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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