About Us
We started out as a small group of young CPA financial planners who came together at the annual AICPA Advanced PFP Conference. We recognized a lack of other young professionals at this conference and joined together to help change that. Our aim is to build a community of young advisers where we can share ideas, communicate about important topics, help each other overcome challenges and advance our careers. Our members typically have a technical background but you do not need to be a CPA to join us. We are just starting out on this journey and would love to hear from you and find out how we can help you!
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AICPA
We are an AICPA backed organization here to help develop the next generation of leaders in the financial planning world.
Under 40
Everyone in our group is under 40 years of age but there is no minimum experience requirement.
Community
We hope to build strong and long-lasting personal and professional relationships that will help us all grow not just our business but in our personal lives as well.
Founding Members
Chris Benson
L.K. Benson & Company,
Baltimore, MD
David Oransky
Laminar Wealth,
St. Louis, MO
Mark Astrinos
Libra Wealth,
San Francisco, CA
Chris Kowal
Homrich Berg,
Atlanta, GA
What's New?
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