Find a Financial Expert


Joseph A. Davis, EA, BFA™, CDFA®

Location: Salt Lake City, UT

With over 17 years in the financial services industry, Joe knows his stuff. A serial entrepreneu...


Amy Adler CPA, CFE, CDFA

Location: Austin, TX

Amy Adler is a CPA, Certified Fraud Examiner, Certified Divorce Financial Analyst, and 2x divorcee. ...


Steve Schleupner

Location: Stowe, VT

Steve's coaching approach builds on three Stoic philosophical principles - perceive things properly,...