Member Success Stories
Every ACA member defines success in his or her own terms and each has a story to tell. We wish we could share every story here, but we have to settle for just a few at a time.
As Lois works on converting her accounting practice to a financial planning firm she is implementing systems to make her business more scalable in the future.
Kevin Jacobs, EA, CFP®
Kevin epitomizes the concept of working “in” the business as well as working “on” the business. He balances client work while running an efficient practice and is not afraid to try new things.
Kathleen Rehl, Ph.D., CFP®
The loss of Kathleen's husband helped awaken a calling to provide widows with a resource to help and comfort them in their time of need.
Brian Shea, CFP®
Brian used the ACA System™ to jump start his practice and now enjoys a business that fits his desired lifestyle and vision of success.
Ryan McClung, CPA/PFS
Ryan used the skills he gained as a marine to build a thriving wealth management and accounting firm.
Rob Abbott, ChFC, CLU, MSFS
Rob incorporated the ACA System into his established AUM practice to provide comprehensive, holistic planning services.
Elizabeth Barrett, MA, CFP, AIF
Seeing a need for unbiased financial advice among her clients, Elizabeth made a career shift from a psychotherapist to financial planner.
Jeff Augustine, CFA, CFP®
Jeff successfully leveraged his financial background to pursue a career as a comprehensive fee-only financial advisor.
Judy McNary, MBA, MS
Judy's dissatisfaction with her own financial advisor sparked her entrepreneurial spirit and led her to open her own financial planning practice.
Jill Gianola, MS, MBA, CFP®
In addition to enjoying a successful career as a writer, speaker and college instructor, Jill has built a thriving fee-only financial planning practice using the ACA System™.
Phil Watson, CFP®, MS
Phil tapped into his experience as a musician and his father's solid work ethic to construct a practice that serves a unique niche where clients come first.
Jo Anne Paynter, CFP®
After leaving the CIA for a less stressful life, Jo Anne built a thriving and fulfilling practice where she considers her clients to be friends.
Richard Salmen, CFP®, EA, CFA
Richard followed the core ACA System™ to build his practices but the flexibilty of the system has allowed him to customize it to his unique practice style.
Doug Taylor, CFP®, CPA/PFS
Doug’s focus on “keeping things simple” helped him accomplish his dream of running an independent practice.