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Wi$eUp Mentors/Experts
Financial experts respond to questions from Gen X'ers registered for the Women's Bureau demonstration project. Representing a broad cross-section of financial expertise from across the United States, these professionals have volunteered their time and knowledge to support the Wi$eUp project.
On this page you'll find information about our Wi$eUp mentors. You may also want to check out the Mentor Q&A Archive where you will see experts' responses to specific questions.
Notice to our Mentors: To update your biography and contact information, please send an email to: wiseupwomen@wiseupwomen.org
Nicholl Aldridge
Financial Advisor, Primerica Financial Advisors
Region 7
more info >>
Lisa A. Arcangeli
Vice President and Mortgage Lending Officer, Fidelity Bank
Region 1
more info >>
Barbara Babcock
Educator/Manager, Consumer Credit Counseling Suc. Of South Florida
Region 4
more info >>
Michelle Beneski
Attornery, The Medicaid/Estate Planning Law Firm
Region 1
more info >>
Dorothea Bernique
Independent Representative, Primerica Financial Services
Region 4
more info >>
Ben F. Boyd, Jr.
Financial Consultant, Ben F. Boyd Jr., MBA, & Associates
Region 7
more info >>
Marcia Brixey
Founder, MWW, Money Wi$e Wome (MWW)
Region 10
more info >>
Jane Callahan
H.R. & Management Consultant, Primary Company
Region 1
more info >>
John Camargo
Financial Advisor, Merrill Lynch
Region 10
more info >>
Ellen Carey
Attorney & Teacher, Lynch & Lynch
Region 1
more info >>
Lynn Anne Christensen
Financial Advisor, Merrill Lynch
Region 4
more info >>
Eva Coblentz
Consumer, WA State Dept of Finance
Region 10
more info >>
Gail Cunningham
Consumer Credit Csl, Consumer Credit Counseling Service-Dallas
Region 6
more info >>
Robin Davis
Owner, Davis Wealth Enhancement Group
Region 4
more info >>
Gerri Detweiler
Consumer Advocate, Author and Consultant, Ultimate Credit Solutions Inc.
Region 4
more info >>
E. Kim Dignum
CFP, Dignum Financial Services
Region 6
more info >>
Kimberly Dryden
Insurance, Neely, Craig & Walton LLP
Region 6
more info >>
Rosemary Ervin
Director - Tax Department, Hunter Group
Region 2
more info >>
Mary Ann Evans
Home Economist, Northwest Family Services, Inc.
Region 6
more info >>
Jeannine Falter
Aviation Executive, Bussiness Consultant, Executive Coach, Jeannine Falter & Associates
Region 7
more info >>
Barbara Franklin
Owner, Franklin & Associates, INC.
Region 4
more info >>
Kris Freeberg
Owner, Making End$ Meet
Region 10
more info >>
Susan Garcia
Realtor, Prudential Carolinas real estate1400 Palm BLVD, #E
Region 4
more info >>
Christina Gears
Financial Planning, CMW Financial, Inc.
Region 6
more info >>
Vernishia Glenn
Real Estate Broker/Consultant, Executive Broker Associate
Region 10
more info >>
Fara Goodwin
Legal - ERISA, US DOL - Employee Benefits Security Admin.
Region 10
more info >>
Carol Hallstrom
Receptionist - Administrative Assistant, Arapahoe Library District
Region 8
more info >>
Caroline R. Harlow
Supervisor Examiner, Federal Deposit Insurance Corporation
Region 1
more info >>
Mary Hendrickson
Mortgage Banker Broker-Cash Flow Specialist — Sr. Loan Officer, First Horizon Home Loans
Region 10
more info >>
Gina Iandola
Bank Manager/Asst. VP, Home Street Bank
Region 10
more info >>
Claudia James
Public Speaker, James Educt. Meetings/Seminars
Region 7
more info >>
Julie Ann Johnson
Marketing Director, World Financial Group/Investment Advisors International
Region 10
more info >>
Delores Jones
Finance, Dell Computers Inc.
Region 6
more info >>
Suzanne Kincaid
Founder, Universal Peace & Prosperity Foundation
Region 10
more info >>
DeAnna Klokkenga
Investment Associate, Merrill Lynch
Region 5
more info >>
Dr Joan Koonce
University of Georgia (UGA) Cooperative Extension Service
Region 0
more info >>
MaryJane Kraemer
Bookkeeping, Compere and Robinette CPA
Region 7
more info >>
Leanne Kramer
Financial Planner/Investment Advisor, Bayport Financial Advisors
Region 10
more info >>
Scott Kreger
Vice President – Investments, Ferris, Baker Watts, Inc.
Region 3
more info >>
Jennifer Lane
Financial Planner, Compass Planning Associates
Region 1
more info >>
Rachel Lane
Financial Network Investment Corp.
Region 0
more info >>
Sharon Lockhart
Financial Planning Services, Raymond Financial Planner
Region 7
more info >>
Deborah D. Maloy
Certified Financial Planner, Maloy financial Services
Region 1
more info >>
Connie K. Marmet
Consultant, Good Work Consulting Inc.
Region 7
more info >>
Gail V. Marquet
Bussiness Development Director, South Caroline Fed. Credit Union
Region 4
more info >>
Michael A. Masiello
President, Masiello & Associates
Region 2
more info >>
Cindy Matloff
Consumer Advocate, Consumer Assistance Office Metro West, Inc.
Region 1
more info >>
Dianne C. McCabe
Licensed Sales Rep, Saving Bank Life Insurance (SBLI)
Region 1
more info >>
Janet L. McCoy
Financial Planner/Investment Advisor, Seal Financial Services, Inc.
Region 8
more info >>
Carrie Bailey Morey
Investment Adviso, Donald Bailry and Associates
Region 4
more info >>
Ellen Morris
Bookkeeping, Office Manager, Composs Billing
Region 8
more info >>
Edna M. Neville
counselor, SMOC - Framingham, MA
Region 1
more info >>
Brenda K. O'Shea
Credit Counselor, Consumer Credit Counseling Service
Region 6
more info >>
Robert Otten
Consultant, Accounting/Systems
Region 8
more info >>
Amy Paige Perry
Financial Education Instructor, Consumer Credit Counseling Services
Region 1
more info >>
Catherine Petter
Financial Copy Writer, Copy Collaborative, Inc.
Region 1
more info >>
Alyssa Rakovich
Financial Advisor, Smith Barney
Region 4
more info >>
Shauna L. Roberts
Senior Mortgage Originator, IC Federal Credit Union
Region 1
more info >>
Laura Rogers
Bank and Bank Holding Company Regulation, Federal Reserve Bank of Boston
Region 1
more info >>
Jody Rorick, CPA
Owner, Jody Rorick, CPA
Region 2
more info >>
Gail Rosen, CPA
President, Gail Rosen, CPA, PC
Region 2
more info >>
Elizabeth Rusnak
Programs and Curriculum Specialist, First Command Educational Foundation
Region 10
more info >>
Susan Saleem
Financial Consultant, A. G. Edwards, a division of Wachovia Securities, LLC.
Region 6
more info >>
Lourdes Sampera-Tsukada
Mortgage Banker, Flagstar Bank & Home Lending
Region 10
more info >>
Elizabeth J. Savage
Senior Financial Advisor, American Express Financial Advisors Inc.
Region 4
more info >>
Rebecca Schreiber
Financial Planner, Solid Ground Financial Planning
Region 3
more info >>
Bill Schultheis
Financial Columnist, King County Journal
Region 10
more info >>
Gregory P. Seal
Certified Financial Planner Practitioner, Seal Financial Services, Inc.
Region 8
more info >>
Kenneth Shapiro, CPA/PFS, CFP
President, Shapiro Financial Security Group Inc.
Region 2
more info >>
Gary Silverman
Financial Planner, Personal Money Planning
Region 6
more info >>
Harriet Smartt
Career Counselor, Self-employed
Region 4
more info >>
Vicki Smith
Senior Vice President, Pulaski Bank
Region 6
more info >>
Maya Sullivan
Owner, Career Change Books
Region 10
more info >>
Frank Wells
Financial Advisor, Merrill Lynch
Region 4
more info >>
Robin J. Williams
Private Attorney and Community Health Nurse, Family Medical Center
Region 10
more info >>
Brett J. Willis
Banker, Washington Mutual Bank
Region 10
more info >>
Romenita S. Wood
Public Affairs Specialist, Social Security Administration
Region 5
more info >>
Suzanne Zemelman
Consumer Economics, University of Missouri
Region 7
more info >>
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