ACPAFP Board Members

Association of CPA Financial Planners

LYLE K. BENSON, JR.,
CPA/PFS, CFP®
PRESIDENT
L.K. Benson & Company, P.C.
1107 Kenilworth Drive, Suite 200
Baltimore, MD 21204-2186
410-4946680

Lyle is President of L.K. Benson &
Company, P.C., Baltimore, Maryland,
a practice which specializes in personal
financial planning, tax and investment
advisory services. The firm focuses on
serving the needs of high net worth
individuals and families. Lyle has been active at the AICPA in many
capacities, including serving as a member of the Personal Financial
Planning Division Executive Committee, and as past chairman of the
Personal Financial Planning Technical Conference, Investment
Planning Conference, and Retirement Conference. He has served as
a member of the National Accreditation Commission.
Lyle has extensive teaching and speaking experience, and is quoted
regularly on financial planning issues in local and national
publications, such as The Wall Street Journal, New York Times,
Fortune and Smart Money. He was named one of the Top 250
Financial Advisors in the Nation by Worth Magazine and One of the
100 Most Influential People in the Accounting Profession by
Accounting Today.. He also received the AICPA Personal Financial
Planning Division Distinguished Service Award in 1998. He is active
in numerous organizations in his community.

ROBERT C. JAZWINSKI,
CPA/PFS, CFP®
VICE PRESIDENT
JFS Wealth Advisors
1479 N. Hermitage Road
Hermitage, PA 16148
(724) 962-3200
www.jfswa.com

Bob has authored articles for a number
of publications and has spoken at state
and national financial planning
conferences. He served on national
advisory committees for Lockwood Advisors and Charles Schwab &
Co. addressing the needs of independent financial advisors for
separately managed investment accounts. He currently serves on an
advisory council for Envestnet Asset Management Co. and for TD
Ameritrade.

Jazwinski Financial Services and Bob are shareholders of National
Advisors Trust Co. (NATC), a nationally chartered trust company
designed to offer brokerage, custody, and trustee services to clients of
shareholder firms.

CONNIE A. BREZIK,
CPA/PFS, CFP®
TREASURER
Asset Strategies, Inc.
111 W. 2nd, Suite 608
Casper, WY 82601
307-266-4525

8570 E. Shea Blvd., Suite 140
Scottsdale, AZ 85260
480-607-7445
www.asset-strategies-inc.com

Connie is an investment advisor and financial planner for Asset
Strategies, Inc., located in Casper, WY and Scottsdale AZ. She is a
frequent speaker and authors a monthly column on financial planning
and investment topics. She has been quoted in many financial
magazines and newspapers including USA Today, Worth, Mutual
Funds Magazine, Financial Planning and Journal of Accountancy. She
was recognized by Worth as one of the top advisors in the country for
three years, by Accounting Today as one of the top people to know in
financial planning and by Medical Economics as a top advisor for the
past two years.
Connie has served on several committees for the Personal Financial
Planning Division of the AICPA, including the PFP Executive
Committee, and is a past chairperson of the PFP Technical
Conference. She is also active in her states as a member of the
Arizona and Wyoming CPA societies, NAPFA, FPA and the All-Star
Financial Group. She is a founding shareholder of National Advisors
Trust Company.

TED GURNIAK, CPA/PFS
SECRETARY

Ted Gurniak is senior partner of Gurniak
& Gurniak, CPA’s in Allentown, PA and
President of Gurniak Financial Advisors,
Inc. Ted has been a CPA since 1971 and
a Personal Financial Specialist (PFS)
since 1994. Ted is a member of the
American and Pennsylvania Institutes of
CPA’s, charter member of Association of
CPA Financial Planners, Inc. and
associate member of the Association of
Certified Fraud Examiners. Gurniak
Financial Advisors, Inc. is affiliated with Fiduciary Analytics and the
Foundation for Fiduciary Studies in Pittsburgh, PA. The firm adheres
to the prudent investment practices defined by these organizations
and Ted has successfully completed the Foundation’s “Advisor’s
course”. Ted’s firm was co-featured in a Journal of Accountancy
article (10/98) about CPA’s involved in investment services.
Ted graduated from Muhlenberg College, Allentown, PA and served
as an auditor for the U.S. Department of Defense prior to entering the
public accounting profession in 1969. Prior to starting his own CPA
firm in 1976, Ted was a partner in a regional CPA firm.

ALAN ROTHSTEIN, CPA/PFS
Asset Strategies, Inc.
80 W. Avon Road
Avon, CT 06001
860-673-5500
www.asset-strategies-inc.com

Alan manages the CT and NY offices
along with Kathy Norris. Alan founded
Rothstein & Company, LLC Certified
Public Accountants in 1981. Formerly,
he was a comptroller, accountant and
auditor with regional and national
CPA/investment firms.

Alan was named as one of the “100 Great Financial
Planners” by Mutual Funds magazine, and as one of the “Names to
Know in Financial Planning” by Accounting Today newspaper. Alan
was also named as one of the “Top 250 Financial Advisors in the
United States” by “Worth” magazine and he has been honored to be
the recipient of the AICPA’s Distinguished Service Award by the PFP
Division.

For over ten years, Alan has been an active and vocal supporter of the
PFS designation, working with the AICPA and State Societies through
the United States. Alan continues to be an active member of the
AICPA’s PFP Division, the Connecticut Society of CPAs, the New York
Society of CPAs and NAPFA.

MARK L. SMITH, CPA/PFS
Solutions for Wealth Management,
LLC
1605 North Convent
Bourbonnais, Illinois 60914
Phone 815-935-6636
Fax 815-935-0360
www.w-m-s.com

Mark is senior partner of Smith,
Koelling, Dykstra & Ohm, P.C., in
Bourbonnais, Illinois and managing member of Solutions for Wealth
Management, LLC, a registered investment advisor. Mark has been a
CPA since 1972 and a Personal Financial Specialist (PFS) since
1995. Mark is a member of the AICPA and Illinois CPA Society, and a
charter member of Association of CPA Financial Planners, Inc.

ACPAFP Board Members