LivePlan Expert Advisors


Certified LivePlan Expert Advisor

LivePlan Expert Advisors

The following list includes the renewal due date for maintaining your Expert Advisor status. If you do not see your name on this list, you have either (1) not completed your initial certification requirements or (2) you did not complete the steps to maintain your certification prior to your renewal/expiration date.

The renewal due date is when the Expert Advisor must have completed the yearly renewal requirements. We will look back 12 months from the renewal due date for LivePlan best practice webinar attendance and whether you are actively advising at least 3 clients.

Click here to see the certification renewal requirements.

If you have questions, you may email us at

 *updated 03/01/2023
NOTE: It may take up to 2 weeks for renewals to be updated

Last Name First Name Company/Organization Renewal Due Date
Abella Jesica Abella Tax Services, Inc 10/10/2023
Allen Ronald Exigo Business Solution 12/31/2023
Allison Kay True North Business Solutions, LLC 05/01/2023
Aurigemma Ken Strategic Business Alliance, LLC 03/17/2023
Babcock-Hyde Julie Spark Accounting Solutions PLLC 02/19/2024
Banks Brooksher Banks & Associates 11/08/2023
Bolton Emily Bolton & Associates Tax Planning 04/12/2023
Chandler Tina Fair and Square Bookkeeping, LLC 01/01/2024
Chapman Alan Channel Islands Business Coaching Ltd 07/29/2023
Coffman Kathy Coffman Bizsolutions Inc. 12/31/2023
Coggins Chris OutSourced CFO Solutions 10/16/2023
Cooper Ben Amplify COO 03/01/2023
Denniston Eric Denner Group International 03/10/2023
Dorsey Keith Yesrod Development Group LLC 04/23/2023
Eddy Rich Factor Four LLC 10/10/2023
Gendron Fabien Duncan & Company 10/19/2023
Gilbo Arnold Erudio Business Solutions 10/16/2023
Griner James Waterford Business Solutions 09/28/2023
Grove Denise CFO Support, Inc. 12/31/2023
Harmon David SoCo Tax & Cloud Accounting Inc 12/31/2023
Heyward James Heyward CPA PLLC 07/16/2023
Hershey William Life Stream Business Services 06/25/2023
Highley Sydney Daily Balance Inc 10/16/2023
Iyengar Suresh Business Unit Execution LLC 07/20/2023
Jackson-Atkins Enae Enae Jackson-Atkins Consulting Inc 10/05/2023
Jain Manisha Manisha A Jain CPA LLC 10/16/2023
James Shay Shay James CPA 10/30/2023
Jeannot Natacha Jeannot & Associates Inc 01/01/2024
Julian Eduardo Small Business for Entrepreneurs LLC / DBA: SB4E. 10/20/2023
Lacey Billy Ipsum Advisors 07/03/2023
Layman Justin Arouet Company 07/13/2023
Leon Chris Padgett Business Services 07/19/2023
Lewis Michael MD Lewis LLC 09/04/2023
Lindquist Mick Bookkeeper Buddy 11/30/2023
Lohman Craig Lohman Company, PLLC 01/16/2024
Magyar Deborah Launch and Balance Consulting LLC 12/27/2023
Means Sharon Redmond Accounting 02/21/2023
Meredith Jason Mid-South CFO, LLC 12/10/2023
Michaels Irv Michaels Consulting, Ltd. 09/17/2023
Morris Ali AEM Enterprises LLC 01/25/2024
Neal Brett Brett L. Neal, CPA 10/23/2023
Nsiah Joseph Parizma Group 05/01/2023
Olasunkanmi Niyi Nikuncept Consulting 12/08/2023
Onuaku Chuk The W2 Group 01/07/2024
Palermo Carolyn CAO Consults PLLC 07/30/2023
Porras Juan Startup Consulting 06/27/2023
Raia Mario Combined IQ Inc 12/31/2023
Raiche Lisa Bodhi Business Advisors 7/30/2023
Ratner Linda Ratner Consulting 7/25/2023
Rhyne Mary Mary S Rhyne, CPA 07/19/2023
Ring Jenn WWBIC 11/12/2023
Robinson Bill One For The Books, LLC 03/15/2023
Rose Patience RED Worldwide, Inc. 07/24/2023
Sheldon Eric Eric Sheldon CPA, PC 11/12/2023
Sheridan Greg Sheridans Accountants & Financial Planners 08/04/2023
Soto Arlene Oasis Consulting LLC 09/24/2023
Thompson Heather Everything Counts LLC 10/05/2023
Terveer Tim Vitus CPA 01/01/2024
Vigil Maria VProVantage, LLC 08/29/2023
Walsh Brendan Quantum Leap Capital 12/30/2023
Wilsnagh William Skye Business Solutions 11/21/2023
Yinat Jorge Ph.D. J|W|Y Business Enterprises 05/08/2023
Kathy Gregory
Kathy Gregory
Kathy Gregory has over 20 years of experience in business development, including: financial forecasting, strategic planning, process development, project management, and mergers and acquisitions. She has worked in public and private, small to mid-size organizations doing business development, and strategic planning and implementation, working with executives, boards and their investors. At LivePlan Kathy runs the specialized program for Strategic Advisors. She is a graduate of the University of Oregon.
Posted in Business Process for Advisory