Financial Consulting Association Recognizes Dedicated Members


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Mathew Apodaca – First Place Member’s Award

Those who refer other members to the Association stand out as believers in the importance of our values – especially when it comes to ethical behavior.” Charlotte Isbell, IARFC Chief Operating Officer,

The IARFC is a professional association where its designated and credentialed members meet stringent requirements in the area of experience, education, examination, licensing, conduct, ethics and continuing education. The Association as an entity strengthens the financial services profession through adherence to and promotion of ethical behavior and a focus on continuing education.

By encouraging others to become members, the following professional consultants have shown inspiring dedication to the Association:

  • First Place – Matthew Apodaca, RFC®
  • Second Place – Craig A. Bane, RFC® and Kevin Richards, RFC®
  • Third Place – Roy Strong, RFC®, Lori P. Crilley, RFC®, Derek K. Moore, RFC®, and Dominique Vercaemert, RFC®


“Referring members who then join the ranks of the IARFC is critical to Association growth,” stated IARFC Trustee Chair and CEO, H. Stephen Bailey, MRFC®. “Our Members Award Recipients are examples of the high level of quality of our professional practitioners. By encouraging others to seek membership, they widen the versatility and influence of the Association. I wholeheartedly thank them for their contributions.”

The top performer has the opportunity to participate in the Awards Banquet held on April 23 at the Westin Hotel in Downtown Cincinnati, OH. “The Awards Banquet is always a special evening,” continues Bailey. “Along with the Loren Dunton Memorial, Ambassador and Founder’s Awards, the Member Award honors those who work to promote the values of the Association to their peers.”

For the benefit of the consultants and the clients they serve, the IARFC began an Ethics Approved Program over three years ago. Consultants are constantly monitored for their client/prospect relationships. Any discrepancies in their financial business practices are duly noted. Those with clean records are awarded an “Ethics Approved” status visible to the public.

“Those who refer other members to the Association stand out as believers in the importance of our values – especially when it comes to ethical behavior,” commented Charlotte Isbell, IARFC Chief Operating Officer. “From them come the most important testimonials of the benefits of the IARFC for the consultant and ultimately to their clients.”

For more information about joining IARFC, visit http://www.iarfc.org.

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