This award recognizes individuals who demonstrate commitment and passion in doing extraordinary work to contribute or give back to the financial planning community and/or the public.
This is among the highest honor awarded to members of the FPA community involved with service. Notable individuals, organizations/firms or groups working in the areas of FPA member education, FPA chapter support, financial literacy, professional innovation, community education and other service-focused endeavors are excellent candidates for the award. The recipient(s) are recognized at FPA Annual Conference.
Nominations should be completed using the Nomination Form, supporting letters and/or other documentation as needed. Be sure to include the following information:
- Your affiliation with the nominee (FPA member, chapter leader, employee, associated professional, etc.).
- Clarify the nominee's excellence in demonstrating FPA's Core Values; and the nominee's extraordinary service and stewardship to contribute or give back to the financial planning community and/or the public.
- Explain why your nominee should be considered for this award. Focus on key points and provide specific examples to support your recommendation. If you are recommending a company or organization, focus on the contributions of the company or organization.
Previous awardees:
2022
- Shawn Jacobson, CFP®, ChFC®, AWMA
- Mark Prendergast, CPA, CFP®, CDFA
- Celeste Revelli, CFP®
2021
- Hannah Moore, CFP®
- Laurie Dubchansky, CFP®
2020
- No award given
2019
- Stuart Armstrong, CFP®, CLU®, CLTC, ADPA, AIF®
- Craig Jergenson, CFP®
- Tara Scottino, CFP®
2018
- Lazetta Rainey-Braxton, MBA, CFP®
- Elizabeth Jetton, CFP®
- Janet Stanzak, MS, CFP®
2017
- Michael Branham, CFP®
- Scott Kahan, CFP®
- Marty Kurtz, CFP®
- Tanya Steinhofer, CFP®, CFA
2016
- John Crosby, CFP®, ChFC, CLTC, CRPC
- Jim Peniston
- Richard Salmen, CFP®, CFA® , EA
2015
- Leslie Beck, MBA, CFP®
- Sabrina Lowell, CFP®
2014
- Rick Fingerman, CFP®, CDFA
- Louis Barajas, MBA, CFP®
2013
- Elaine Bedel, CFP®
- Harold Evensky, CFP® , and Deena Katz, CFP®
- Kacy Gott, CFP®
- Savvy Ladies
2012
- Jon Beyrer, CFP®, EA
- Reed Fraasa, CFP®, AIF®, RLP®
- Omega Hartman, CFP®
- Anja Luesink, MBA, CFP® , RLP®
- Ruth Lytton, Ph.D.
- Kathy Muldoon, CFP®
- John R. (Dick) Power, CFP®
- Neal J. Solomon, CFP®, CLU, ChFC, CASL
- Richard E. Vodra, JD, CFP®
- David Yeske, DBA., CFP®
2011
- Frank Paré, CFP®
- Assemblyman Gary S. Schaer
- John Comer, CFP®
- Judith Volkmann, Esq., CFP®
- Marco Chavarín
- Nicholas A. Nicolette, CFP®
- Robert Glovsky, JD, LLM, CFP®
2010
- Don Blandin
- Mark Clark
- Saundra Davis, MSFP
- Michael Kitces, MSFS, CFP® , CLU, ChFC
- Keith Loveland, JD , AIFA, CIDA
- Brent A. Neiser, CFP® , CAE
- Don Pitti (posthumous award)
- Karin Price Mueller
2009
- Bob Kaitz
- Charles Fitzgerald, CFP®
- Clare Stenstrom, CFP®
- William Stratton, CFP®
2008
- Dr. William Gustafson, Ph.D, M.S.
- Peter Kote, JD, Dee Lee, CFP®
- Jeffry Sessions, CFP®
- Ken Williams, CFP®, CPA, MBA
2007
- Humberto Cruz
- Gwen Fletcher, AFPA, QPIB
- Patricia Garman, CFP®
- Larry Johnson, CFP®
- Royce Monk, CFP®
- Bobbie Munroe, CFP®
- James Russell
- Parker James Tissot, CFP®
2006
- George Kinder, CFP®, RLP®
- Ross Levin, CFP®
- Gary Morris, CFP®
- Nancy Schwarztmiller
- Bonnie Stanley
- Robert N. Veres
- Blankinship & Foster
- FPA of New York - Pro Bono Committee
