The Balance Financial Review Board

Meet our Review Board members and learn more about our process

We know that finding trustworthy financial advice online can be difficult and confusing—the internet is full of unverified information and personal opinions masquerading as facts. In order to help you feel confident making money decisions, we prioritize publishing fact-checked articles that are up to date with industry developments and trends. To ensure we’re reaching that goal, we created the Financial Review Board, a group of professionals with wide-ranging expertise in the financial industry, from professors to certified financial planners. These experts comb over our content and work with our editorial team to make sure we’re giving you the best possible information, every time.

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Who Is On The Board?

Our board boasts experts with 100+ years of combined financial experience and a range of specialties, like taxes, investing, debt, financial planning, and economics. We hand-picked these members based on their impressive credentials and ability to communicate sometimes difficult or dense concepts to a broad audience.

Somer G. Anderson
Somer G. Anderson
Professor

Somer G. Anderson is an Accounting and Finance Professor with a passion for increasing the financial literacy of American consumers. She has been working in the Accounting and Finance industries for over 20 years.

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Janet Berry-Johnson
Janet Berry-Johnson

Janet Berry-Johnson is a CPA and freelance writer. She earned the CPA designation in 2009. After ten years working as both an auditor and tax consultant, Janet left public accounting to focus on writing about income taxes and small business accounting. 

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Michael Boyle
Michael J Boyle

Michael Boyle is an experienced financial professional with 9+ years working with Financial Planning, Derivatives, Equities, Fixed Income, Project Management, and Analytics.

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Thomas Brock
Thomas J. Brock

Thomas Brock is a well-rounded financial professional, with over 20 years of experience in investments, corporate finance, and accounting.

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Thomas Catalano
Thomas J. Catalano
Financial Advisor

Tom Catalano is the owner and Principal Advisor at Hilton Head Wealth Advisors, LLC. He holds the coveted CFP designation from The Certified Financial Planner Board of Standards in Washington, DC, and is a Registered Investment Adviser with the state of South Carolina.

 

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Marguerita Cheng Headshot
Marguerita Cheng
Certified Financial Planner

Marguerita M. Cheng is the Chief Executive Officer at Blue Ocean Global Wealth. Prior to co-founding Blue Ocean Global Wealth, Marguerita was a Financial Advisor at Ameriprise Financial and an Analyst and Editor at Towa Securities in Tokyo, Japan. Marguerita is a spokesperson for the AARP Financial Freedom Campaign and a regular columnist for Kiplinger. She is a CFP® professional, a Chartered Retirement Planning CounselorSM, a Retirement Income Certified Professional® and a Certified Divorce Financial Analyst.

Marguerita studied at Keio University in Tokyo, Japan, and earned her B.S. in Finance and her B.A. in East Asian Language and Japanese Literature from the University of Maryland, College Park. She is a recipient of the Ameriprise Financial Presidential Award for Quality of Advice and the prestigious Japanese Monbukagakusho Scholarship.

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Amy Drury
Amy Drury

Amy started her finance career with Deloitte, gaining the ACA qualification in London before moving into a corporate finance role focusing on mid-cap companies.

Currently based in New York, Amy's client list includes recognized Wall Street names as well as educational institutions. She aims to make her classes practical, interactive and as close to the experience of working in a bank as possible. Tutorials and lessons are conducted at the computer, building models, using Excel and solving problems real-time and with real-company data.

As well as teaching in the classroom, Amy has written for a number of publications and contributed to an accounting and investment banking textbook, and produced online e-learning content.

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Eric Estevez
Eric Estevez
Financial Professional

Eric Estevez is financial professional for a large multinational corporation. His experience is relevant to both business and personal finance topics. 

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Ebony Howard
Ebony J. Howard

Ebony Howard is a certified public accountant and credentialed tax expert. She has been in the accounting, audit and tax profession for 13+ years. 

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Peggy James
Margaret James

Peggy James is a CPA with 8 years of experience in corporate accounting and finance who currently works at a private university, and prior to her accounting career, she spent 18 years in newspaper advertising. She is also a freelance writer and business consultant.

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Robert C. Kelly
Managing Director

Robert Kelly is involved in developing energy projects utilizing emerging technologies including renewable energy (solar, wind) and natural gas. He is a graduate school lecturer and has been developing and investing in energy projects for 35+ years.

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Khadija Khartit
Khadija Khartit
Managing Director

Khadija Khartit is a strategy, investment and funding expert, and an educator of fintech and strategic finance in top universities. She has been an investor, an entrepreneur and an adviser for 25 + years in the US and MENA.

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David Kindness
David Kindness
Senior Accountant & Tax Expert

David Kindness is an accounting, tax and finance expert. He has helped individuals and companies worth tens of millions achieve greater financial success.

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Julius Mansa
Julius Mansa
Senior Analyst & Investor

Julius Mansa is a finance, operations, and business analysis professional with over 14 years of experience improving financial and operations processes at start-up, small, and medium-sized companies.

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Gordon Scott Headshot
Gordon Scott

Gordon Scott has been an active investor and has provided education to individual traders and investors for over 20 years. He is a licensed broker, an active trader, and proprietary day trader. He was the managing director for the Chartered Market Technician (CMT)® program offered by the CMT Association. 

Gordon had an additional seven years of experience as a trading coach at Beacon Learning Group. Gordon's career also includes 10-years with International Business Machines Corporation (IBM), where he developed instructional materials and business process refinement. He also was an Adjunct Instructor at Brigham Young University–Organizational Strategy and Leadership department.

 

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Michael Sonnenshein
Michael Sonnenshein
Managing Director

Michael Sonnenshein is the Managing Director at Grayscale Investments, a digital currency asset manager. In this role, Michael oversees the daily operations and growth of the business and its family of products which offer investors exposure and access to the digital currency asset class in the form of a security. 

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Lea Uradu
Lea D. Uradu

Lea D. Uradu, JD is an American Entrepreneur and Tax Law Professional. Professionally, Lea has occupied both the tax law analyst and tax law adviser role. Lea has years of experience helping clients navigate the tax world.

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Toby Walters
Toby Walters
Senior Financial Analyst

Toby Walters is a financial writer, investor, and lifelong learner. He has a passion for analyzing economic and financial data and sharing it with others.

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Peter Westfall headshot
Peter Westfall
Professor

 Peter H. Westfall achieved Associate, Full and Horn Professor ranks at the Rawls College of Business at Texas Tech University (Horn Professor is the highest possible rank), as well as honorary fellowships in learned societies. He has also received several awards for his statistical writings, including a Distinguished Technical Communication award from the Carolina Chapter of the Society for Technical Communication. 

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Roger Wohlner Headshot
Roger Wohlner
Financial Advisor

Roger is a financial writer who brings his extensive experience as a financial advisor to his writing. His background and experience provide his clients with a unique perspective that most financial writers just can’t offer.

Roger is fluent on a wide range of financial topics, including financial planning; investments; retirement planning; mutual funds; ETFs; 401(k) plans, pensions, and other employer sponsored retirement plans; planning issues for baby boomers, millennials, and Gen X; and content geared for financial advisors and retirement plan sponsors

 

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How Does The Review Board Work?

Each article is written by an expert in their respective financial field, often certified professionals like CPAs and CFPs. Then, we assign the article to the best-suited Review Board member, based on their expertise. From there, our board members read each article thoroughly, evaluating it for accuracy and relevancy, and pass it back to the editorial team to make any necessary adjustments. Finally, the article receives an official stamp indicating it has been reviewed by a member of our Financial Review Board. Our Review Board members’ extensive training and experience, paired with our editorial know-how, give you the best answers to your money questions.

How Do I Know If An Article Was Reviewed?

You may notice a check mark appear at the top of some articles. The check mark signifies that a board member has reviewed the article, taking special care to confirm that the information presented is both accurate and up-to-date.

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We Appreciate Your Feedback

We are here to serve you, and we strive to provide the very best information so you can make confident financial decisions. If you think we could be doing better, we want to hear about it.

If you have any questions about the relevance or accuracy of any articles, or about our review process, please email us at contact@thebalance.com.