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North Carolina Certified Divorce Financial Analysts™
Erik Babocsi, CFP®, CDFA™
EBC Financial Services
409 Hollyberry Lane, Holly Springs NC 27540
Phone: 919-210-3960
E-mail: erik@ebcfinancial.com

Suzanne G. Barham, CDFA™
Guardian Capital Advisors
3948 Browning Pl. Suite 200, Raleigh NC 27609
Phone: 919-782-7619
E-mail: suzanne@guardianca.com

Margo Bills, CDFA™, EA
Taxes and More
1813 Keokuk Ct, Apex NC 275235108
Phone: 919-303-8338
E-mail: taxesandmore@nc.rr.com

Anthony Scott Bryan, CDFA™, CFP®
E-mail: asbryan1970@gmail.com

Dianne Clinton, CDFA™, CPA
Dianne S. Clinton ~ CPA, P.A.
2900 Sylvania Drive, Raleigh NC 27607
Phone: 919-782-0776
E-mail: dsclinton@nc.rr.com

Valerie Elizabeth Ebert, CDFA™, JD, LL.M.
Merrill Lynch
Raleigh NC 27712
Phone: 919-829-2083
E-mail: valerie_ebert@ml.com

Sherry Gozur, CDFA™
Gozur Financial Consulting Corp.
8204 Gossomer Bay Dr., Charlotte NC 28270
Phone: 704-254-7777
E-mail: shegoz@aol.com

Mitchell Joseph Harris, CDFA™, CFP®, CLU
LPL Insurance Associates
3658 Border Creek Ct., Denver NC 28037
Phone: 704-530-1072
E-mail: mitch.harris@netzero.net

Annamarie Joseph, CDFA™, CFP®
Divorce Financial Planning
7810 Ballantyne Cmns Pkwy 300, Charlotte NC 28277
Phone: 704-319-2286
E-mail: amj1nc@aol.com

K. Stephen Jumper, CDFA™
Triad Divorce Coach LLC
6255 TownCenter Drive, PMB 602, Clemmons NC 27012
Phone: 336-971-2405
E-mail: sjumper@triad.rr.com

Michael G. Kothakota, CDFA™
WolfBridge Financial Corporation
1011 Pemberton Hill Road, Suite 203, Apex NC 27502
Phone: 919-267-6740
E-mail: michael.kothakota@wolfbridgefinancial.com

Jack McCaffery III, CDFA™, JD
Jack McCaffery
12321 Cardinal Point Road, Charlotte NC 28269
Phone: 704-992-2074
E-mail: jackmccaffery@yahoo.com

Deborah McDermott, CFP®, CDFA™
University of North Carolina at Chapel Hill
208 W Franklin Street, CB 6100, Chapel Hill NC 27599
Phone: 919-843-3321
E-mail: debmcd_99@yahoo.com

Debra McKenzie, CDFA™
Equitable Divorce Solutions
P.O. Box 174, 714-54 Northeast Drive, Davidson NC 28036
Phone: 704-892-5277
E-mail: DNFulk@aol.com

Karen Odom, CDFA™
Odom & Company, L.L.P., CPAs
712 N. Hamilton Street, High Point NC 27262
Phone: 336-889-3422
E-mail: karenodom@aol.com

Richard Pasquantonio, CPA
Barker Jones & Co.
1015 Ashes Drive, Suite 202, Wilmington NC 28405
Phone: 910-509-0803
E-mail: rpasquantonio@barkerjonescpa.com

Gwynne Stuart Richards Pfeifer, CDFA™, CFP®
Morgan Stanley
Smith Barney, 6101 Carnegie Blvd, Charlotte NC 28209
Phone: 704-571-3243
E-mail: stuart.pfeifer@mssb.com

Christy Sackett, CFP®, CDFA™
Carolinas Investment Consulting LLC
5605 Carnegie Blvd, Suite 400, Charlotte NC 28209
Phone: 704-643-2462
E-mail: csackett@carolinasinvest.com

Jessica Sanderson, CDFA™, CPA
204 Bethabara Lane, Cary NC 27513
Phone: 919-460-1663
E-mail: jessica.sanderson73@gmail.com

Scott Serfass, CFP®, CDFA™
Ameriprise
13830 Ballantyne Corporate Pl., Ste 200, Charlotte NC 28277
Phone: 704-916-6897
E-mail: scott.d.serfass@ampf.com

Diana Shepherd, CDFA™, BA
Institute for Divorce Financial Analysts
2222 Sedwick Drive, Durham NC 27713
Phone: 800-875-1760
E-mail: diana.shepherd@institutedfa.com

Steven Sivak, CDFA™
Morgan Stanley
6805 Morrison Blvd, Suite 400, Charlotte NC 28211
Phone: 704-442-3465
E-mail: steven.sivak@morganstanley.com

Pamela Stearns, MBA, , CDFA™, CPA
Stearns Financial Services Group
324 West Wendover Ave., Greensboro NC 27408
Phone: 336-230-1811
E-mail: pstearns@sfsg.net

Kristen Steffen, CDFA™, CPA
Kristen Steffen, CPA, CDFA
1011 Pemberton Hill Road, Suite 203, Apex NC 27502
Phone: 919-201-9440
E-mail: kristen.steffen@wolfbridgefinancial.com

Robert Thomas Watral, CDFA™, CFP®
Morgan Stanley Smith Barney
3600 Glenwood Avenue, Suite 130, Raleigh NC 27612
Phone: 919-227-3186
E-mail: robert.t.watral@ampf.com

Sarah-Katherine Wells, CDFA™
6814 Constitution Lane, Charlotte NC 28210
Phone: 704-641-0257
E-mail: sarahkatherine.wells@gmail.com

David Wilkins, CFP®, CDFA™
Wells Fargo
401 S Front Street, New Bern NC 28560
Phone: 252-638-7604
E-mail: david.wilkins@wellsfargo.com

Deborah Williams, CDFA™
Divorce Analysts & Associates
POB 550863, Gastonia NC 28054
Phone: 800-521-4514
E-mail: dwilliams047@carolina.rr.com

Diane Willis, CDFA™, CFP®
Wilshire Financial
13850 Ballantyne Corp. Pl, Suite500, Charlotte NC 28277
Phone: 704-553-0690
E-mail: dwillis@wilfin.com

Sandra L Wright, CDFA™
Sandy Wright & Associates
2301 Stonehenge Drive, Suite 7, Raleigh NC 27615
Phone: 919-673-3005
E-mail: sandralwright@yahoo.com

Sherry Wyble, CDFA™, CFP®
Scott Private Wealth Group
628 Green Valley Rd., Suite 306, Greensboro NC 27408
Phone: 336-510-0078
E-mail: swyble@scottins.com

Ann Benjamin Zuraw, CDFA™, CFP®, CFA, MBA
LPL Financial
3625 North Elm Street, Suite 110C, Greensboro NC 27455
Phone: 336-510-1329
E-mail: azuraw@compassfp.com


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