Blog
Financial Literacy Month Spotlight: Stephen Newland, AFC®, AFCPE® Member
My Work: Provide financial education to clients & motivate them to be intentional about money. My Roots: Born & raised in Cincinnati, Ohio but now live in Atlanta, Georgia My Passion: I love YouTube…both watching & uploading. Also, I really enjoy playing FIFA (soccer) online My Hero: My grandpa. He always led by...
April 18, 2018
Read More >Financial Literacy Month Spotlight: Amanda Christensen, AFC® candidate, AFCPE® Member
My Work: Enable individuals and families to make sound money decisions My Roots: Idahome! My Passion: Family My Hero: The founding fathers My Favorite Quote: “Never let a problem to be solved become more important than a person to be loved.” President Thomas S. Monson My Favorite Personal Finance Resource: Money Habitudes cards My Advice To...
April 17, 2018
Read More >Financial Literacy Month Spotlight: Get to Know Some of Your AFCPE® Board Members
Meredith M. Lozar, AFC®, AFCPE® Member Director of Community Solutions, Blue Star Families My Work: Non-Profit Military affairs, informing policy, supporting military families My Roots: My professional roots are in Non-Profit Management and leadership My Passion: Supporting military families in their quest for financial fitness and readiness so that we maintain the strong all-volunteer military force that...
April 16, 2018
Read More >Financial Literacy Month Spotlight: Dr. Lorna Saboe-Wounded Head, AFC®, AFCPE® Member
My Work: Working with consumers across the state of South Dakota to manage their resources by providing programs that develop knowledge and skills. My Roots: I have lived and working in South Dakota most of my life. My Passion: My family, my health and challenging myself to try new things My Favorite Quote: “You...
April 15, 2018
Read More >Financial Literacy Month Spotlight: Dr. Barbara O’Neill, CFP®, AFC®, AFCPE® Member
My Work: I improve people's financial capability with research-based knowledge. Personal finance educator, researcher, and author of 5 books and 160+ journal articles. Skilled in social media, public speaking, and content creation/review. My Roots: Lived in New Jersey for 40 years (1978-2018); planning to move to Florida in 2020. My Passion: Gaining new...
April 14, 2018
Read More >Financial Literacy Month Spotlight: Justin Chidester, CFP®, AFC®, AFCPE® Member
My Work: Virtual Fee-Only Financial Planner My Roots: Half Rocky Mountain suburbian, half Okinawan islander My Passion: I provide financial planning to people who are like me: those who want to raise a family without sacrificing their bucket list items. I empower my clients to align their money with their personal values, invest...
April 13, 2018
Read More >Financial Literacy Month Spotlight: Elizabeth Scharf, AFC®, AFCPE® Member
My Work: Financial counseling, financial coaching, teaching, reporting, program management for low-moderate income program participants My Roots: Born and raised in Vermont, daughter of teachers, granddaughter of immigrant steel workers My Passion: I work to help low income folks better their financial futures and end the cycle of poverty My Hero: President Barack Obama...
April 12, 2018
Read More >Financial Literacy Month Spotlight: Ashley Bales, AFC® candidate, AFCPE® Member
My Work: Educate youth and adults about money management using research-based personal finance tools to prepare them for life after school and life after work. My Roots: Rural Missouri, born and raised! My Passion(s): Family, finance and adventuring in the outdoors My Hero: Geraldine Weiss, “The Grand Dame of Dividends” My Favorite Quote: “The most...
April 11, 2018
Read More >Financial Literacy Month Spotlight: Roslyn Lash, AFC®
My Work: Virtual Financial Coaching My Roots: I started out as a Real Estate Broker over 20 years ago My Passion: Educating and empowering young adults and helping them navigate through their finances My Hero/Mentor: Tiffany Aliche a.k.a. The Budgetnista My Favorite Quote: Don't judge each day by the harvest that you reap, but by...
April 10, 2018
Read More >Financial Literacy Month Spotlight: Jim Blair, AFCPE® Member
My Work: Consumer Behavior Researcher My Roots: Hermitage, Pennsylvania My Passion: Educating students to be our future business leaders, researching interesting topics by applying theory to practice, and making a positive impact on my community. My Hero: My sister, Heather Blair. Family is very important to me. I appreciate all of the support Heather...
April 09, 2018
Read More >Financial Literacy Month Spotlight: Patty McLean, AFCC®
My Work: Inspiring folks to take the Accredited Financial Counsellor Canada Course My Roots: I have been in the Credit Counselling world for over 13 years. Working with clients in financial crisis and those that just wanted some simple tips to manage their funds better. My new gig in the above position is...
April 08, 2018
Read More >Financial Literacy Month Spotlight: Sheila Strange, AFCPE® Member
My Work: Credit Bureau Counseling, Establishing Credit & Financial Education My Roots: In Louisiana where I’ve spent over 20 years working for Consumer Credit Counseling/Money Management International. My Passion: Helping my clients reach their goals, become homeowners, obtain their first credit card…I love my job! My Hero: My husband My Favorite Quote: “I follow three...
April 07, 2018
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