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

          

    Lyle Benson
    Chair
    L.K. Benson & Co. P.C.

    MD

    Randy Abeles  RSM McGladrey
    IL 
    Clay Blue Murphy Investment Group Inc.
    NC
    Jean-Luc Bourdon  BrightPath Wealth Planning, LLC
    CA
    Gina Chironis  Clarity Wealth Management Inc.
    CA
    Joanne Hagopian  Lyra Management, LLC
    CA
    Richard Joyner  Tolleson Wealth Management
    TX 
    Sid Kess  Sidney Kess
    NY 
    Kara Kessinger CliftonLarsonAllen LLP
    PA
    David Kirk Ernst & Young
    DC
    Charles Kowal Charles Kowal
    GA
    Lori Luck Schultz & Crouse, PC
    OR
    Larry McKoy  Dixon Hughes Goodman, LLP
    VA 
    Tracy Stewart Tracy B. Stewart
    TX
     
    David Stolz  Stolz and Associates, PS
    WA
     
    Tom Trainor  Hanover Private Client Corporation
    Canada
    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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