Young CPAs honored with Personal Financial Planning Standing Ovation


Seventeen young CPAs were recognized through the Personal Financial Planning Standing Ovation program for making notable contributions to the profession.

In addition, recipients must maintain an active CPA license, be an AICPA member in good standing, hold the Personal Financial Specialist (PFS) credential, and be 40 years old or younger.

The 2018 PFP Standing Ovation recipients are listed below in alphabetical order:

David Barral, Northern Trust Wealth Management

Leslie Blanchard, TrueWealth Management

Joseph Doerrer, Bessemer Trust

Christopher Hess, TFO Phoenix Inc.

Timothy Higgins, NCH Tax & Wealth Advisors Inc.

Michael Landsberg, Homrich Berg

Sarah Lane, CLS Financial Advisors

Mason Longstreth, TFO Phoenix Inc.

Robert McConchie, Athlete Wealth Management Group

Deborah Meyer, Worthy Nest LLC and SV CPA Services

Brett Mills, McCarthy, Rose & Mills LLP

Matthew Rosenberg, RoseCap Investment Advisors

Roger Seiler, Cox & Company

Dale Snell, Prairie Hills Financial Group Inc.

Ben Westerman, HM Capital Management

Robert Westley, Northern Trust

Tony Yu, DSG Business, Tax & Wealth Planning

SPONSORED REPORT

Implementing a global statutory reporting maturity model

Assess your organization's capabilities and progress toward an ideal state of global statutory reporting. Sponsored by Workiva.

100th ANNIVERSARY

Black CPA Centennial, 1921–2021

With 2021 marking the 100th anniversary of the first Black licensed CPA in the United States, a yearlong campaign kicked off to recognize the nation’s Black CPAs and encourage greater progress in diversity, inclusion, and equity in the CPA profession.