HOME  >  EDUCATION & EVENTS  >  AWARDS

AWARDS

Recognition for achievement benefits everyone. The IARFC seeks out those leaders whose dedication and commitment have made their Association great. Members are publicly appreciated for their long time membership and their importance to the financial community. These awards are presented on an annual basis.

LOREN DUNTON MEMORIAL AWARD

In commemoration of Loren Dunton’s achievements, the IARFC honors IARFC members who have made significant contribution to the industry supporting Dunton’s vision.
 

FOUNDER’S AWARD

In honor of the IARFC Founder John J. Gargan, this tribute is presented to IARFC members who have delivered significant service to the operations and growth of the Association.
 

AMBASSADOR AWARD

Presented to IARFC members (both US and Internationally) who have selflessly supported the IARFC mission through extraordinary efforts of time, service and dedication.


 


MEMBER AWARD

Presented annually in appreciation to top IARFC members who have referred the most newly qualified professional consultants who join the ranks of the Association.

 
Click to review the history. 
 
 

LOREN DUNTON MEMORIAL AWARD

Generally regarded as the “Father of Financial Planning”, Loren Dunton organized financial professionals in the late sixties and with their help created the financial planning movement. Dunton developed associations, magazines, colleges, university programs and foundations. He used his experiences to frankly explain what all financial advisors now recognize - that the ethical sales of financial products and the delivery of competent advice is a noble calling. Loren Dunton was a man of vision who cared deeply about both financial consultants and consumers. The Loren Dunton Memorial Award was first conferred in 2000 at the IARFC Financial Advisors Forum. The selection committee has strived to honor consultants who have demonstrated effectiveness in carrying the message of responsible financial stewardship to the public, and have high ethical and professional standards.

Loren Dunton Memorial Award Criteria

  • Professional designation or credential holder (i.e. RFC®, MRFC®, ChFC, CFP, CLU, CPA/PFS, CEBS, MSFM, MSFS, or Doctoral degree, etc.)
  • Minimum of 5 years or more in financial practice or firm
  • Published author on financial topics (articles, journals, books, etc.)
  • Outstanding leader or service provider 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 adhering to the IARFC’s Code of Ethics, and have a sound record of business integrity with no suspension or revocation of any professional license

Loren Dunton Award Committee

The Dunton Award Committee is comprised of past recipients.
Chair: H. Stephen Bailey, MRFC®  (2010 recipient)

Committee Members:
Barry L. Dayley, CFP®, MRFC® (2020 recipient)
Rosilyn H. Overton, Ph.D., MRFC® (2019 recipient)
A. William Gustafson, Ph.D. (2018 recipient)
Ric Edelman, RFC® (2017 recipient)
Jerry W. Mason, Ph.D. (2016 recipient)
Jon M. Rogers, Ph.D., MRFC® (2015 recipient)
Bill Carter (2006 recipient)

Staff Liaison: Charlotte Isbell

 



 

2020 Recipient - 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 Money Concepts rep audiences.

Past Recipients

2019   Rosilyn Overton, PhD, MRFC®
2018    A. William Gustafson, Ph.D.
2017    Ric Edelman, RFC®
2016    Jerry W. Mason, Ph.D.
2015    Jon Rogers, MRFC®
2014    Lester Anderson
2014    Kai Yuan Tu, RFC®
2012    Grace De Vera Escobar, RFC®
2010    H. Stephen Bailey, MRFC® 
2010    Richard Wu
2009    Jack Gargan 
2009    Teresa So, Ph.D., RFC®
2008    Choo Siak Leong
2008    Mehdi Fakarzadeh
2007    Ralph Liew
2007    John P. Walsh
2006    Bill E. Carter
2006    Samuel Yung, RFC®
2005    Jeffrey Chiew, RFC®
2005    Edwin P. Morrow, II
2004    Vernon D. Gwynne
2004    Liang Tien Lung, RFC®
2003    Alexandra Armstrong
2002    John B. Keeble
2001    Donald Ray Haas
2000    Ben Baldwin 

Download The Dunton Award Nomination Form and Criteria



FOUNDER'S AWARD

This Award is made in honor of the founder of the IARFC, John J. Gargan. It is presented to persons who have delivered significant service to the operation and growth of the International Association of Registered Financial Consultants.

  • Past or present Board Director, Officer, or Committee Member
  • Professional designation or credential holder awarded by the IARFC
  • Clean regulatory record
  • Member of good standing for a minimum of 5 years
  • Adhere to the IARFC Code of Ethics
  • Most importantly, they must have contributed to the growth of the IARFC membership by referring members and by holding or attending events that additionally help expand (above and beyond) the visibility of the Association.
 

2020 Recipient – Burnett Marus, RFC® 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 RFC® 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.

 

Past Recipients

2019    H. Stephen Bailey, MRFC®
2018    James B. Moss, RFC®
2017    Rosilyn H. Overton, Ph.D., MRFC®
2007    Roy M. Henry
2006    John E. Gable
1984    Jack Gargan
 

Download The Founder's Award Nomination Form

 

AMBASSADOR AWARD


The Ambassador Award is bestowed to those persons who endeavor to represent their Chapter in carrying out the mission of the International Association of Registered Financial Consultant. Each IARFC Chapter may award up to 3 Awards annually.

Ambassador Award Criteria
Those who are considered for the Award must currently meet or have met the following criteria:
  • IARFC Member with more than 3 year of membership
  • 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
  • Successfully supported the goals of the Association and has served with extraordinary efforts of time, service and dedication

Ambassador Award Committee
Chair: Jon M. Rogers, Ph.D., MRFC®

2020 Recipients

USA - Nicholas Royer, MRFC®

USA - Craig Lemoine, MRFC®

USA - Frederick Ostermeyer, MRFC®

 

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 – JJ Liang

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®

 

Ambassador Award - Selected by each individual Chapter

 

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
Craig A. Bane, RFC®

Second Place
Kevin Richards, RFC®

 

Third Place
Lori P Crilley, RFC®

Third Place
Derek K. Moore, RFC®

Third Place
Roy Strong, RFC®

Third Place
Dominque Vercaemert, RFC®

 
 

2018 Recipients

1st Place - Jeremy B. Nason, RFC®

2nd Place - Michael J. Markey, MRFC®

3rd Place - Christopher J. Dixon, RFC®
3rd Place - Gavin Merwin, RFC®
3rd Place - Brandon Setlock, RFC®

 

2017 Recipients

1st Place - Barry L. Dayley, MRFC®

2nd Place - Patrick Masterson, Sr., RFC®

3rd Place - Christopher J. Dixon, RFC®
3rd Place - Christopher D. Dantin, RFC®

 

2016 Recipients

1st Place - Michael D. Piershale, RFC®

2nd Place - Christopher D. Dantin, RFC®

Download The Member Referral Form

 

Award Winners (Dunton, Founder’s, Ambassador, First Place Member): will receive the following: 
One (1) free registration to the IARFC Annual Meeting/Conference
One (1) round trip coach airfare (maximum $500) to Annual Meeting/Conference during the event dates. (US Chapter Only)
One (1) night of lodging during Annual Meeting/Conference
(subject to change)