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Your Financial Advocacy Team

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Courtney Lutz-McLellan

Co-Founder

Principal CDFA®

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Allison Terrill

Co-Founder
Director of Business Development

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Anne Podplesky

Co-Founder
Director of Operations &

Head of Research

Credentials: CDFA®️ Certified Divorce Financial Analyst Licenses previously held:  Chartered Financial Analyst®, Completed Level 1  FINRA Series 7, 24, 63 and 65

Terry McGovern

Certified Financial Education Instructor®

Certified Personal Financial Wellness Consultant℠

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Kelly Treble

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Certified Divorce Financial Analyst®

Previously Held:

CPA​

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Jessica Garcia

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Certified Divorce Financial Analyst®

Certified Divorce Coach®

Previously Held:

FINRA Series 6, 7, 63, 65, 66

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Heather Stanley

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Certified Divorce Financial Analyst®

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© 2026 Phoenix Financial Advocates.

DISCLOSURE

Phoenix Financial Advocates, LLC., and its employees are not attorneys and do not provide legal advice. We do not sell investment or insurance products. We are not accountants.

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