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.

Featured Member: 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. Click here to read the full profile.

Chuck Rylant, CFP®
A former police officer, Chuck uses his street smarts and financial expertise to help his clients achieve their goals and live meaningful lives.

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.  

Mark Folgmann, ChFC

This former commissioned planner made the change to fee-only planning and used the ACA System™ to help build a lucrative practice.

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.