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.


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


In honor of the IARFC Founder John J. Gargan, this tribute is presented to financial professionals who have delivered significant service to the operations and growth of the Financial Services Industry.


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



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. 


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, 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



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 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, PhD, 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    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


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.

2021 Recipient – Jon M. Rogers, Ph.D., MRFC®  

Jon M. Rogers, Ph.D., MRFC® of Rogers Financial Group, is a longtime member of the IARFC and outstanding contributor of service to the Association. His past involvement has been in a significant role in the leadership of the IARFC serving on the Board of Directors for multiple terms, performing as Master of Ceremonies at IARFC events, presenting to members at meetings, assisting with Public Relations, fundraising for the National Financial Plan Competition, and contributing to the IARFC Register publication not to mention an ardent IARFC cruise traveler and conference attendee. In addition, he carries his own firm’s family philosophy to the IARFC Staff and is consistently available for consultation, sage advice, and volunteer tasks.


Past Recipients

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



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®

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 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. 

2020 Recipients

First Place
H. Stephen Bailey, Ph.D., MRFC® 
First Place
Lori P. Crilley, RFC®

First 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.

2021 Recipients

Michelle Blair, RFC®
IARFC Trustee Secretary
Byrce Sanders
Perceptive Business Solutions Inc.
Vicki Caplinger
IARFC Membership Services

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)