Helpline Volunteers
Make a Difference. Offer Your Services Pro Bono and Sign-Up to Volunteer.
The Savvy Ladies Free Financial Helpline supports women by arranging 1:1 phone consultations with a pro bono expert financial adviser who assists them with their self-identified needs. Volunteers are CFPs™, CPAs, ChFCs, CLUs, EAs, CSLP®s, CDFA®’s, MSFSs or MBAs (with Financial Planning concentration).
Savvy Ladies serves all women and provides unbiased, independent advice with no solicitations. Savvy Ladies is addressing the needs of the community we serve as we see the rising demand to educate women and help them achieve financial stability.
Join us and become a Savvy volunteer today. All Savvy Ladies volunteers are automatically covered by our pro bono E&O liability insurance.
Meet the Savvy Ladies Helpline Volunteers
Abbe Udochi
Certified Senior Advisor (CSA)®, Aging Life Care Manager®. Healthcare, geriatric care, advocacy, care planning and management.
Abdullah Noman
Family Finances, Investing and Retirement
Alexander Basco
Expertise: Family Finances; Tax preparation; Insurance Planning
Alicyn McLeod, CPA, CFP®
Tax professional with a focus on multi-generational businesses; real estate investments; and trusts & estates.
Amanda Adams
Accounting
Amanda Connaughton, CFP®
Amanda Vaught, MA, JD
Amy Irvine
Divorce and Money; Family Finances; Divorce Issues; Planning for Couples
Amy Kong
Anne Beck, CFP
Ashesh Shah, CFP®
Audrey Jones, CFP®
Family Finances, Marriage and Money, Retirement, Small Business Planning
Beth Greulich
Brenda A. Morris
Bruce Lorenz
Financial Planning, Family Finances, Healthcare.
Cady North
Financial Planning, Wealth Management, Budget Development
Carrie Rattle
Cat Morgan, CFP®
Retirement Planning, Education Planning, Insurance Planning, Wealth Management.
Cherie Stueve, PhD CFP® AFC® FFC® FBS®
Debt management, investment and retirement savings, insurance, estate planning, money and relationships, and home buying.
Claudia LaRocque
Dan Krivoniak
Debbie Morrell-Cady
Diana Yanez
Dr. Nicole B Simpson, CFP
Elliott Appel, CFP®, CLU®, RLP®
Retirement planning, tax planning, investing advice for widows and caregivers.
Emily Haberkern
Emily Platt
Eric Blake, CFP®
Retirement planning, Social Security optimization, retirement income planning, tax planning and investment management.
Evan Press
Evelyn M. Zohlen, CFP®
Financial planning with a focus on serving women in transition.
Fenny Lei
Frank Byskov, CFA®, CFP®
Gennadiy Todd, CFP®
Retirement planning, education planning and debt management.
James Guberman
Jamie Lima
Jeffrey A. Drayton, CFP®, CDFA®
Jennifer Cohen
Valuation consulting.
Jennifer Jonassaint
Budgeting; Career and Income; Debt Management; Family Finances; Health and Money; Investing; Wealth Management
Jeremiah Baba Pagano, Esq., LL.M., CEPA
Tax Attorney and Certified Exit Planning Adviser
Jill Boynton
Jill Shibuya
Julia S. Lilly, MBA, CFP®, ABFP℠
Cash flow planning, investment recommendations, estate planning review, insurance risk assessment, education funding review, and retirement & legacy planning.
Julie Quick
Justin Porter
Karen Ogden
Kashif A. Ahmed, CFP
Budgeting; Divorce and Money; Family Finances; Investing; Marriage and Money; Wealth Management.
Kelly Shikany
Kevin Lao, CFP®
Kristen M. Buchanan
Lamar Hudson, CFP®
Larissa Costello, CRPC®
Laurie Itkin, CDFA
Leah Jones, CFA, CFP®, CDFA®, AEP®
Leela Varadharajan, MBA, CFP®
Liz Alf, CFP®
Marc Daner
Retirement, divorce, investing and estate planning.
Margaret Patrick, CFP® CDFA®
Margery Schiller
Mark Prendergast, CFP®
Divorce analysis, property settlement evaluation, estate planning, and income tax mitigation strategies.
Matthew E. Foreman, J.D., LL.M.
Tax preparation, Career and Income, Accounting
Melissa Walsh, CFA, CFP, AIF
Investment management and financial planning.
Michelle McKinnon
Mike Miller
Retirement and Retirement Income Planning, Tax Planning in Retirement, Social Security, Investment Management, Suddenly Single Divorce and Widows
Najeedah Ghias
Nancy Listiawan
Neil Gartner MBA, CFP®
Financial planning, investing, retirement, budgeting and debt management.
Peter J Creedon
Ramesh Singh CFP ®, CFA, MBA
Ravi Patel
Budgeting, Investing, College Savings, Retirement Planning, Insurance Products, Personal Debt
Rhonda Robbins, MBA, CFA
Investments, Retirement Analysis, Budgeting, Asset Analysis for Divorce
Richard Ibarra
Budgeting, Career and Income, Debt Management, Divorce and Money, Family Finances, Health and Money, Investing, Marriage and Money, Retirement, Small Business, Wealth Management
Rob Just
Robert Sharer
Budgeting; Career and Income; Debt Management; Divorce and Money; Family Finances; Investing; Marriage and Money; Retirement; Wealth Management
Rubina Hossain
Rupa Pereira
Sallie Mullins Thompson
Budgeting, Career and Income, Debt Management, Divorce and Money, Family Finances, Investing, Marriage and Money, Retirement, Small Business, Wealth Management
Samantha Cornelius
Retirement, planning, wealth, accumulation for new investors, and insurance planning.
Sandra A. Giudici
Stephanie Searle
Insurance with a focus on women in all stages of life.
Stephen Overstreet, CFP®
Susanna Nieto
Retirement planning, income planning, budgeting, mortgages and credit.
Tami Arnowitz
Tony Brown
Wealth management.
Vickie Adams
Financial Planning, Wealth Management, Divorce.