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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.
This designates that a professional has been favorably referred by at
least two Visions Anew women.
* Faculty at Visions Anew presentations
- * Laurie Dyke, CPA, CFE
 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."
- * Linda J. Schaeffer, CPA, CVA,
CFE
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.
- Beth Garrett, CPA, JD
Frazier & Deeter, LLC
600 Peachtree Street NE
Suite 1900
Atlanta, GA 30308
Telephone: (404)733-1742
Fax: (404)733-1743
Beth.Garrett@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.
- * 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.
- *Suzanne Durbin, CDFA, ChFC
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
Specialty: Mastering your financial affairs is the
biggest, most effective step you can take to reorient your feelings
and reorganize your life following divorce. Let me show you how. GV
Financial Advisors is a leading wealth management firm, based in Atlanta.
- 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.
- * 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.
- 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.
- 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.
- Krista L. Cosgrove, CFA
ZWJ Corporation
75 14th Street NE
Suite 2900
Atlanta, GA 30309
County: Fulton
Telephone: 404-873-2211
Fax: 404-873-6424
kcosgrove@zwjic.com
www.zwjic.com
Specialty: ZWJ is an independent registered investment advisor
specializing in personalized financial management for clients with
$1MM or more in investable assets. We develop and manage individual
client portfolios based on your needs and circumstances. We are local,
personable and competitively priced.
- *Rita Evans, CFP, CRPC, CSNA, CFM
Senior Financial Advisor
Merrill Lynch
Life Resources, LCSW
333 North Point Center East, Suite 400
Alpharetta, GA 30022
County: Metro and Northwest Georgia
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: From my own divorce and now remarriage, I learned
firsthand the pitfalls of divorce financial planning. Now is the time
to ask and receive your fair share so that you can have a core strategy
to enhance the quality of life in this next phase of your journey.
As strategic wealth manager at Merrill Lynch, my personal experience
and additional certifications give my clients multiple solutions in
a difficult transition period so that you have choices on both the
short and long term.
- Mark B. Fricks
 Yeomans
Consulting Group – Your Retirement Coach
540 Powder Springs St.
Suite C-20
Marietta, GA 30064
County: Serving the Southeast
Telephone: (770) 427-5227
Fax: (770) 919-2076
retire@yourretirementcoach.com
www.yourretirementcoach.com
Specialty: We develop strategies using tax planning, estate
planning, and investment planning to enable you to be financially
independent. Planning will also include debt reduction strategies
and savings techniques that can utilize “lazy dollars”, as well as
preparation and processing of QDRO’s. We were recently listed in Atlanta
Magazine as a top advisor in Atlanta.
- 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.
- 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.
- 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.
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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