LivePlan Expert Advisors
Posted Kathy Gregory
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 advisors@liveplan.com.
*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 |
