Financial Planning for Generation X & Y Women
Financial Q&As
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Wi$eUp ExpertsFinancial experts respond to questions from Gen X'ers registered for the Women's Bureau demonstration project. Representing a broad cross-section of financial expertise from across the United States, these professionals have volunteered their time and knowledge to support the Wi$eUp project. On this page you'll find information about our Wi$eUp experts. You may also want to check out the Expert Q&A Archive where you will see experts' responses to specific questions.Notice to our Experts: To update your biography and contact information, please send an email to: wiseupwomen@wiseupwomen.org
Dorothea Bernique
Financial Literacy Educator , Increasing H.O.P.E. Financial Training Center Region 4 more info >>
Virginia Clay CFA
Financial Advisor/Financial Planning Association (FPA), Smith Barney Region 4 more info >>
Katherine Cook
Student Computer Technician - Wi$eUp, Texas AgriLife Extension Service Region 6 more info >>
Gail Cunningham
Consumer Credit Csl, Consumer Credit Counseling Service-Dallas Region 6 more info >>
Gerri Detweiler
Consumer Advocate, Author and Consultant, Ultimate Credit Solutions Inc. Region 4 more info >>
Jeannine Falter
Aviation Executive, Business Consultant, Executive Coach, Jeannine Falter & Associates Region 7 more info >>
Rana R. Fields, CRPC
Senior Financial Advisor, Ameriprise Financial Services, Inc. Region 7 more info >>
Elizabeth Goldsmith
Professor, Department of Textiles and Consumer Sciences, College of Human Sciences, Florida State University Region 4 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 more info >>
Carol Hallstrom
Receptionist and Administrative Assistant, Arapahoe Library District Region 8 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 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 >>
Joanne Seymour Kuster
Entrepreneur, Financial educator, Author, Kuster Ltd. and Money Smart Week Region 7 more info >>
Rachel Lane, CFP
Certified Financial Planner, Financial Network Investment Corp. Region 8 more info >>
Sharon Lockhart, CFP®, CDFA
Certified Financial Planner, CDFA, Raymond James Financial Services Region 7 more info >>
Gail V. Marquet
Bussiness Development Director, South Caroline Fed. Credit Union Region 4 more info >>
Janet L. McCoy
Financial Planner/Investment Advisor, Seal Financial Services, Inc. Region 8 more info >>
Kim Nourie, CFP, CPA
Sr. Vice President, Cross Financial Services Corp., a Registered Investment Advisor Region 6 more info >>
Christine Parker, CFP®
Financial Planner and Business Owner, Parker Financial, LLC Region 3 more info >>
Amy Perry
Regional Director - Education, Development, and Community Relations, Money Management International Region 1 more info >>
Jena V. Roscoe
Senior Vice President, Chief of Government Relations, Public Policy, Operation Hope, Inc. Region 3 more info >>
Kathleen M Roth, CFP™
Financial Advisor, Financial Planner, Waterstone Partners Region 2 more info >>
Pamela J. Sams, CRPC, MBA
Senior Financial Planning Consultant, Financial Planning Services Region 3 more info >>
Gregory P. Seal
Certified Financial Planner Practitioner, Seal Financial Services, Inc. Region 8 more info >>
Darla Serrano
Financial Officer/Advisor, personalfinancemastery.com; S3 Enterprises LLC Region 9 more info >>
Kenneth Shapiro, CPA/PFS, CFP
President, Shapiro Financial Security Group Inc. Region 2 more info >>
H. David Whalen
Associate Financial Advisor, Ameriprise Financial Services, Inc. Region 7 more info >> | ||
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