Collaborative Professionals of Virginia

A Better Way

Financial Specialists

Financial Specialists

Learn more about the financial specialists listed by clicking on their name. You will be directed to their profile.

Stephanie Anderson
Stephanie Anderson, CFA, CFP®, CDFA®
Jamie Blum
Jamie Blum, CPA, CDFA®
Julie Bonvillain
Julie Bonvillain, CFP, CDFA®
Michael Casey
Michael Casey, CFP®
Jordan Egert
Jordan Egert, CPA, CFE, CDFA®
Kirstine Fors
Kirstine Fors, CPA
Abbie Niehoff
Abbie Niehoff Frishman, MPS, CFP®, CDFA®
Robyn Hill, CFP®, CDFA®
Weslie Green-Mineart, CFP®, CDFA®
Weslie Green-Mineart, CFP®, CDFA®
Carl Mitlehner, CFP®, MSFS, CDFA™
Carl Mitlehner, CFP®, MSFS, CDFA™
Jane Ochsman Rowny, CPA, CFP®, CDFA®
Jane Ochsman Rowny, CPA, CFP®, CDFA®
Erika Schleifman, CFP© and CDFA™
Erika Schleifman, CFP© and CDFA™
Steven Schleupner, CFP®, CDFA®
Mary Szpanka, CPA
Mary Szpanka, CPA
Sallie Mullins Thompson, CPA
Sallie Mullins Thompson, CPA, CDFA®
Christina Todd, CFP®, CDFA®
Christina Todd, CFP®, CDFA®

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