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Divorce Directory
Financial Counselors
Copies of your credit reports can be obtained
by calling the following Credit Reporting Agencies: Experian 888 397-3742,
Equifax 800 997-2493, Trans Union 800 888-4213.
* Faculty at Visions Anew presentations
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* Nancy S. Anglyn, CFP, CDFA
Ronald Blue $ Co., LLC - EveryDay Steward division
2100 RiverEdge Pkwy, Suite 1150
Atlanta, Ga. 30328
County: Fulton
Telephone: (770) 308-2747
Fax: (770) 456-5095
Nancy.anglyn@ronblue.com
www.everydaysteward.com
Speciality: Nancy offers hourly counsel financial planning and fee- only investment management services. She is a Certified Financial Planner and Certified Divorce Financial Analyst.
- Jaime A. Benedetti, CFP
6 Concourse Parkway, Suite 1975
Atlanta, GA 30328
County: Fulton
Telephone: 770-352-9650 ext. 415
Fax: 770-352-9298
jaime.a.benedetti@ampf.com
Specialty: Making sound financial decisions during and after divorce can be overwhelming. I will work with you to create a comprehensive plan that simplifies your overall financial picture and empowers you to reach your long term goals. Focus is on leveraging unique tax opportunities available to divorced and divorcing women.
- * Matthew J. Bernstein, CFP, CDFA
6065 Roswell Road, Suite 214
Atlanta, GA 30328
County: Fulton, Cobb, DeKalb
Phone: (404) 459-6789
Fax: (404) 236-8993
m.bernstein@earthlink.net
Specialty: Financial counseling on all matters pertaining to divorce and other financial needs. Along with the designation of Certified Divorce Financial Analyst, I hold the designations Certified Financial Planner and Certified Investment Management Consultant.
- Robert D. Bordett, CFP, CDFA
400 Colony Square, Suite 525
Atlanta, Ga. 30361
County: Statewide
Tel. 404-892-1995
Fax: 404-892-1970
Bob@u2Agree.com
www.u2Agree.com
Speciality: Bob works only in Collaborative Divorce and mediation. Working in a team-based, solution oriented approach, designed to guide divorcing couples to settlements that are fair, equitable and in the best interest of their families.
- *Suzanne Durbin, CDFA, ChFC
The Divorce Resource
Group at GV Financial Advisors
1100 Abernathy Rd, Suite 500
Atlanta, GA 30328
Telephone is 770 295-5611
Fax: 770-295-5612
suzanne.durbin@gvfinancial.com
www.gvfinancial.com
Speciality: We help you navigate the financial complexities and tough
decisions of divorce, including; assessing income needs, preparing financial affidavits; proposing settlement options; advising on dividing assets like pensions, options and businesses; securing life, disability and long-term care insurance; managing investments.
- * Laurie Dyke, CPA, CFE
1842
Bishops Green Drive
Marietta, GA 30062
County: Metro Counties
Phone: (770) 565-3098
Fax: (770) 565-0039
Laurie@iag-law.com
www.iag-law.com
Specialty: Personal and business income and asset verification, financial affidavits, budgeting, analysis of separate and marital property, asset tracking, settlement analysis, discovery requests, trial exhibits and testimony. "Dedicated to finding the truth behind the numbers."
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* Rita Evans
Merrill Lynch
333 North Point Center East
Suite 400
Alpharetta, GA 30022
County: Cobb
Telephone: 678 746-5762 or 1 866 770-3122 Toll Free
Fax:678-384-4377
rita_evans@ml.com
www.fa.ml.com/Rita_Evans
Specialty: As a divorced and now remarried financial advisor, I learned first hand the pitfalls of divorce financial planning. A strategic wealth manager at Merrill Lynch, my personal experience and additional certifications give my clients multiple strategies in a difficult transition period.
- Linda Freeman-Deveney, CPA
Freeman Accounting Services,Inc
2886 Brookcliff lane
Marietta, GA 30062
Telephone: 770-380-6045
Speciality: Specializing in small business accounting system setup via Quickbooks or Quicken, financial reporting, budgeting, bank reconciliations and other accounting needs. Also assist individuals to organize their personal financial records.
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Debbie Gibbon, CPA
Bennett Thrasher PC
1 Overton Park
3625 Cumberland Blvd. Suite 100
Atlanta, Ga. 30339
County: Cobb
Telephone: (770) 396-2200
fax: (770) 390-0394
dgibbon@btcpa.net
www.bennett-thrasher.com
Specialty: Debbie will assist you in making informed financial decisions as you navigate through the divorce process. She specializes in helping clients with cash flow, planning, asset tracking, business valuations, analyzing settlement options, budgeting, and tax planning.
- * Mako Goss
Vice President, Financial Advisor
American Wealth Management, Inc.
3495 Piedmont Road, Building 12, Suite 100
Atlanta, Ga. 30305
County: Metro Area
Phone: (404) 495-7340
Fax: (404) 816-1553
Specialty: A Certified Divorce Financial Analyst trained in Collaborative Law, I assist my clients in protecting their assets while working towards their financial goals.
- Joie Hain
Wells Fargo Mortgage
3500 Lenox Road, Suite 840
Atlanta, GA 30326
Telephone: 770-855-7042
Fax: 404 529-4704
joie.hain@wellsfargo.com
www.wfhm.com/joie-hain
Specialty: As a "single again" woman, I understand many of the concerns women face as they start their new lives. My goal is to help "single again" women stabilize their home so they can build the rest of the lives.
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Jennifer S. Heal
2500 Old Alabama Rd. Suite #22
Roswell, GA 30076
Office: (770) 998-1572
Cell: 770 880-5644
Jennifer.heal@edwardjones.com
Specialty: Demystifying personal finance: Let's discuss your goals, time horizon, and feelings about risk. I will recommend a plan tailored to your needs. Take charge of your financial life today with the help of an approachable professional.
- * Ranae Heaven
Heaven and Associates, P.C.
40 Technology Parkway So, Suite 250
Norcross, GA 30092
County: Gwinnett
Phone: (770) 849-0078
Fax: (770) 849-0759
rhhcpa@mindspring.com
www.heavencpa.com
Specialty: Supporting the Emerging Individual. Tax consulting and preparation and prosperity accounting service.
- Junko Horvath
MV Financial Group, Inc.
5555 Glenridge Connector, NE
Suite 200
Atlanta, GA 30342
County: Fulton
Telephone: (404) 459-2592
Fax: (404) 459-2591
jhorvath@mvfgroup.com
www.mvfgroup.com
Specialty: Junko is an independent fee-only registered investment advisor dedicated to the provision of conflict-free advice, investment recommendations and portfolio service solely in the interest of her clients’ financial well being. Junko specializes in managing a minimum of $1MM investable accounts for divorced women, widows, and other individuals.
- Zeliff Wallace Jackson
Investment Counseling
1180 West Peachtree Street, NW
Suite 1000
Atlanta, Ga. 30309-3479
County: Fulton
Telephone:404-873-2211
Fax: 404-873-6424
cjackson@zwjic.com
www.zwjic.com
Specialty: ZWJ, a local, traditional money manager offers customized investment counseling to individuals with $1 million or more of investable assets. Privately owned by our portfolio managers, we develop strong relationships with our clients. Each portfolio is individually managed, addressing objectives for safety and income, while providing for growth.
- John A. Rodzik, CFP
Senior Financial Advisor
jrodzik@wachoviafinet.com
Claude T. Salmon, III
Senior Financial Advisor
Csalmon@wachoviafinet.com
Rodzik & Salmon
400 Galleria Parkway, STE 1500
Atlanta, GA 30339
County: Cobb
Tel 678-385-6970
Toll 866-758-2980
Fax 678-385-6974
Specialty: Our practice has the in-depth knowledge, resources and experience to provide wealth management services to women who are in the process of divorcing or are divorcees. We are personally committed to help inform and guide our clients to achieve their goals.
- *Emily C.
Sanders, CPA
President & CEO
Sanders Financial Management, Inc.
5550 Triangle Parkway, Suite #300
Norcross, GA 30092
County: Gwinnett, DeKalb, Fulton
Telephone: 770-448-5111
Fax: 770-448-5133
esanders@sandersfmi.com
www.sandersfmi.com
Specialty: Founded in 1994, the firm is a certified member of the National Women Business Owners Corporation. Clients are predominately emerging affluent women: divorcees, widows, professionals. Services include customized portfolio management and comprehensive financial planning, provided on an independent, fee-only basis.
- Tracee J. Sapp, Financial Advisor
Principal Financial Group
2000 Riveredge Parkway / Suite 1010
Atlanta, GA 30328
Tel/Fax: 404-978-2277
tjoyner@joynerfinancial.com
Specialty: A financial planner that puts her client's interests first. I help establish clear and definite financial goals, putting them on the right path to grow their money while protecting everything they've worked so hard for. I specialize in investment management, financial and insurance planning.
- Laura K. Schilling, Esq., CPA, CSA
Financial Innovations, LLC
5555 Glenridge Connector
Suite 200
Atlanta, Georgia 30342
Telephone: 404-459-2828
Fax: 404-459-2829
Laura@financialinnovations.biz
Specialty: Laura owns Financial Innovations, LLC, which focuses on individuals and their financial plans. Laura is an Attorney, CPA, CFP® and a Certified Senior Advisor. Her staff consists of mothers who work flexible hours so that they may care for their children.
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* Carol Lynn Upshaw
County: Fulton
875 Old Roswell Road, Bldg F.100
Roswell, GA 30076
Telephone: 404-392-6578
Fax: 678-348-7393
carol@ulpllc.com
Specialty: Upshaw Lending provides a "future plan" for women who are going through the emotionally wrenching experience of divorce. We will provide professional, creative advice concerning credit issues as well as financial issues (i.e. debt consolidation, refinance, purchase).
- Chad Zimmerman
F&D Advisors
600 Peachtree St., Suite 1910
Atlanta, GA, 30308
County: Fulton
Telephone: 404-253-7660
Fax: 404-253-7661
chad.zimmerman@fdadvisors.com
www.fdadvisors.com
Specialty: F&D Advisors offers practical and comprehensive wealth planning to help you maintain financial stability and security through investment management, estate planning, taxation, insurance, debt management and advisory services. We work with clients having
$2 million or more of investable assets.
Phone: 770-953-2882
Contact Visions Anew Institute