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
Certified Senior Advisor (CSA)®, Aging Life Care Manager®. Healthcare, geriatric care, advocacy, care planning and management.
Family Finances, Investing and Retirement
Alan Melanson, CFP®
Estate planning, business succession planning, wealth management, and extended family finances.
Expertise: Family Finances; Tax preparation; Insurance Planning
Amanda Connaughton, CFP®
Amanda Vaught, MA, JD
Amie Young, CFP and CRPC
Divorce and Money; Family Finances; Divorce Issues; Planning for Couples
Angela M. Hall, MBA, CFP®
Ashesh Shah, CFP®
Ashley Dixon, CFP®
Audrey Jones, CFP®
Family Finances, Marriage and Money, Retirement, Small Business Planning
Barry Newman, CPA
Income Taxes, Divorce Negotiations. Tax Efficiency for Investments Made
Brenda A. Morris
Financial Planning, Family Finances, Healthcare.
Financial Planning, Wealth Management, Budget Development
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.
Courtney Durham, CFP®
Crystal Leigh Walker, CFP®, CRPC™, CKA™
Financial Planner and Investment Strategist
Dr. Nicole B Simpson, CFP
Eric Blake, CFP®
Retirement planning, Social Security optimization, retirement income planning, tax planning and investment management.
Erin Donahue, CFP®
Evelyn M. Zohlen, CFP®
Financial planning with a focus on serving women in transition.
Frank Byskov, CFA®, CFP®
Gennadiy Todd, CFP®
Retirement planning, education planning and debt management.
Ilene Amiel, CDFA, CSA, CMC
Divorce Issues, Elder Care
Jeffrey A. Drayton, CFP®, CDFA®
Budgeting, Intentional Spending, Money Mindset, Debt Management, Divorce & Money.
Jennifer Girling, CFP®
Budgeting; Career and Income; Debt Management; Family Finances; Health and Money; Investing; Wealth Management
Jennifer Read, CFP, ChFC
Jeremiah Baba Pagano, Esq., LL.M., CEPA
Tax Attorney and Certified Exit Planning Adviser
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.
Families and finance.
Karen D. Sparks, CDFA®, J.D.
Karlye Byrnes, CFP®
Kashif A. Ahmed, CFP
Budgeting; Divorce and Money; Family Finances; Investing; Marriage and Money; Wealth Management.
Kevin Lao, CFP®
Kristen M. Buchanan
Lamar Hudson, CFP®
Larissa Costello, CRPC®
Laura Rotter, CFA, CFP®
Laurie Itkin, CDFA
Leah Jones, CFA, CFP®, CDFA®, AEP®
Leela Varadharajan, MBA, CFP®
Lindsey Lewis, MBA, ChFC®, CFP®
Lisa Silvestro, CPA
Liz Alf, CFP®
Retirement, divorce, investing and estate planning.
Margaret Patrick, CFP® CDFA®
Mark Prendergast, CFP®
Divorce analysis, property settlement evaluation, estate planning, and income tax mitigation strategies.
Melissa Joy, CFP®, CDFA®
Financial Planning, Investments, Retirement, Divorce
Michelle Petrowski, CFP®, CDFA®
Retirement and Retirement Income Planning, Tax Planning in Retirement, Social Security, Investment Management, Suddenly Single Divorce and Widows
Neil Gartner MBA, CFP®
Financial planning, investing, retirement, budgeting and debt management.
Patricia Jennerjohn, CFP®
Peter J Creedon
Rachel Füss, CFP®, AAMS®
Ramesh Singh CFP ®, CFA, MBA
Rana Choubah, CFP®, CRPS, MPAS
Budgeting, Investing, College Savings, Retirement Planning, Insurance Products, Personal Debt
Rhonda Robbins, MBA, CFA
Investments, Retirement Analysis, Budgeting, Asset Analysis for Divorce
Budgeting, Career and Income, Debt Management, Divorce and Money, Family Finances, Health and Money, Investing, Marriage and Money, Retirement, Small Business, Wealth Management
Budgeting; Career and Income; Debt Management; Divorce and Money; Family Finances; Investing; Marriage and Money; Retirement; Wealth Management
Ross Krause CFP®, MBA, MSA
Sallie Mullins Thompson
Budgeting, Career and Income, Debt Management, Divorce and Money, Family Finances, Investing, Marriage and Money, Retirement, Small Business, Wealth Management
Retirement, planning, wealth, accumulation for new investors, and insurance planning.
Samantha Dvorchak, CFP®
Sandra A. Giudici
Insurance with a focus on women in all stages of life.
Stephen Overstreet, CFP®
Retirement planning, income planning, budgeting, mortgages and credit.
Veronica Karas, CFP®, MBA
Financial Planning, Wealth Management, Divorce.
Vida Jatulis, CFP®, CEPA®
Wendy A. Hammond, CFP®
Budgeting, Retirement Planning, Widowhood