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Personal Financial Specialist Credential Committee 


The objective of the PFS Credential Committee is to develop and implement the strategic plan for increasing the viability, recognition and value of the PFS credential. The committee will establish programs designed to address marketplace recognition and to create public awareness of the PFS.

Lisa Featherngill
Chair
Calibre
NC
Jean-Luc Bourdon Walpole & Co. LLP
CA
David Desmarais CCR, LLP
M
A
Sheryl Eighner Pricewaterhouse Coopers
IL
 
Bob Fay Robert F. Fay
OH
 
John Holden Advanced Financial Strategists, Inc.
GA
Lori Luck Schultz & Crouse, PC
OR
Marc Minker MHM Mahoney Cohen CPAs
NY
Dan Thomas Thomas and Thomas
CA
Daniel Snyder AICPA, Staff Liaison
NC
Sarah Bradley AICPA, Staff Liaison
N
C

Click here to view the mission of the  Personal Financial Planning Executive Committee.

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