Personal Financial Planning Executive Committee

The Personal Financial Planning Executive Committee supports the AICPA by providing its members with information, advocacy and leadership to enable them to perform valuable personal financial planning services in the highest professional manner. It strives to gain recognition by the public as the premier providers of personal financial planning services. The committee also assists in developing public statements made by AICPA in the area of personal financial planning. It determines Institute technical policies regarding PFP and serves as the Institute's official voice on those matters.

Personal Financial Planning Executive Committee
Clark Blackman, II Chair Alpha Wealth Strategies, LLC TX	Nikki Michelini Aspiriant CA
Lyle Benson L.K. Benson & Co. P.C. MD	Paul Parrish Wealth Advisory Services WI
Jonathan Gassman Gassman & Golodny LLP NY	Eric Rigby Rigby Financial Group LA
David Hoff Moriarty & Primack, P.C MA	Kevin Roach Texas A&M University TX
Sarah Hughes Ernst & Young LLP GA	Christine Romsdahl Romsdahl, CPA TX
Sid Kess NY	Susan Tillery Paraklete Finanial, Inc. GA
Steve Levey GHP Horwath, P.C. CO	Leonard C. Wright NorthWestern Mutual CA
Andrea Millar AICPA, Staff Liaison NC	Susan McAndrew AICPA, Staff Liaison NC

Click here to view the mission of the Personal Financial Specialist Credential Committee.

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