The Standing Ovation program recognizes young CPAs who demonstrate exceptional professional achievement in specialization areas. Requirements for nomination for the Standing Ovation program in the Personal Financial Planning area include maintaining an active CPA license, being an AICPA member in good standing, and holding the PFS (Personal Financial Specialist) designation. Nominees must be 40 years old or younger.
“The AICPA is pleased to recognize these outstanding young CPAs who hold the PFS credential for their contributions to personal financial planning,” said Andrea Millar, CPA/PFS, AICPA’s associate director of Personal Financial Planning. “Personal financial planning is a fast-growing field with increasing demand and this underscores the opportunity for up and coming CPAs to serve the public interest by providing these services.”
The Bureau of Labor Statistics estimates the number of personal financial advisors to grow 30 percent from 2014 to 2024, citing an aging population and increased life expectancies as key factors.
Recipients of the inaugural Standing Ovation recognition in personal financial planning are recognized on the PFP Section website and during a general session at the Advanced PFP Conference.
In addition to personal financial planning, the AICPA’s Standing Ovation program recognizes young CPAs who exhibit exemplary professional achievement in business valuation and forensic accounting, and information management and technology assurance.
Business partners or managers are eligible to submit applications on behalf of nominees, and applicants are permitted to self-nominate with an accompanying recommendation from a partner of manager. Nominations can be made online.
The list of PFP Standing Ovation recipients is below in alphabetical order:
Mark Astrinos, CPA/PFS, Vista Wealth Management, Palo Alto, CA
Cromwell Baun, CPA/PFS, UBS Financial Services Inc., Atlanta, GA
Christopher Benson, CPA/PFS, L.K. Benson & Company, Towson, MD
Clark M. Blackman III, CPA/PFS, MBR Financial, Houston, TX
Derek Bland, CPA/PFS, LBMC Investment Advisors, LLC, Brentwood, TN
Galina Courson, CPA/PFS, The Financial Discovery Group, Atlanta, GA
Douglas Duerr, CPA/PFS, Duerr & Duerr, LLP, Montville, NJ
Ryan Franklin, CPA/PFS, Moss Adams, Yakima, WA
Andrew Frye, CPA/PFS, CliftonLarsonAllen LLP, Minneapolis, MN
Daniel Heyman, CPA/PFS, Daniel B. Heyman, CPA, Los Angeles, CA
David Kirk, CPA/PFS, Ernst & Young LLP, Washington, DC
Brian Laible, CPA/PFS, Landmark Wealth Management, Amherst, NY
Raymond Lucia, Jr., CPA/PFS, Lucia Capital Group, San Diego, CA
Michael Maiorano, CPA/PFS, TrueWealth, LLC, Atlanta, GA
Frederick Mangan, Jr., CPA/PFS, Mangan Wealth Management, Inc., Seattle, WA
Jonathan Mayer, CPA/PFS, Ernst &Young LLP, Atlanta, GA
Antonio Morrison, CPA/PFS, Legacy Planning Solutions, P.C., Chesapeake, VA
David Oransky, CPA/PFS, Laminar Wealth LLC, Chesterfield, MO
Nicholas Reiber, CPA/PFS, Horne Wealth Advisors, Ridgeland, MS
Ross Riskin, CPA/PFS, Riskin & Riskin, PC, Orange, CT
Amy Sonstein, CPA/PFS, Sonstein Financial Group, Marlton, NJ
W. Ashley Thiem, CPA/PFS, Paraklete® Financial, Inc., Charleston, SC