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Wi$eUp Experts
Financial experts respond to questions from Gen X'ers registered for the Women's Bureau demonstration project. Representing a broad cross-section of financial expertise from across the United States, these professionals have volunteered their time and knowledge to support the Wi$eUp project.
On this page you'll find information about our Wi$eUp experts. You may also want to check out the Expert Q&A Archive where you will see experts' responses to specific questions.
Notice to our Experts: To update your biography and contact information, please send an email to: wiseupwomen@wiseupwomen.org
Blake Allison
CEO & President, Financial Education & Literacy Advisers (FELA)
Region 3
more info >>
Shawn Anderson
Financial Advisor, Five Rings Financial
Region 8
more info >>
Lisa A. Arcangeli
Vice President and Mortgage Lending Officer, Fidelity Bank
Region 1
more info >>
Bettye J. Banks
CCCS of Greater Dallas
Region 6
more info >>
Michelle Beneski, Esq.
Attorney, The Medicaid/Estate Planning Law Firm
Region 1
more info >>
Dorothea Bernique
Financial Literacy Educator , Increasing H.O.P.E. Financial Training Center
Region 4
more info >>
Pablo M. Bianchi
Financial Planner, Principal Financial Group
Region 3
more info >>
Ben F. Boyd, Jr.
Financial Consultant, Ben F. Boyd Jr., MBA, & Associates
Region 7
more info >>
Marcia Brixey
Founder, MWW, Money Wi$e Women (MWW)
Region 10
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Jane Callahan
H.R. & Management Consultant, Primary Company
Region 1
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Ellen Carey
Attorney & Teacher, Lynch & Lynch
Region 1
more info >>
Jana Castanon
Community Outreach Director, Consumer Counseling Service
Region 7
more info >>
Virginia Clay CFA
Financial Advisor/Financial Planning Association (FPA), Smith Barney
Region 4
more info >>
Katherine Cook
Student Computer Technician - Wi$eUp, Texas AgriLife Extension Service
Region 6
more info >>
Gail Cunningham
Consumer Credit Csl, Consumer Credit Counseling Service-Dallas
Region 6
more info >>
Robin Davis, CFP
Owner, Davis Wealth Enhancement Group
Region 4
more info >>
Gerri Detweiler
Consumer Advocate, Author and Consultant, Ultimate Credit Solutions Inc.
Region 4
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Kimberly Dryden
Partner, Neely, Craig & Walton LLP
Region 6
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Rosemary Ervin, CPA
Director - Tax Department, Hunter Group
Region 2
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Mary Ann Evans
Home Economist, Northwest Family Services, Inc.
Region 6
more info >>
Jeannine Falter
Aviation Executive, Business Consultant, Executive Coach, Jeannine Falter & Associates
Region 7
more info >>
Rana R. Fields
Senior Financial Advisor, Ameriprise Financial Service, Inc.
Region 7
more info >>
Barbara Franklin
Owner, Franklin & Associates, INC.
Region 4
more info >>
Beth Frazier
Realtor, Author, Speaker, The Corcoran Group
Region 2
more info >>
Kris Freeberg
Owner, Making End$ Meet
Region 10
more info >>
Liliana Fuentes
Extension Assistant, Texas AgriLife Extension Service
Region 6
more info >>
Susan Garcia
Realtor, Carolina One Real Estate1400 Palm BLVD, #E
Region 4
more info >>
Christina Gears
Financial Planning, CMW Financial, Inc.
Region 6
more info >>
Lynn Anne Gillen, CIMA®
Financial Advisor, Merrill Lynch
Region 4
more info >>
Vernishia Glenn
Real Estate Broker/Consultant, Executive Broker Associate
Region 10
more info >>
Elizabeth Goldsmith
Professor, Department of Textiles and Consumer Sciences, College of Human Sciences, Florida State University
Region 4
more info >>
Fara Goodwin
Legal - ERISA, US DOL - Employee Benefits Security Admin.
Region 10
more info >>
Nancy Granovsky, CFP®
Professor & Extension Family Economics Specialist, Texas AgriLife Extension Service, The Texas A&M System
Region 6
more info >>
Heather Green
Director of Counseling, Consumer Credit Counseling Service of N. CO & SE. WY
Region 8
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Carol Hallstrom
Receptionist and Administrative Assistant, Arapahoe Library District
Region 8
more info >>
Sharon P. Hardy, CFE
Internal Audit Director, Citizens Bank & Trust
Region 7
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 >>
Loretta D. Hutchinson
Financial Consultant/Account Executive, Harvest Group Financial Services
Region 1
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Claudia James
Public Speaker, James Educt. Meetings/Seminars
Region 7
more info >>
Martina A. Jimenez
Financial Advisor, Eagle Strategies, LLC
Region 4
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Suzanne Kincaid
Founder, Universal Peace & Prosperity Foundation
Region 10
more info >>
DeAnna Klokkenga CFP ®
Investment Associate, Merrill Lynch
Region 5
more info >>
Laurie Knowles
Financial Educator/Director of Education, Ontrack Financial Education and Counseling
Region 4
more info >>
Joan Koonce, Ph.D
Extension Specialist, University of Georgia (UGA) Cooperative Extension
Region 4
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 >>
Joanne Seymour Kuster
Entrepreneur, Financial educator, Author, Kuster Ltd. and Money Smart Week
Region 7
more info >>
Jeff Kyle
Insurance and Financial Services Agent, Jeff Kyle Agency
Region 10
more info >>
Jennifer Lane
Financial Planner, Compass Planning Associates
Region 1
more info >>
Rachel Lane, CFP
Certified Financial Planner, Financial Network Investment Corp.
Region 8
more info >>
Delores Lenzy - Jones
Senior Financial Consultant, Dell Computers Inc.
Region 6
more info >>
Sharon Lockhart, CFP®, CDFA
Certified Financial Planner, CDFA, Raymond James Financial Services
Region 7
more info >>
Deborah D. Maloy, CFP®
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
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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 Advisor, Donald Bailey and Associates
Region 4
more info >>
Ellen Morris
Vice President, Head of Operations, Compass Billings
Region 8
more info >>
Kim Nourie, CFP, CPA
Sr. Vice President, Cross Financial Services Corp., a Registered Investment Advisor
Region 6
more info >>
Martha Fortune O'Brien
Financial Advisor, Edward Jones
Region 4
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 Perry
Regional Director - Education, Development, and Community Relations, Money Management International
Region 1
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Trudiann Phillips
Financial Planner, Kingdom Money Management
Region 4
more info >>
Alyssa Rakovich
Vice President — Wealth Management, Assistant Branch Manager
Region 4
more info >>
Jerusha Ramos
Financial Services Rep, Principal Financial Group
Region 2
more info >>
Shauna L. Roberts
Senior Mortgage Originator, IC Federal Credit Union
Region 1
more info >>
Steven Rodriguez
Financial Advisor, Owner Financial Advisory Firm
Region 3
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 >>
Vita S. Roth
Extension Assistant, Texas AgriLife Extension Service
Region 6
more info >>
Elizabeth Rusnak
Northwest Business Development Association
Region 10
more info >>
Elizabeth J. Savage
Senior Financial Advisor, Ameriprise
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, CFP®
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 >>
Brett T. Straub
Financial Planner, Financial Advisors of Delaware Valley
Region 3
more info >>
Maya Sullivan
Owner, Career Change Books
Region 10
more info >>
Johanna Vicente
Financial Representative/Agent, Principal Financial Group
Region 3
more info >>
Frank Wells
Financial Advisor, Merrill Lynch
Region 4
more info >>
H. David Whalen
Accociate Financial Advisor, Ameriprise Financial Service, Inc.
Region 7
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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The Wi$eUp web site is maintained by the Texas AgriLife Extension Service. The Texas AgriLife Extension Service Mission: Improving the lives of people, businesses, and communities across Texas and beyond through high-quality, relevant education. Educational programs of Extension are open to all people without regard to race, color, sex, disability, religion, age, or national origin. We strive to deliver web information in a format that can be used by all.
The Wi$eUp website was last updated on November 7, 2009.
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