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 
Randy Abeles RSM US LLP
IL
Mark Astrinos Vista Wealth Management
CA
Sarah Hughes  EY LLP
WI
Kara Kessinger CliftonLarsenAllen LLP
PA
Tyler Mickey Moss Adams
WA
David Stolz  Stolz and Associates, PC
WA
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
Andrea Millar AICPA, Staff Liaison
N
C

Click here to view the mission of the  Personal Financial Planning Executive Committee.

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