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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 
Jonathan Gassman  Gassman & Golodny LLP
NY
Sarah Hughes
 
Ernst & Young LLP

GA 

Richard Joyner  Tolleson Wealth Management
TX 
Sid Kess 
NY 
Kara Kessinger CliftonLarsonAllen LLP
PA
Steve Levey GHP Horwath, P.C.
CO
 
Larry McKoy  Dixon Hughes Goodman, LLP
VA 
Nikki Michelini Aspiriant
CA
Eric Rigby
 

Rigby Financial Group
LA

Christine Romsdahl
 
Romsdahl, CPA
TX
 
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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