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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 LIFETIME ACHIEVEMENT 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 Lifetime Achievement 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 Lifetime Achievement Award Criteria

Those who are considered for the Award must currently meet or have met the following criteria:

  • Hold a professional designation or credential (i.e. RFC®, MRFC®, ChFC®, CFP®, CLU®, CPA/PFS, CEBS, MSFM, MSFS, or Doctoral degree, etc.)
  • Published articles, journals, books, etc. on financial topics
  • Provided outstanding service or leadership in the financial services industry
  • Promoted or participated in 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
  • Adhered 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,  Ph.D., MRFC®  (2010 recipient)

Committee Members:
Monroe Diefendorf, Jr., RFC® (2021 recipient)
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

 



 

2021 Recipient - Monroe “Roey” Diefendorf, Jr., RFC®

With a career covering 50 years of service, Monroe has manifested Loren’s philosophy through his financial services enterprises, his books and articles, his presentations at industry conferences, an abundance of award recognitions, and by his continued educational endeavors aimed at the rising generation of financial consultants in college curriculums. 

In his personal life, family and sharing his blessings are foremost. On his list of philanthropic endeavors, most notable is his Family Foundation supporting a school in Zambia, East Africa that educates and feeds 250 children daily. Monroe figures he and his family have made over 43 combined trips over the years to the mission school to oversee the foundation’s work. Roey continues to embrace Loren Dunton’s philosophy in every aspect of dedication and zeal!

In receiving the award Roey states, “Loren Dunton was a man of great vision and to have my name mentioned in the same sentence is humbling. As a fourth-generation Consultant, at an early age, I understood the noble calling that we have as RFCs. I am so honored to accept this Lifetime Achievement Award, but for me, this is not about getting a pot of gold at the end of the rainbow. It is truly the very beginning of the responsibilities that also go along with my acceptance of this award. The responsibility is to cast a vision for the RFCs of today and those who will join our ranks in the future. Thank you, IARFC.”
 

Past Recipients

2020    Barry L. Dayley, MRFC®    
2019    Rosilyn Overton, Ph.D., MRFC®
2018    A. William Gustafson, Ph.D.
2017    Ric Edelman, RFC®
2016    Jerry W. Mason, Ph.D.
2015    Jon Rogers, Ph.D., MRFC®
2014    Lester Anderson
2014    Kai Yuan Tu, RFC®
2012    Grace De Vera Escobar, RFC®
2010    H. Stephen Bailey, Ph.D., MRFC® 
2010    Richard Wu
2009    Jack Gargan 
2009    Teresa So, Ph.D., RFC®
2008    Siak Leong Choo
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.
 

2022 Recipient – Robert Laraia, RFC®  

Bob Laraia has worked since 1985 in financial services and holds the Registered Financial Consultant (RFC®) designation from the IARFC. He has been a member of the industry’s prestigious MDRT since 1990. Since 1998 he was invited to become a member of the MDRT Court of the Table, which represents the top 3 percent of the financial services representatives. In 1999, he became an elite member of MDRT Top of the Table. 

In addition, to being part owner of his own firm NorthStar that is engaged in giving back to the community, Bob sits as a Director on the IARFC US Chapter Board. He is involved in the policy-making and active membership promotion to all prospective consultants who are looking for an Association that champions ethics, integrity, and continuing education. In seeing the need to nurture those upcoming in the profession, his firm has signed on for the second year as a Corporate Sponsor to the IARFC National Financial Plan Competition, open to college undergrads in a financial services field of study.

From his perspective of receiving the Award, he relates… “The recognition as being a Founder’s Award Recipient is indeed an honor. I have always felt that involvement in an Association in whose Mission I respect, is a worthwhile cause in which to invest my time and energy. By being a Director on the US Chapter Board, I can help make decisions that will move the IARFC forward and encourage consultants to become members. As a Corporate Sponsor to the National Financial Plan Competition, I help promote future financial professionals. Both of these causes are give-backs to an industry that has afforded me a successful career and an opportunity to serve people in gaining financial independence. In the spirit of John J. Gargan, I am deeply appreciative and thank the IARFC!”

Past Recipients

2021    Jon M. Rogers, Ph.D., MRFC®
2020    Burnett Marus, RFC® Retired
2019    H. Stephen Bailey, Ph.D., 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 Consultants. 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 years 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®

2022 Recipients

USA - Lemuel Kornegay, RFC®
USA - Brad Maples, MRFC®
USA - Gilbert Mercado, MRFC®
Philippines - Vilma Alcaraz, RFC®
Philippines - Andre Obierez, RFC®
Philippines - Olga Olis, RFC®

2021 Recipients

USA - Peter J. DArruda, MRFC®
USA - Michael J. Markey, MRFC®

USA - Rick B. Stanzione, RFC®
Philippines - Maria Arlene M. Baguyo, RFC®
Philippines - Joseph Adrian Daez, RFC®
Philippines - Grace de Vera Escobar, RFC®
 

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, RFC®

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. 
 

2021 Recipients

 
First Place
Kurt Schroeder, RFC®

Second Place
Ronnie Kaymore, RFC®

Second Place
Robert Laraia, RFC®

Second Place
Russel Luce, RFC®

2020 Recipients

1st Place - H. Stephen Bailey, Ph.D., MRFC®
1st Place - Lori P. Crilley, RFC®
1st Place - Jeremy B. Nason, RFC®
 

2019 Recipients

1st Place - Matthew Apodaca, RFC®

2nd Place - Craig A. Bane, RFC®
2nd Place - Kevin Richards, RFC®
3rd Place - Lori P. Crilley, RFC®
3rd Place - Derek K. Moore, RFC®
3rd Place - Roy Strong, RFC®
3rd 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


 

 Editor’s Choice Award

The Editor’s Choice Award recognizes outstanding achievement in contributing to the success of the publications of the IARFC. Whether in creative writing, editing, proofing, research, or editor committee participation, the recipient’s passion, talents, vision, and inspiration in achieving excellence regarding the public persona of the Association is greatly appreciated.
 

2022 Recipient

Mary Ann Redmond, MRFC®



 

2021 Recipients

Michelle Blair, RFC®

Byrce Sanders

Vicki Caplinger

 

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)

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