Our Team

Teri Roth Alexander

CFP®, MSFP, CeFT®, AIF®

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Founder, Senior Advisor

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What I Enjoy Most About AFP

“Listening to your story, helping you envision your financial life plan, and watching as it takes shape makes my vocation energizing and rewarding.”

Professional Qualifications

CFP® – Certified Financial Planner, 1993
CeFT® – Certified Financial Transitionist, 2017
AIF® – Accredited Investment Fiduciary, 2019
RLP® – Registered Life Planner, 2025

Education

B.S., Education & Psychology, Bowling Green State University, Bowling Green, OH
Master’s Degree, Financial Planning, College for Financial Planning, Denver, CO

My Money Story

One of my first clear memories of money goes back to when I was about 9 years old. On Saturday mornings, my parents would sit at the kitchen table, go over their bills, and balance the checkbook. My mom seemed more like the saver, while my dad was a bit more of a spender, but they both shared the same values. They believed in honesty and fairness, paying bills on time, and keeping debt to a minimum.

They were both born during the Depression era and were the first in their families to earn college degrees. They also had strong work ethics, and that was something they passed on to me. When I was in high school, my dad lost his job during one of the early white-collar “downsizing” events in the mid-1970s. From that point on, finances became very tight, and every dollar had to have a purpose.

To make it through college, I often worked two or three jobs at a time. I was also determined to complete my student teaching at a specific school in London, England. Before I left, I needed one more elective, and the only class that fit my schedule was personal finance. To my surprise, I found it fascinating, and it completely changed my career path.

The culmination of my past experiences helped me realize that if I wanted financial freedom, I needed to take ownership of it. I also understood that achieving it meant building a stronger foundation of knowledge and making intentional choices along the way.

We are all shaped by our past, and no two stories are the same. We each carry those early beliefs about money with us throughout our lives, and they shape how we feel about money decisions today. Appreciate where you are, value where you’ve come from, and give yourself the space to connect the two as you build what comes next.

About Me

When I’m not in the office, I love spending time with my family. I have three fabulous children, two amazing sons-in-law, and four rockin’ grandsons, all of whom live here in Columbus. I also have two loving dogs who keep life busy and fun.

I grew up in Dublin, but I have lived in Grandview Heights since 1980.  I enjoy organic gardening and staying focused on wellness through healthy cooking and staying active. I love going for a Saturday morning run, hiking with friends or family, or taking a long walk with my dogs. I also enjoy spending time in the kitchen making cookies with my grandsons or cooking for friends and family.

Travel has been a passion of mine since I was 20 years old, and I’ve enjoyed exploring new places and experiencing different cultures whenever I can. Music has always been part of my life too, whether I’m listening, singing, or playing an instrument. A few years ago, I joined my church choir, which led to joining another choir as well. That has turned into an incredible opportunity, including international travel and performing with the group.

Nathan Swab

CFP®, AWMA®

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Financial Advisor – Financial Planning

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What I Enjoy Most About AFP

“Finding ways to help you accomplish your goals and dreams is my primary motivation.”

Professional Qualifications

CFP® – Certified Financial Planner, 2019
AWMA® – Accredited Wealth Management Advisor, 2016

Education

B.S., Finance, Liberty University, 2015
CFP® Certificate, Bryant University, 2018

My Money Story

I grew up as the second of five kids, with a dad who worked as a plumber in commercial construction and a mom who stayed home to raise us. We never went without, but money was carefully managed, and every dollar had a purpose.

When I was 13, I got my first job delivering The Newark Advocate, earning a dollar or two a day to pay for church trips and basketball shoes. At 16, I started working at McDonald’s, making $5.15 an hour. Over the years, I have worked a variety of jobs in fast food, vending companies, and home improvement stores. Each one taught me the value of showing up, working hard, and earning what you have.

I also had a front-row seat to see what hard work really looks like. My dad left for work before dawn, whether it was summer heat or winter snow, and my mom made sure we were always cared for at home. I worked my way through college (twice) and eventually earned my CFP® designation. Along the way, I learned something that still guides how I think about money today. The first step toward financial freedom is living well within your means.

Growing up, money often felt scarce, like something limiting and easy to lose. That experience shaped my relationship with it as an adult, and it’s exactly why I became a Financial Planner. I wanted money to be a positive force in my life, and I hoped my experience could help others feel the same.

Because the truth is, everyone has a unique relationship with money. My goal is to help you use it as a tool to build the life you want, not something that holds you back.

About Me

Outside of the office, I enjoy spending time with my family, whether we’re outdoors or gathered around a board game. I’m a Columbus Crew fan, follow Formula 1 racing closely, and as a native Ohioan, I always cheer on the Buckeyes. I also enjoy hiking, usually have several books in progress, and am active in my local church.

Tracey Guthrie

Investment Advisor Representative

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Director of Operations

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What I Enjoy Most at AFP

“Collaborating with co-workers and clients to help them find and maintain their life balance is personally rewarding.”

Professional Qualifications

IAR – Investment Advisor Representative, 2018
State of Ohio Licensed Real Estate Sales Agent, 1993

Education

A.A., International Academy of Design, Tampa, FL

My Money Story

My parents built a life that felt secure and full, while keeping the financial realities quietly in the background.

My mother’s outlook may have been shaped by the Great Crash of 1929. She was career-driven and financially independent, managing a stockbroker’s office downtown. My father, a Depression-era baby, followed his passion for veterinary medicine and founded an animal clinic in Dublin. He was generous, spent liberally, and lived with enthusiasm. Together, they formed a strong partnership: my mother handled the clinic’s books and family finances, and they invested in real estate, avoiding the stock market, presumably because Mom thought it too risky. As she aged, she worried about outliving their savings.

When my parents’ health declined, I stepped in to help manage the clinic and saw firsthand how hard it was to balance business income and overhead with the needs (and wants) of the family. Watching my parents navigate those pressures gave me a deep appreciation for financial awareness and balance. I learned the value of living within my means—not as a limitation, but to reduce stress, create stability, and maintain peace of mind. It’s a lesson that continues to be one of my guiding principles.

About me

I live in Upper Arlington with my husband, Wayne and our much-loved canine, Coco. We’re proud parents of three amazing adult children and longtime volunteers with youth athletics and Scouting—proof that we don’t scare easy. We love exploring National Parks while roaming the country in our RV, affectionately known as the big doghouse. Tom Petty wrote the soundtrack to my life, and I can usually quote the perfect lyric for any situation. Even though our bucket list is getting shorter, we still enjoy live concerts, so long as our seats aren’t way up in the nosebleeds.

Morgan Liden

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Client Service Representative

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What I Enjoy Most at AFP

“Being part of a team that genuinely cares about the people we serve makes this work energizing and rewarding.”

Education

B.A., Strategic Communication & Digital Marketing, Miami University, Oxford, OH

My Money Story

Growing up, I had very little visibility into my parents’ finances, which left me feeling unsure about money from an early age. When it came time for college, I knew it was up to me to pay for it, including my semester abroad in Florence, Italy. To cover the cost, I worked as many jobs as I could. I served coffee, catered weddings, and managed data entry for clinical trials.

That experience taught me a lot about independence and self-reliance, and it also created something I’ve carried with me ever since. I developed a strong desire for financial clarity and control. Today, I’m motivated to understand and manage my finances with confidence, so I always know where I stand and can make decisions with purpose.

About Me

In my free time, you’ll usually find me hunting for treasures at thrift stores and estate sales, unwinding with yoga, or planning my next travel adventure. My love of travel started early, thanks to my parents, who always valued experiences over material gifts. It’s a philosophy I’ve embraced wholeheartedly.

Living in Europe during my semester abroad deepened my passion for exploring new cultures and places. When I’m not traveling, I’m at home with my fiancé, Noah, and our dog, Thelma, cooking dinner and watching Gilmore Girls.

Stephanie Platt

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Virtual Paraplanner

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“Finding ways to help you accomplish your goals and dreams is my primary motivation.”

Stephanie’s Story

We are working with Stephanie through an organization called Financial Services Outsourcing Solutions, based in Ohio.

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Tucker Alexander

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Chief Greeter & Announcer

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“Woof, woof, woof…. woof.”

About Me

Tucker is our part-time employee that only comes in when he wants to. He mostly lays around the office and doesn’t do much at all. 

He does, however, provide strong barks when mail carriers or delivery trucks are near and is often seen in the windows as people walk by or stop to smile and wave at him. 

He also provides comfort and expects some level of affection from those in the office as he occasionally makes his rounds to receive some much-desired attention.