IARFC Awards - A History of Recipients

IARFC Association Awards

Registered Financial Associate

Registered Financial Consultant

Master Registered Financial Consultant

About the IARFCÂŽ Association IARFC Mission To recognize world class financial consultants and empower them to make a transformational difference in the financial lives of the families and communities they serve.

LOREN DUNTON MEMORIAL AWARD

Loren Dunton 1918 -1997 From Loren’s leadership would come an educational institution, the College for Financial Planning, and the personal financial planning curricula now taught on over one hundred campuses.

In 1969 Loren Dunton convened a group of financial professionals in Chicago and founded an industry of outstanding service and commitment.

As the first editor of Financial Planning magazine, he helped to publicize an emerging profession, bringing various practitioners together to a common cause, sharing practice and marketing techniques and promoting ethical conduct. That respected magazine has continued, contributing to the profession for thirty years.

Loren promoted the value of the financial advisor as a professional whose quest for knowledge should never cease. He authored seven books that have helped to shape the careers and services of financial advisors. Loren’s commitment to these principles was evidenced in the Institute for Consumer Financial Education that he nurtured for many years, and which earned a Presidential Citation for public service.

It is in Loren’s tradition of recognizing the value of professional advice and service that the IARFC each year presents the Loren Dunton Memorial Award to persons who have made a significant contribution to the financial services profession and to the public.

LOREN DUNTON MEMORIAL AWARD The Loren Dunton Memorial Award is bestowed in honor of the founder of the financial planning profession, Loren Dunton, to the person who has made a substantial contribution to the financial services profession and/or the financial interests of the public in the US or Internationally.

Criteria Those who are considered for the Award must currently meet or have met the following criteria:



Hold a professional designation or credential (i.e. RFC®, MRFC®, ChFC, CFP, CLU, CPA/PFS, CEBS, MSFM, MSFS, or Doctoral degree, etc.)



Worked in a financial practice or firm more than 5 years



Published articles, journals, books, etc. on financial topics



Provided outstanding service or leadership in the financial services industry



Promoted or participated in some aspect of financial education, either to the public or to members of the profession



Demonstrated effectiveness in carrying the message of responsible financial stewardship to the public



Member of the IARFC



Adherence to the IARFC’s Code of Ethics and have a sound record of business integrity with no suspension or revocation of any professional license

Barry L. Dayley, MRFC® Barry Dayley has worked in the financial planning and wealth management business since 1981 when he started his own Money Concepts Financial Planning Center in Las Vegas, Nevada. In 1985, he received a request from Jack Walsh, the founder of Money Concepts, to serve as a consultant for Money Concepts and CUNA Mutual to develop a financial planning program for credit unions nationwide. In this role, Barry helped lead the establishment of over 600 financial planning programs in credit unions across the United States. Later, Barry accepted a position as the Division Manager of Member Services, where he led the operations of CUNA Mutual Group in the Northwest Marketing division. In 1998, he returned to Money Concepts as a Senior Vice President with emphasis on financial institution development.

Currently Barry is the Executive Vice President of Money Concepts with national and international responsibilities.

Barry’s educational background includes: a Bachelor of Science from Brigham Young University with a degree in Financial and Estate Planning (1980), the Achievement of the Certified Financial Planner (1989), and the Mater Registered Financial Consultant (2017). He is a student of the business and is a frequent speaker at functions of the American Bankers Association, the National Federal Credit Union Association, and other industry conferences. In addition, Barry conducts ongoing series of training and continuing education programs nationally with the over 700 Representatives of Money Concepts Capital Corp. In spite of Barry’s demanding corporate responsibilities, he still maintains a very small financial planning client base to keep his skills sharp and maintain involvement in a profession he loves.

Barry is the Chair of the MRFC Certification Board and promotes the MRFC credential to consultants.

LOREN DUNTON MEMORIAL AWARD Honored Recipients

Rosilyn Overton, 2019

A. William Gustafson, 2018

Ric Edelman, 2017

Jerry Mason, 2016

Jon Rogers, 2015

Les Anderson, 2014

Kai Yuan Tu, 2014

H. Stephen Bailey, 2010

Richard Wu, 2010

LOREN DUNTON MEMORIAL AWARD Honored Recipients

Jack Gargan, 2009

Teresa So, 2009

Siak-Leon Choo, 2008

Mehdi Farkhazadeh, 2008

Ralph Liew, 2007

John Walsh, 2007

Bill Carter, 2006

Samuel Yung, 2006

Jeffrey Chiew, 2005

LOREN DUNTON MEMORIAL AWARD Honored Recipients

Edwin P. Morrow, II, 2005

Liang Tien Lung, 2004

Vernon Gwynne, 2004

Alex Armstrong, 2003

John Keeble, 2002

Donald Haas, 2001

Ben Baldwin, 2000

Loren Dunton used his experiences

to frankly explain what all financial consultants now recognize‌ that the ethical sales of financial products

and delivery of competent advice is a noble calling.

FOUNDER'S AWARD

FOUNDER'S AWARD The Founder’s Award is bestowed in honor of the Founder of the IARFC, John J. Gargan and is presented to persons who have delivered significant service to the operations and growth of the International Association of Registered Financial Consultants.

Criteria Those who are considered for the Award must currently meet or have met the following criteria:



Past or present Board Trustee, Director, Officer, or Committee Member



Held a professional designation or credential awarded by the IARFC (i.e. RFC®, MRFC®)



Clean regulatory record



Current or prior member in good standing for a minimum of 5 years



Adherence to the IARFC ‘s Code of Ethics and have a sound record of business integrity with no suspension or revocation of any professional license



Contributed to the growth of the IARFC membership by referring members, holding or attending events that additionally help expand the visibility of the Association

FOUNDER'S AWARD

Burnett Marus, RFCÂŽ Retired Burnett Marus of Burnett Marus Associates in Richardson, TX has been a long time RFC from the beginning in 1984. With two terms on the IARFC Board of Directors and currently with the RFCÂŽ Retired Status, he has been a regular contributor to the Register. He has praised the IARFC for reaching beyond its geographical limits to include international chapters. Initially he was attracted to the Association by the multitude of professionals with years of experience and the concern about continuing education. The IARFC always provided a broader forum for topics that are inherent to financial consulting.

FOUNDER'S AWARD Honored Recipients

H. Stephen Bailey, 2019

James B. Moss, 2018

Rosilyn H. Overton, 2017

Roy M Henry, 2007

John E. Gable, 2006

Jack Gargan, 1984

AMBASSADOR AWARD

This Award is bestowed on those members who have selflessly supported the IARFC mission through extraordinary efforts, of time, service, and dedication. The Ambassador Award is an International Award to be awarded by each IARFC Chapter annually.

Criteria   

IARFC Member with more than 1 year of membership.

Currently, ethically approved status or in good standing.

Successfully supported the mission of the Association with extraordinary efforts of time, service and dedication.

2020 Recipients

Nicholas Royer, MRFC®

Frederick Ostermeyer, MRFC®

Craig Lemoine, MRFC®

Honored Recipients

2019 Recipients USA – Barry L. Dayley, MRFC® Philippines – Gamalielh Ariel Benavides, RFC®

2018 Recipients USA – Michelle Blair, RFC® USA – Isabel Cooper, RFC® USA – Ric Edelman, RFC® China – Ben Liang, RFC® China – Hanying (JJ) Liang, RFC® China – Liang Tien Lung, RFC® Hong Kong /Macau – Teresa So, RFC® Hong Kong /Macau – Allan Wan, RFC® Hong Kong /Macau – Samuel W.K. Yung, RFC® Malaysia – Jeffrey Chiew, RFC® Philippines – Ralph Liew, RFC® Philippines – Ismael DL Melendres, Jr, RFC® Taiwan – Kai Tu, RFC®

MEMBER AWARD

Member Award for Dedication to Association Advancement Presented annually in appreciation to top IARFC members who have brought the most newly qualified professional consultants that join the ranks of the Association.

Recipients for 2019 First Place

Matthew Apodaca, RFC®

Second Place

Kevin Richards, RFC®

Craig A. Bane, RFC®

Third Place

Lori P. Crilley, RFC®

Derek K. Moore, RFC®

Roy Strong, RFC®

Dominque Vercaemert, RFC®

MEMBER AWARD Honored Recipients Members Award for Dedication to Association Advancement Presented annually in appreciation to top IARFC members who have brought the most new qualified professional consultants that join the ranks of the Association.

Recipients for 2018

First Place Jeremy B. Nason, RFC®

Third Place Christopher J. Dixon, RFC®

Second Place Michael Jay Markey, MRFC®

Third Place Gavin Merwin, RFC®

Third Place Brandon Setlock, RFC®

Recipients for 2017

First Place Barry L. Dayley, MRFC®

Third Place Christopher J. Dixon, RFC®

Second Place Patrick Masterson, Sr., RFC®

Third Place Christopher Dantin, RFC®

Recipients for 2016

First Place Michael D. Piershale, RFC®

Second Place Christopher D. Dantin, RFC®

Board of Trustees

H. Stephen Bailey, MRFC速 Chair

Michael Markey, MRFC速 Treasurer

Nicholas Royer, MRFC速 Vice Chair

Michelle Blair, RFC速 Secretary

Charlotte Isbell Chief Operating Officer

Chapter Leaders

Australia and New Zealand Chapter Chair George Flack, RFC® China and Taiwan Chapter Chair Liang Tien Lung, RFC® CEO Kai Yuan Tu, RFC® Hong Kong and Macau Chapter Chair Teresa So, RFC® Executive Director Allan Wan, RFC® Malaysia Chapter Chair Jeffrey Chiew, RFC® Philippines Chapter President Gamalielh Ariel "Boyet" O. Benavides, MBA, RFC® Executive Vice President Grace De Vera Escobar, RFC® Vice President Ismael Melendres, Jr., RFC® Secretary Atty. Nicasio C. Cabaneiro, RFC® Treasurer Ma. Arlene M. Baguyo, RFC® Director Cynthia Rimando, RFC® Director Allan Tamayo, RFC® US Chapter President Rick B. Stanzione, RFC® Executive Vice President Frederick C. Ostermeyer, MRFC® Vice President Lisa D. Ford, MRFC® Treasurer Bradley K. Maples, Sr., MRFC® Secretary Lemuel W. Kornegay III, RFC® Director Robert Laraia, RFC® Director Robert Miller, RFC®

International Association of Registered Financial Consultants

146 North Breiel Blvd.

Middletown, Ohio 45042 iarfc.org 800.532.9060 Founded in 1984, the International Association of Registered Financial Consultants (IARFC®) is a non-profit 501(c)6 professional association of financial consultants in the United States and Internationally. The IARFC strengthens the financial services profession through awarding of designations/credential, adherence to ethical behavior by its members, and a focus on continuing professional education. Its mission… To recognize world class financial consultants and empower them to make a transformational difference in the financial lives of the families and communities they serve. The IARFC is a 501©6.