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The criteria for the Leadership Awards were developed in 2003 and refined by subsequent committees. Each year these Awards are presented to the individuals who have been nominated by the members and selected by the Award Selection Committee.
1) Life Time Achievement Award
a) Tenure with the FPA or predecessor organizations for 10 years or longer
b) Recognize for service to the organization or profession
c) Local or National Organizations such as:
d) FPA, IAFP, ICFP Board
e) CFP Board
f) College of Financial Planning
g) Current Members of the FPA (but exceptions can be made for retired members)
2) Norma Severns Award for Leadership (formerly Outstanding Service)
a) Extraordinary Efforts on behalf or for the benefit of the Local or National FPA Chapter or Predecessor Organizations
b) Service performed within last 5 years.
c) Must be current FPA members
d) Board work
i) Committee work (Retreat, Symposium, Gala, Special Committee work Etc.)
ii) Chapter Administration
iii) Contribution to monthly meetings
iv) Contribution to National Retreats
v) Advancing the FPA’s mission statement locally or nationally
vi) Financial Planning Practice Recognition
3) Planner of the Year
a) Achievement recognizable with 1-5 years
b) Current FPA Members
c) Promoting Financial Planning Profession
d) Community/Charitable Work
e) Media recognition
f) Mentoring
g) Innovative Financial planning techniques/practice management
h) Individual or Firm Recognition
Not all Award winners will meet all of the criteria, but an attempt is made to try to find the best fit.
Past Award Recipients
Financial Planner of the Year Award
Elissa Buie, CFP – 2001
Eleanor K. H. Blayney, CFP – 2002
Dennis M. Gurtz, CPA, PFS, CFA, CFP – 2003
Anne Uno, EA, CFP – 2004
Mark Johannessen, CFP – 2005
Timothy W. Jones, CFP, MPA – 2006
Stephen E. Bingham, CFP – 2007
Richard E. Vodra, JD, CFP - 2008
Marjorie L. Fox, JD, CFP - 2009
Helen Modly, CFP - 2010
Michael E. Kitces, -2011
MSFS, MTAX, CFP, CLU, CHFC, RHU, REBC, CASL, CWPP
Norma Severns Leadership Award
Paul Juergensen, CFP – 2001
Glenn G. Kautt, CFP, EA – 2001
Deborah E. Voso, CFP – 2001
Karen P. Schaeffer, CFP – 2002
Stephan Q. Cassaday, CFP, CFS – 2003
Gregory D. Sullivan, CFP – 2004
Barry Glassman, CFP – 2005
Tracey A. Baker, CFP – 2006
Judy L. Redpath, CFP – 2007
Gary Altman, JD, CFP - 2008
U. Calvin Brown, MST, CFP - 2009
Mark Johannessen, CFP - 2010
Brian T. Jones, CFP - 2011
Lifetime Achievement Award
Alexandra Armstrong, CFP, CMFC – 2001
Robert Albertson, CFP – 2002
David S. Dondero, CFP – 2003
John A. MacIntyre, CFP – 2004
Lynn Hopewell, CFP – 2005
L. Edward O’Hara, Jr., CFP, EA – 2006
Patricia P. Houlihan, CFP – 2007
LeCount R. Davis, CFP - 2008
(Hoppy) Clyde G. Hohenstein, CFP - 2009
Margaret M. Welch, CFP - 2010
Karen P. Schaeffer, CFP - 2011
Financial Journalist of the Year Award
Albert B. Crenshaw – 2003
John Waggoner - 2004
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