Awards
Recipients of NAPFA Awards
2023
NAPFA Inspiring Leader Award - Jessica Hovis Smith, CFP®, CPWA®, CLU®, CAP®,
NAPFA New Professional Award - Daniel M. Yerger, MBA, CFP®, ChFC®, AIF®, CDFA®
NAPFA Special Achievement Award - Geoffrey Brown, CAE
NAPFA Excellence in DEI Award - Oak Wealth Advisors, LLC and CI Budros Ruhlin Roe (CI BRR)
NAPFA Foundation Pro Bono Service Award - Abacus Wealth Partners
2022
NAPFA Special Achievement Award - Dr. Ann Coulson
NAPFA New Professional Award - Abby Hasling
NAPFA Inspiring Leader Award - Mindy Neira
2021
Robert J. Underwood Distinquished Service Award - Tim Kober
NAPFA Special Achievement Award - Pam Krueger
NAPFA Special Achievement Award - Vickie Hampton
NAPFA New Professional Award - Stephanie James
NAPFA New Professional Award - Ben Jacobs
NCEF Pro-Bono Service Award - Bob Swift
2020
Robert J. Underwood Distinguished Service Award - Scott Beaudin
NAPFA Special Achievement Award - Dr. Ruth Lytton
NAPFA Special Achievement Award - Michael C. Kitces
NAPFA New Professional Award - Stephen Fletcher
NAPFA Inspiring Leader Award - Brian Pon
2019
Robert J. Underwood Distinguished Service Award - Giles Almond
NAPFA Special Achievement Award - Sharon Epperson
NAPFA New Professional Award - John Bohnsack
NCEF Pro Bono Service Award - Marjorie A. Bennett
2018
Robert J. Underwood Distinguished Service Award - Marjorie Fox
NAPFA Inspiring Leader - Brian Thompson
NAPFA Special Achievement Award - Jill Schlesinger
NAPFA New Professional Award - Jacob Kuebler
NCEF Pro Bono Service Award - Stacy Francis
2017
Robert J. Underwood Distinguished Service Award - Bernie Kiely
NAPFA New Professional Award - Danielle Seurkamp
NAPFA Special Achievement Award - Phyllis Borzi
2016
Robert J. Underwood Distinguished Service Award - Peggy Cabaniss
NAPFA Inspiring Leader Award - Melissa Hammel
NAPFA New Professional Award - Samantha Anderson
NAPFA Special Achievement Award - Carolyn McClanahan
2015
Robert J. Underwood Distinguished Service Award - Mary Malgoire
NAPFA Inspiring Leader - Jennifer Lazarus (formerly NAPFA Special Membership)
NAPFA New Professional - Alan Moore
NAPFA Special Achievement Award - Richard Sincere
2014
Robert J. Underwood Distinguished Service Award - William P. Bengen
2013
Robert J. Underwood Distinquished Service Award - Thomas Orecchio
NAPFA Special Membership Award - Ron Pearson
NAPFA Special Membership Award - Linda Patchett
2012
Robert J. Underwood Distinquished Service Award - Ellen Turf
NAPFA Special Membership Award - Linda Gadkowski
NAPFA Special Achievement Award - Brooksley Born
2011
Robert J. Underwood Distinquished Service Award - Robert E. Maloney
NAPFA Special Membership Award - Gene & Dee Balliet
2010
Robert J. Underwood Distinquished Service Award - Diahann W. Lassus
2009
Robert J. Underwood Distinguished Service Award - Roy Komack
NAPFA Special Membership Award - Nancy Hradsky
NAPFA Special Achievement Award - Jean Chatzky
2008
Robert J. Underwood Distinguished Service Award - John Sestina
NAPFA Special Membership Award - Annette Simon
NAPFA Special Achievement Award - Clark Howard
2007
Robert J. Underwood Distinguished Service Award- Richard R. Lee Jr.
2006
Robert J. Underwood Distinguished Service Award – Sheryl Garrett
NAPFA Special Achievement Award – J. Thomas Bradley, Jr.
NAPFA Special Membership Award – Kathleen Cotton and Nancy Nelson
2005
Robert J. Underwood Distinguished Service Award - Warren Mackensen
2004
Robert J. Underwood Distinguished Service Award - William Prewitt
NAPFA Special Achievement Award - Eliot Spitzer
2003
Robert J. Underwood Distinguished Service Award - Gary Schatsky
NAPFA Special Membership Award - Richard Hammel
NAPFA Special Achievement Award - Bob Veres
2002
NAPFA Special Membership Award - Bert Whitehead
Robert J. Underwood Distinguished Service Award - Paula Hogan
2001
NAPFA Special Achievement Award - Arthur Levitt
NAPFA Special Membership Award - Richard Bellmer, Robert Maloney
2000
NAPFA Special Membership Award - Bernie Kiely & Diane MacPhee
1999
Robert J. Underwood Distinguished Service Award - Susan John
NAPFA Special Achievement Award - John C. Bogle
1998
Robert J. Underwood Distinguished Service Award - Mark F. Spangler
1996
Distinguished Service Award - David J. Drucker
1995
Distinguished Service Award - John Darragh, David Petersen - Founders of Affording Care & The Resource Network
1994
Distinguished Service Award - U.S. Rep. Edward J. Markey - Legislative Director
1993
Distinguished Service Award - F .Daniel Bell III-BOD/Consumer Rep
1992
Distinguished Service Award - Lewis J. Brothers, NASAA President Elect
1991
Distinguished Service Award - Barbara Roper, CFA/Consumer Activist
1990
Distinguished Service Award - Jane Bryant Quinn, Newsweek Columnist
1989
Distinguished Service Award - Kathryn McGrath - Director of Investment Management Division
1988
Robert J. Underwood Pioneering Award - Edward C. Hartman-BOD/ VP for Administration
Financial Planner of The Year Award - Peggy Ruhlin-NAPFA Member
1987
Robert J. Underwood Pioneering Award - Vernon Woodrum -BOD/General Matters
Financial Planner of The Year Award - J. Randy Hedlund-NAPFA Member
1986
Robert J. Underwood Pioneering Award - Harold Gourges - Publisher of Gourgues Report
Financial Planner of The Year Award - Mary Malgoire-President/BOD
1984
Financial Planner of the Year Award - J.D Schwartz - Honorary Board