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Divorce
Directory
Financial Advisors / Financial Planners
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.
This designates that a professional has been favorably referred by at
least two Visions Anew women.
* Faculty at Visions Anew presentations
- * David Harrison Miller, CFP®
 Title:
Managing Partner
Miller Wealth Financial, LLC
1200 Abernathy Road, 17th Floor
Atlanta, GA 30328
Counties Served: Georgia – state wide; Continental United States
Telephone: 770-551-8156
Fax: 678-909-0433
david@millerwealthfinancial.com
www.millerwealthfinancial.com
Specialty: Miller Wealth specializes in divorce planning
for women only. We work with your attorney free of charge during the
divorce process and you personally post divorce. Includes Wealth Management,
Taxes, Retirement, and Estate Planning.
- * Laurie Dyke, CPA, CFE, Past Board
Member
 Investigative
Accounting Group, LLC
1000 Johnson Ferry Rd., Suite D-100
Marietta, GA 30068
County: Metro Counties
Phone: (770) 565-3098
Fax: (770) 565-0039
Laurie@iag-law.com
www.iag-law.com
Specialty: Funds and asset tracing to find hidden assets, calculate
separate and marital interest in assets, analyze personal and business
income, child support calculations, settlement analysis and consulting,
document organization/budgeting/preparation of financial affidavits
. "Dedicated to finding the truth behind the numbers."
- * John A. Rodzik,
CFP
Senior Financial Advisor
jrodzik@wachoviafinet.com
Rodzik & Associates
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.
- * Linda J. Schaeffer, CPA, CVA,
CFE, Board Member
 Frazier
& Deeter, LLC
600 Peachtree Street NE
Suite 1900
Atlanta, GA 30308
Telephone: 404-253-7584
Fax: 404-253-7585
Linda.schaeffer@frazierdeeter.com
Specialty: Prepare marital balance sheet, trace separate
& marital assets, income analysis, prepare detailed financial
affidavit, participate in settlement discussions to achieve best results
with consideration to tax planning opportunities.
- Kris C. Dwyer, CDFA
 LongView
Wealth Management
Atlanta, GA 30342
Telephone: 404-843-3100
Fax: 404-250-9850
kdwyer@longviewatlanta.com
www.longviewwealthmanagement.com
Specialty: We help answer the question "Will
I be OK after the divorce?" Our goal is to walk in the chaos
with you and hlp you and your attorney create the best possible divorce.
We step in to collect and organize data, illustrate the real-life
impact of your financial deal, and prepare analysis for negotiation,
mediation, or court-proceedings.
- *Suzanne Durbin, CDFA, ChFC,
Board Member
GV Financial Advisors
1100 Abernathy Rd, Suite 500
Atlanta, GA 30328
Counties Served: Georgia – state wide
Telephone: 770-295-5611
Fax: 770-295-5612
suzanne.durbin@gvfinancial.com
www.suzannedurbin.com
Specialty: My specialty is helping the high-net-worth
divorcee manage her settlement. Mastering your financial affairs is
the most effective step you can take to reorient your feelings and
reorganize your life, then move ahead with confidence. Let me show
you how.
- Chad Zimmerman
SignatureFD, LLC
600 Peachtree St., Suite 2700
Atlanta, GA, 30308
County: Fulton
Telephone: 404-253-7660
Fax: 404-253-7661
chad@signaturefd.com
www.signaturefd.com
Specialty: Chad will help you in negotiating the financial
aspects of your divorce and in setting and realizing new goals as
you start a new life. He will help you maintain financial stability
and security through investment management, estate planning, taxation,
insurance, debt management and advisory services. He works with clients
having
$2 million or more of investable assets.
- * Nancy S. Anglyn, CFP, CDFA
Ronald Blue $ Co., LLC - EveryDay Steward division
300 Colonial Center Parkway, Suite 350
Roswell, Ga. 30330076
County: All metro Atlanta counties
Telephone: (770) 280-6181
Fax: (770) 456-5095
Toll free: (800) 987-2987, Ext. 6181
nancy.anglyn@everydaysteward.com
www.everydaysteward.com
Specialty: Nancy offers hourly counsel financial planning and
fee- only investment management services. She is a Certified Financial
Planner and Certified Divorce Financial Analyst.
- *Susan C. Barnes, CPA, CDFA
Susan C. Barnes, CPA, PC
7430 Brookstone Circle
Flowery Branch, GA 30542
Telephone: 770-633-5996
Fax: 678-288-7888
susan@barnes-cpa.com
www.barnes-cpa.com
Specialty: Susan is a CPA and Certified Divorce Financial Analyst.
As a prior IRS Revenue Agent, she understands how financial and tax
situations play an important part in the divorce planning process.
She can help you make informed financial decisions.
- Richard Hendry, CDFA
QDRO/Financial Planner
Raymond James Financial Services
11175 Cicero Drive, Suite 100
Alpharetta, GA 30022
County: Fulton, Cobb, Gwinnett, Forsyth
Telephone: 678-578-2430
Fax: 770-234-5827
rich.hendry@raymondjames.com
www.richardhendry.net
Specialty: We help our clients understand and implement the
financial aspect of their divorce settlement, including preparation
and processing of QDRO’s (Qualified Domestic Relations Orders), to
move assets from one spouse to another.
- Bob Tidwell
Personal Financial Administrators, LLC
4060 Peachtree Road, Suite D #149
Atlanta, Ga. 30319
Counties served: Greater Atlanta
Telephone: 404-245-3601
bobtidwell@bellsouth.net
www.personalfinancialadministrators.com
Specialty: Assist with paying bills, balancing checkbook,
developing expense report for budgeting. Help gather, organize, and
file financial and legal documents.
- 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,
Past Board Member
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.
- 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
Specialty: 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.
- * Lisa C. Decker, CDFA,
Board Member
 Divorce
Money Matters
P. O. Box 65
Kennesaw, GA 30152
Counties served: Statewide
Telephone: 678-562-2599
Fax: 678-562-2599
lisa@DivorceMoneyMatters.com
www.DivorceMoneyMatters.com
Specialty: An expert in divorce financial matters,
Lisa is a discreet problem-solver and trusted advisor to her clients
devising pre-divorce financial strategies that help clients save money
when dealing with their spouse, their attorney and Uncle Sam. She
works with individuals, couples, attorneys and mediators to help craft
settlements where clients will “Divorce Your Spouse, Not Your Money™”.
Visit her website for her Free audio tips, “The 5 Things You Need
to Know BEFORE You Sign on the Dotted Line.”
- Ken O’Leary, AAMS
 Edward
Jones
12050 Hwy 92, Suite 136
Woodstock, GA 30188
All of Georgia and several other states
Phone: 770-926-5503
Fax: 877-222-1465
ken.oleary@edwardjones.com
www.edwardjones.com
(search by name O’Leary)
Specialty: Handling money well isn’t rocket science,
but it’s easy to make big mistakes. As a Qualified Kingdom Advisor®
with more than 15 years experience, I strive to provide biblically
sound advice. Dave Ramsey and Crown Financial class facilitator. Free
consultations.
- Angela R. Rehkop, CFS ChFC®, CFP®
 Financial
Advisor
National Financial Services Group
1050 Crown Pointe Pkwy, Suite 1000
Atlanta, GA 30338
Counties Served: Georgia – state wide
Telephone: 770-512-5183
Cell: 404-285-6504
rehkop_angie@nlvmail.com
www.angierehkop.com
Specialty: I help ladies regain control of their
financial situation, enabling them to make educated choices. I can
also help you with QDRO transfers and other divorce related tax strategies.
If you are ready to move forward, I’m here to help. I am a Registered
Representative of Equity Services, Inc.
- Nancy Sobin
Financial Blueprints, LLC
2400 Lakeview Pkwy, Suite 450
Alpharetta, GA 30009
Telephone: 678-297-4062
Fax: 678-297-4044
nancysobin@financial-blueprints.com
www.financial-bluleprints.com
Specialty: As a divorced woman, it is my passion
to help divorcing women focus on an area that is generally scary,
and simplify it. I work to take emotion out of the numbers and show
the future value of funds available.
- Laura K. Schilling, JD, CPA, CFP(r), 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 a
wealth manager. She also runs an estate planning law firm handling
wills and trusts. Laura is an Attorney, CPA, CFPR and a Certified
Senior Advisor. Her staff consists of mothers who work flexible hours
so that they may care for their children.
Back to Divorce Directory
Disclaimer: Visions Anew does not
perform any screening or evaluation of these professionals. The professionals
have written their own descriptions, unedited by Visions Anew. Visions
Anew is not responsible for the accuracy of the content of the descriptions.
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