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
Alan Melanson, CFP®
Estate planning, business succession planning, wealth management, and extended family finances.
Alexander Basco
Expertise: Family Finances; Tax preparation; Insurance Planning
Amanda Connaughton, CFP®
Amanda Vaught, MA, JD
Amie Young, CFP and CRPC
Amy Irvine
Divorce and Money; Family Finances; Divorce Issues; Planning for Couples
Amy Kong
Ana Weisberger
Angela M. Hall, MBA, CFP®
Anne Reed
Ariel Ward
Ashesh Shah, CFP®
Ashley Dixon, CFP®
Audrey Jones, CFP®
Family Finances, Marriage and Money, Retirement, Small Business Planning
Avani Ramnani
Barry Newman, CPA
Income Taxes, Divorce Negotiations. Tax Efficiency for Investments Made
Beth Greulich
Brenda A. Morris
Bruce Lorenz
Financial Planning, Family Finances, Healthcare.
Cady North
Financial Planning, Wealth Management, Budget Development
Cara Cannon
Carolyn D’Alessio
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.
Cheryl Wong
Claudia LaRocque
Courtney Durham, CFP®
Crystal Leigh Walker, CFP®, CRPC™, CKA™
Financial Planner and Investment Strategist
Dan Krivoniak
Debbie Morrell-Cady
Debra Cinquemani
Deidre Fernald
Diana Merenda
Diana Torzewski
Diana Yanez
Dr. Nicole B Simpson, CFP
Elizabeth Loew
Emily Haberkern
Emily Platt
Eric Blake, CFP®
Retirement planning, Social Security optimization, retirement income planning, tax planning and investment management.
Erin Donahue, CFP®
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.
Gretchen Miller
Ilene Amiel, CDFA, CSA, CMC
Divorce Issues, Elder Care
Ivy Menchel
Jackie Lin
Jaime Ragins
James Guberman
Jamie Lima
Jeffrey A. Drayton, CFP®, CDFA®
Jenn Wittig
Budgeting, Intentional Spending, Money Mindset, Debt Management, Divorce & Money.
Jennifer Cohen
Valuation consulting.
Jennifer Girling, CFP®
Jennifer Jonassaint
Budgeting; Career and Income; Debt Management; Family Finances; Health and Money; Investing; Wealth Management
Jennifer Li
Jennifer Read, CFP, ChFC
Jeremiah Baba Pagano, Esq., LL.M., CEPA
Tax Attorney and Certified Exit Planning Adviser
Jill Boynton
Jill Shibuya
Julia Buchholz, CFP®
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 Johnson
Families and finance.
Julie Quick
Justin Porter
Karen D. Sparks, CDFA®, J.D.
Karen Ogden
Karlye Byrnes, CFP®
Kashif A. Ahmed, CFP
Budgeting; Divorce and Money; Family Finances; Investing; Marriage and Money; Wealth Management.
Katrina Welker
Kaysian Gordon
Kelly Shikany
Kevin Lao, CFP®
Kimberly Malesky
Kristen Bonnier
Kristen M. Buchanan
Kristina Cummings
Lamar Hudson, CFP®
Larissa Costello, CRPC®
Laura Rotter, CFA, CFP®
Laurie Itkin, CDFA
Leah Jones, CFA, CFP®, CDFA®, AEP®
Leela Varadharajan, MBA, CFP®
Leslie Girote
Lindsey Lewis, MBA, ChFC®, CFP®
Lisa Silvestro, CPA
Taxes
Liz Alf, CFP®
Lynn Najman
Marc Daner
Retirement, divorce, investing and estate planning.
Margaret Patrick, CFP® CDFA®
Margery Schiller
Marian Nguyen
Marisa Rothstein
Mark Prendergast, CFP®
Divorce analysis, property settlement evaluation, estate planning, and income tax mitigation strategies.
Matthew Foreman
Melissa Estrada
Melissa Joy, CFP®, CDFA®
Financial Planning, Investments, Retirement, Divorce
Michelle McKinnon
Michelle Petrowski, CFP®, CDFA®
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.
Olivia Summerhill
Patricia Jennerjohn, CFP®
Peter J Creedon
Rachel Füss, CFP®, AAMS®
Ramesh Singh CFP ®, CFA, MBA
Rana Choubah, CFP®, CRPS, MPAS
Ravi Patel
Budgeting, Investing, College Savings, Retirement Planning, Insurance Products, Personal Debt
Rebecca Proske
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
Ross Krause CFP®, MBA, MSA
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.
Samantha Dvorchak, CFP®
Sandra A. Giudici
Stephanie Searle
Insurance with a focus on women in all stages of life.
Stephen Overstreet, CFP®
Steve Abramson
Susanna Nieto
Retirement planning, income planning, budgeting, mortgages and credit.
Tami Arnowitz
Tony Brown
Wealth management.
Valerie Malter
Veronica Karas, CFP®, MBA
Vickie Adams
Financial Planning, Wealth Management, Divorce.
Victor Colella
Vida Jatulis, CFP®, CEPA®
Vinee Mehta
Wahidah Aziz
Wendy A. Hammond, CFP®
Wendy Weiss
Budgeting, Retirement Planning, Widowhood