Virtual
Group financial education workshop

Ted Inbusch, Registered Rep series 7 and 66, Ohio insurance license

The Schumacher Group / Ameriprise
Columbus, OH
ted.inbusch@ampf.com
(614) 340-9642

Specialties:

Basic Money Management
Couples/Families and Money
Credit Repair
Debt Management
Taxes

Pro Bono Financial Counseling or Planning Services:

In person
Virtual
Group financial education workshop

Laurie Johnson, AFC®

MoneyRx
Mooresville, NC
Laurie@myMoneyRx.net
(704) 677-6667

Specialties:

Basic Money Management
Couples/families and money
Credit Repair
Debt Management
Housing

Pro Bono Financial Counseling or Planning Services:

Virtual

Roslyn Lash, AFC®, Real Estate Broker

Youth Smart Financial Education Services (Adult Savvy Program)
Winston Salem, NC
coach@roslynlash.com
(336) 655-5701

Specialties:

Basic Money Management
Couples/Families and Money

Credit Repair
Debt Management
Housing

Pro Bono Financial Counseling or Planning Services:

Virtual Group

Financial education workshop


Jennifer Lear, AFC®

Armed Forces Services Corporation
Fort Knox, KY
learjen@googlemail.com
(434) 422-0284

Specialties:

Basic Money Management
Couples/Families and Money
Credit Repair
Debt Management
Housing

Pro Bono Financial Counseling or Planning Services:

Virtual
Group financial education workshop

Darlette McCormick, AFC®

Foundations For Wealth
Raleigh, NC
darlettesellshomes@gmail.com
(919) 523-7990

Specialties:

Basic Money Management
Couples/Families and Money
Debt Management

Pro Bono Financial Counseling or Planning Services:

Virtual

Group financial education workshop

Laura Orbash, AFC®

Armed Forces Services Corporation
Columbus, OH
lauraorbash@gmail.com
(614) 525-2500

Specialties:

Basic Money Management
Couples/Families and Money
Retirement
Estate Planning
Investments

Pro Bono Financial Counseling or Planning Services:

In person
Virtual
Group financial education workshop

Eric Ross, CFP®

Truepoint Wealth Counsel
Cincinnati, OH
e.ross@truepointwealth.com
(513) 792-6648

Specialties:
Basic Money Management
Couples/Families and Money
Debt Management
Retirement
Investments

Pro Bono Financial Counseling or Planning Services:

In person
Virtual
Group financial education workshop

Leandra F. Schindler, CFP®, Ohio Life License

Flowering Financial, LLC
Akron, OH
leandra@floweringfinancial.com
(330) 564-3774

Specialties:

Basic Money Management
Couples/Families and Money
Debt Management
Retirement
Housing
Taxes

Pro Bono Financial Counseling or Planning Services:

In person
Virtual
Group financial education workshop

Antowoine D. Winters, Enrolled Agent

Concierge Tax & Financial Services, LLC
Washington Township, OH
awinters@conciergetfs.com
(937) 671-3914

Specialties:

Basic Money Management
Couples/Families and Money
Debt Management
Retirement
Housing
Taxes

Pro Bono Financial Counseling or Planning Services:

In person
Virtual
Group financial education workshop