Acknowledgments - Proposed Statement on Standards in Personal Financial Planning Services 


The AICPA PFP Division would like to thank the following volunteers and staff, past and present, who have contributed so much more than hours of service, but unparalleled knowledge, sincere camaraderie, and unwavering steadfastness to the profession.

Responsibilities in Personal Financial Planning Services Subcommittee
Clark Blackman II, Past Chair - PFP Executive Committee and Past Chair - Subcommittee
Dirk Edwards, Past Chair - PFP Executive Committee and Chair - Subcommittee
Richard Fohn, Past Chair - PFP Executive Committee
Charles Kowal, Past Member - PFP Executive Committee

Personal Financial Planning Services Standards Review Task Force
Dirk Edwards, Chair
Nancy Hyde, Tax Practice Responsibilities Committee
Anthony King, PCPS Executive Committee
David McIntee, PCPS Executive Committee
William Pirolli, Past Chair - PCPS Executive Committee
Thomas Purcell, Tax Practice Responsibilities Committee
Norma Schrock, Vice Chair - Tax Practice Responsibilities Committee

AICPA Staff
Anthony Pugliese, Senior Vice President & Chief Operating Officer
Michael Buddendeck, General Counsel
Edward Karl, Vice President, Taxation
James Metzler, Vice President, Small Firm Interests; Public Practice and Global Alliances
Jeannette Koger, Director, Member Specialization & Credentialing
Andrea Millar, Senior Technical Manager, Personal Financial Planning Division
Sarah Bradley, Manager, Personal Financial Planning Division

Responsibilities in Personal Financial Planning Practice Task Force (2008-2010)
John Connell
Brent Lipschultz
Jerry Love
Randy Ryan
Scott Sprinkle
Kenneth Strauss

Personal Financial Planning Practice Responsibilities Subcommittee (1991-1994)
Michele Bourgerie
William Brennan
Susan Comeau
John Connell
Eric Dahlhauser
Dirk Edwards
Robert Fasani  Dennis Fowler
William Mears
Gregg Ritchie
Kevin Roach
Virginia Stanley
Terry Stock

Personal Financial Planning Member Services Subcommittee (1988-1996)
Jerry Allison
Robert Barbacane
Jennifer Baron
Robert Batty
Clark Blackman II
Kristianne Blake
Michele Bourgerie
Connie Brezik
Carver Clinton
Lester Detterbeck
Lori Dodson
Dirk Edwards
Robert Fasani
Frank Ferraro
A. Ellett Fields
Dennis Fowler
Barton Francis
Mitchell Freedman
Beth Gamel
Nicholas Houle
Ann Jevne
David Karr
Robert Lees
Alan Legatz
Ronald Linder
James Littlefield
James Martin
Francis McKeon
William Mears
Donald Meidinger
John Mullen
Lisa Osofsky
Glenn Pape
David Parsons
Kevin Roach
Alan Rothstein
Martin Satinsky
Howard Schnoll
Robert Sellers
Terry Stock
Steven Strauss
Martha Sutherland-Wright
J. Ben Vernazza
Steven Walker
Stuart Zimmerman

Return to exposure draft of proposed Statement on Standards in Personal Financial Planning Services.




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