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.

    Dan Thomas
    Chair
    Thomas and Thomas
    CA 
    Steve Allen Ray, Foley, Hensley & Company, PLLC
    KY
    Caroline Cardillo  EY
    MA 
    Doug Duerr Duerr & Duerr
    NJ 
    Martha Michael PwC
    MO
    Marc Minker CBIZ Family Office Services, LLC
    NY
    Bob Oberstein  RSO Advisors, LLP
    CA
    Susan Tillery Paraklete Financial, Inc
    GA
    Kem Washington Dillard University
    LA
    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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