Bill Holliday is a Certified Financial Planner (CFP); a member of National Association of Professional Financial Advisers (NAPFA), Financial Planning Association (FPA), Social Investment Forum; host of the Socially Responsible Investing Podcast and the director of ProMex Group (charitable micro-credit for Mexico). He started providing financial services with AIO Financial in 2004. Bill speaks Spanish (se habla español).
Sylvia L. Matteson started as a Financial Planner in 1981, receiving her Certified Financial Planner (CFP) designation in 1984. Sylvia is a member of the Financial Planning Association (FPA), the National Association for Female Executives, National Association of Professional Financial Advisors (NAPFA), the Social Investment Forum and Co-op America.
Shannon Sommer has been working with AIO Financial since 2011. She is a certified Financial Para-planner and tax preparation professional. She has been working in the Financial Planning and Tax preparation field for 5 years and is an Enrolled Agent in Tucson, Arizona for tax preparation and audit representation.