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.

Susan Tillery
Chair
Paraklete Financial, Inc.
GA 
Doug Duerr Duerr & Duerr
NJ 
Jonathan Gassman Gassman Financial Group
NY
David Hoff  Robinson Hill, LLC
MA
Kara Kessinger CliftonLarsenAllen LLP
PA
Martha Michael PwC
MO
Bob Oberstein  RSO Advisors, LLP
CA
Janice Towne Riverview Financial Group, PC
IA
Trudy Turner United Capital Financial Advisors
TX
Robert Westley Deloitte Tax, LLP
NY
 
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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