Financial Coaching Initiative

The financial coaches, funded by the CFPB and employed through our contractor, AFSC-Magellan, provide services at critical points in consumers’ lives as they move along the path to financial stability. 

We place coaches at locations where people are already receiving other services. These financial coaches help people identify and take steps to achieve their own self-identified goals.

Our Financial Coaching Initiative provides services to two specific populations:

For consumers making a big change in their life—like starting a new job, beginning to save for a life goal, or a veteran leaving active duty status—in-person, individualized money management guidance can make all the difference in helping them make sound financial decisions and gain financial stability.

A financial coach may be able to help the people you serve

We’ve placed financial coaches in American Job Centers and community-centered organizations across the country. These professionals provide free, one-on-one help to consumers to craft personalized plans to address individual financial goals.

The coaches employed by the program have experience working with the populations they serve. They are trained in financial coaching techniques, certified or in the process of obtaining their certification, and accredited by the Association for Financial Counseling and Planning Education.

Financial coaching delivery sites

The certified professional financial coaches can help your clients build a personalized plan for financial success. We select diverse partner organizations across the country to host these coaches. Find one near you:

Sierra Vista

Arizona@Work

Cliff Hoppman
Veteran-focused

Phone

(520) 458-9309 Ext. 3607

Little Rock

Goodwill Industries of Arkansas

Deran Tolbert

Phone

(501) 287-0947

Compton

South LA (SOLA) AJCC

Dominique Reese
Veteran-focused

Phone

(310) 762-1219


Concord

Workforce Development Board of Contra Costa County

Elizabeth Fulgaro
Veteran-focused

Phone

(530) 957-1322


Los Angeles

Pacific Asian Consortium in Employment (PACE)

Veronica Lopez

Phone

(213) 989-3160


José Ortiz
Veteran-focused

Phone

(626) 346-4735


Oxnard

County of Ventura Human Services Agency

Lucia Trujillo
Veteran-focused

Phone

(805) 289-8124


San Bernardino

San Bernardino County Workforce Investment Board

Valencia Brown
Veteran-focused

Phone

(909) 948-6623


San Diego

California Veteran's Legal Task Force

Jerry Zeigler
Veteran-focused

Phone

(619) 207-9805


Santa Maria

Workforce Resource Center of Santa Barbara County

Kay Wade
Veteran-focused

Phone

(805) 614-6781

Colorado Springs

Pikes Peak Workforce Center

Liz Foster
Veteran-focused

Phone

(303) 501-0807

Legal Aid Society of the District of Columbia

Jason Simpson

Phone

(202) 386-6687

Jacksonville

Mark Howell
Veteran-focused

Phone

(904) 625-4099


Miami

The Advocate Program

Schane Coker
Veteran-focused

Phone

(786) 779-4486


Sanford

Career Source Central Florida

Pat Bennett
Veteran-focused

Phone

(407) 531-1231 Ext. 7363


Tampa

Career Source Tampa Bay

John Smith
Veteran-focused

Phone

(813) 930-7413


West Palm Beach

The Lord's Place

Edna Forero

Phone

(561) 494-0125 Ext. 1145

Marietta

WorkSource Cobb

Deneen Edwards

Phone

(770) 528-8093

Chicago

Central States SER, Jobs for Progress

Pam Draper-Gilbert

Phone

(708) 222-3100 Ext. 1313

Fort Wayne

WorkOne - Allen County

Mike LeClear
Veteran-focused

Phone

(260) 446-3934

Louisville/Fort Knox

Louisville Metro Neighborhood Places

Rosie Wright

Phone

(502) 612-0819

New Orleans

CresentCare

Doug Harris

Phone

(225) 937-6021

Ellsworth

Eastern Maine Development Corporation - Washington Hancock Community Agency

Joe Connors

Phone

(207) 907-0152

Baltimore

CASH Campaign of Maryland

Nikki Pruett

Phone

(443) 632-4005

Clinton Township

Macomb/St. Clair Michigan Works (Workforce Development Board)

Gabe Barthlow
Veteran-focused

Phone

(586) 783-1398

Minneapolis

Volunteer Lawyers Network

Don Fulton

Phone

(612) 752-6654

Gulfport

Gulfport WIN Job Center (Harrison County)

Elaine Harrison
Veteran-focused

Phone

(985) 259-5935


Jackson

Mississippi Center for Justice

Shannon Griffin

Phone

(601) 709-2141

St. Louis

Prosperity Connection

Meghan Gardner

Phone

(314) 296-2386

Omaha

Heartland Workforce Solutions AJC

Jack Hogston
Veteran-focused

Phone

(402) 934-2877

Las Vegas

Caitlyn Kano
Veteran-focused

Phone

(702) 274-5341

Concord

New Hampshire Employment Security

Chris Martin
Veteran-focused

Phone

(603) 228-4053


West Lebanon

Granite United Way

Megan Sather

Phone

(603) 443-1184

Camden

Catholic Charities Diocese of Camden

Elishia Townsend

Phone

(856) 342-4067

Brooklyn

Workforce 1 Career Center

Rhonda Sherwin
Veteran-focused

Phone

(718) 613-3736


Patchogue

Patchogue Career Center

Paula Mucci
Veteran-focused

Phone

(631) 687-4879


Watertown

The Workplace

Steve Schanely
Veteran-focused

Phone

(315) 786-3669

Canton

OhioMeansJobs - Stark and Tuscarawas Counties

Lori Mann
Veteran-focused

Phone

(330) 491-2640


Cleveland

Cleveland-Cuyahoga County WIB

Gwen Riase
Veteran-focused

Phone

(216) 777-8197


Columbus

OhioMeansJobs Columbus Franklin County

Laura Orbash
Veteran-focused

Phone

(614) 525-2500

Tahlequah

Goodwill Industries of Tulsa

Catherine Pate

Phone

(918) 772-7449

Portland

Metropolitan Family Service

Alex Shokrian

Phone

(503) 232-0007 Ext. 150

Holmes

Pathways PA

Terry Johnson

Phone

(302) 383-6752

Providence

Providence netWORKri

Marco Capaldi
Veteran-focused

Phone

(401) 480-7458

Greenville

South Carolina Works Greenville

Joy Hemphill
Veteran-focused

Phone

(864) 467-8843

Memphis

Memphis Area Legal Services

Alfreda Salters

Phone

(901) 255-3422


Nashville

United Way Financial Independence Center

Sarah Ayler
Veteran-focused

Phone

(931) 401-0031

Houston

Covenant Community Capital

Faithy Wren

Phone

(832) 879-2209


San Angelo

Concho Valley Workforce Development Board

Lisette Alverio-Perez
Veteran-focused

Phone

(325) 653-2321 Ext. 1287


San Antonio

St. Philips College - Good Samaritan Veteran Transition

David Sherman
Veteran-focused

Phone

(210) 486-2574

West Lebanon

Granite United Way

Megan Sather

Phone

(603) 443-1184

Arlington

Arlington Employment Center

Latrice Robinson

Phone

(850) 346-9128


Norfolk

Tidewater Community College

Stacy Livingstone-Hoyte
Veteran-focused

Phone

(757) 663-8048

Kirkland

Hopelink

Donna O'Connor

Phone

(425) 499-2462


Lakewood

Transition Center of Excellence, USO

Chris Lilley 
Veteran-focused

Phone

(253) 341-8134


Seattle

North Seattle WorkSource, OCEE

Charles Woods
Veteran-focused

Phone

(206) 934-6142

Charleston

WorkForce West Virginia Center

Rick Jarvis
Veteran-focused

Phone

(304) 539-5733

La Crosse

La Crosse County University of Wisconsin Extension

Susan Taylor

Phone

(608) 785-6417