Board of Professional Review

The Board of Professional Review is responsible for interpreting and applying the Code of Ethics and Professional Responsibility and Financial Planning Practice Standards to specific fact situations involving certificants and imposing, where necessary, the appropriate discipline.


2006 Members

Chair
Alan K. Goldfarb, CFP®
Weaver and Tidwell Financial Advisors, Ltd.
Dallas, TX

Chair-Elect
Joseph E. Little, CFP®
Park Place Financial Advisors LLC
Brattleboro, VT

Laura L. Addington, CFP®
Addington Financial Group
Winnsboro, TX

Harv M. J. Ames, CFP®
Ames Planning Associates, Inc.
Peterborough, NH

Jack C. Harmon, CFP®
Harmon Financial Advisors Inc
Atlanta, GA

Barry L. Kohler, CFP®
BDMP Wealth Management
Portland, ME

Diana Simpson, CFP®
Fee-Only Planning Professionals
Birmingham, AL

Debby E. Vinyard, CFP®
Vinyard Financial Planning
Marion, IL

Grace M. Worley, CFP®
Worley Financial Group Inc
Indianapolis, IN


2006 Board of Appeals

Chair
David G. Strege, CFP®
Syverson Strege Sandager & Co
West Des Moines, IA

Daniel Candura, CFP®
The Candura Group/PennyTree Advisers, LLC
Braintree, MA

Virginia M.K. "Ginny" Stanley, CPA/PFS, CFP®, CVA
REDW Business and Financial Resources, LLC
Albuquerque, NM

Stewart H. Welch, III, CFP®
The Welch Group, LLC
Birmingham, AL