Annamarie Joseph No bio provided. |
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Michael Kothakota Michael is the CEO of WolfBridge Financial, the parent company of WolfBridge Divorce Solutions. Michael served in Operation Iraqi Freedom as a soldier in B Co, 1/120th Infantry out of North Carolina. He has written extensively on the financial issues of divorce and has testified as an expert witness in Family Court in North Carolina. Michael has been featured on radio and other media as an expert discussing issues dealing with divorcing couples. In addition to his traditional financial education, he hold a Certified Divorce Financial Analyst (CDFA) designation, the AFC (Accredited Financial Counselor), is a CFA candidate, and is a member of the AFCPE. |
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Hunter Marshall Hunter is a CERTIFIED FINANCIAL PLANNER™ and has been a financial advisor for over five years, serving in the areas of investment management, financial planning, and overall relationship management. He highly values the relationship building process with his clients, getting to know them and coming to understand their personal goals and family needs. In the Collaborative Divorce process, Hunter strives to build a strong relationship with each person, to understand the needs, interests, and desires of each spouse so he can help them come to a financial agreement they can both be comfortable with. A leader in non-adversarial divorce resolution in the Triangle, Hunter serves as the Director of Group Development for NCACDP. He’s built a multi-faceted understanding of financial services and client solutions through experience working for an insurance company, a large regional bank, a comprehensive financial and tax planning firm, and two of the largest global wealth managers. He graduated with a Bachelors of Science in Mechanical Engineering from the University of Colorado, and prior to becoming a financial advisor he served for a number of years as a minister for a large Christian church helping families and individuals deal with a wide array of life circumstances. You can find additional information on Hunter’s services at: http://fa.ml.com/hunter.marshall |
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Philip Rusnak Philip P. Rusnak, Registered Investment Advisor and Certified Divorce Financial Analyst, started Divorce Settlement Solutions after three decades as a financial planner. He saw a real need for couples contemplating divorce to have a sound financial picture of their lives post marriage. Philip brings a unique blend of skills and talents to this role. After leading Prudential as a top producing representative and manager for 20 plus years, he started his own financial firm, Cornerstone Financial Group. He has helped hundreds of people navigate the treacherous financial waters of life. Divorce has a huge financial impact on people and with Philip's combination of financial acumen, and his ability to build trust and rapport with people, he guides couples to successful settlements. He was selected by his peers to serve as State Treasurer of the South Carolina Collaborative Law Institute and is a founding member of the Columbia Collaborative Law Center. He is trained and holds a certification from both the International Academy of Collaborative Professionals and the Institute of Divorce Financial Analysts. He is a committee member of the North Carolina Association of Collaborative Divorce Professionals and a founding member of the South Carolina Collaborative Law Institute Columbia. Currently Philip has practices in both North and South Carolina. Philip lives in the Chapel Hill area with his wife and children. |
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Pam Stearns, CPA, MBA, CFDA I am a partner at Stearns Financial and oversee the “Women in Transition” business unit. With over 25 years in business, we seek to help guild women through a very difficult time in their life and to enable you to better understand and evaluate your financial choices. With effective collaboration, we believe the end result can be one of confidence and of moving forward, while letting go of disappointment and blame. Finances can be overwhelming and we help to simplify the process to help you make good decisions. Stearns Financial Services Group 324 W. Wendover Avenue |
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Kristen Steffen Kristen is both a CPA and a CDFA with over 15 years of experience in all areas of accounting, including |
| Diane Willis Diane M. Willis, CFP, CDFA, founded Wilshire Financial in January of 2005 after 20+ years of financial services experience. She earned the Certified Financial Planner (CFP) designation in 1987 and the Certified Divorce Financial Analyst (CDFA) designation in 2003. Before opening her own business, Diane developed, managed and was the sole financial advisor in two successful branch offices of Mercer Global Advisors, headquartered in Santa Barbara. Her experience includes trust services, probate administration, comprehensive financial planning, wealth management, and divorce analysis and projections. She has been a speaker at medical and dental conventions, study groups, dinner meetings and auxiliaries. Diane has taught courses on ethics and the financial aspects of divorce to the Financial Planning Association and for the National Business Institute. She was quoted in the national publication Journal of Financial Planning and The Charlotte Observer. She is a board member of the Mecklenburg County Collaborative Family Law Group, a member of the Institute of Certified Divorce Financial Analysts, and the North Carolina Association of Professional Family Mediators. She is also 2011 President of the Financial Planning Association of Charlotte. |
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Sherry Wyble, CFP, CDFA Sherry Wyble is an owner of Scott Private Wealth Group, a wealth management firm providing financial life planning for the affluent in transition. She is a career independent advisor and has over 15 years experience in the financial services industry. Sherry has obtained the designation of CFP®, Certified Financial Planner, from the College for Financial Planning – one of the financial service industry’s most prestigious and demanding certifications. Sherry is also a graduate of the University of North Carolina at Greensboro, where she earned a Bachelor of Science in Finance. As a Certified Divorce Financial Analyst (CDFA™), Sherry’s primary emphasis is on Divorce Financial Planning. She works with family law attorneys and divorcing individuals throughout the Southeast to provide financial planning advice and recommendations for equitable distribution settlements. Her comprehensive services include evaluation of assets and financial documentation, examination of income tax issues applicable to the divorce settlement, working with the attorney to create a fair and equitable settlement offer, provide analysis and recommendations for divorce mediation, assist with the preparation of trial exhibits, provide expert analysis, and provide the client with financial recommendations for long-term financial planning. Sherry’s experience includes national high profile support and equitable distribution cases. Sherry is also a frequent speaker at local and national legal and financial conferences. |
