2014

Financial Planning Congress

Santa Ana Pueblo, NM | Jul. 13th - 17th

2014 FINANCIAL PLANNING CONGRESS | Top Awards

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The John P. Walsh Award 2014

Presented To

JAMES B. MOSS, CEP®, RFC®

In recognition of his unwavering determination to the expansion of the financial planning industry, his dedication to the elevation of the profession and his commitment to the help and support of his peers.  His leadership and integrity are an inspiration to us all.

The Legend Award 2014

Presented To

REBECCA C. MÜLLER, CFP®, CFS®

In recognition of her lifetime achievements, breaking down all barriers, with endless energy and boundless creativity, she has established new standards for the wealth management and financial planning industry. She is the personification of integrity, loyalty and dedication. Through her willingness to help and share with others she exemplifies our corporate motto “the more you do for others the more you do for you”.  She is an inspiration to us all.

World Leader Award 2014

Presented To

DARREN W. OGLESBY, RFC®

In Recognition of a Worldwide Individual Record of Achievement in Personal Revenue Throughout the Money Concepts International Network for the Year 2013

2014 Region of the Year


Gold Award Presented To

Bluegrass Region

In Recognition of a Outstanding Financial Institution Leadership and Dedication to Clients in All Areas of Professional Management, Including Personal Financial Planning, Team Building, Staff Training & Motivating and Business Management

Silver Award Presented To

Ohio Region

In Recognition of a Outstanding Financial Institution Leadership and Dedication to Clients in All Areas of Professional Management, Including Personal Financial Planning, Team Building, Staff Training & Motivating and Business Management

Bronze Award Presented To

Mid America Region

In Recognition of a Outstanding Financial Institution Leadership and Dedication to Clients in All Areas of Professional Management, Including Personal Financial Planning, Team Building, Staff Training & Motivating and Business Management

2014 Recruiter of the Year


Gold Award Presented To

Russ Lytle

In Recognition of Outstanding Attainment in Team Building Through Personal Leadership and Recruiting Results

Gold Award Presented To

R. Dan Greenwell, CFP®

In Recognition of Outstanding Attainment in Team Building Through Personal Leadership and Recruiting Results

Silver Award Presented To

Ruben Ruiz, ChFC®, RFC®, MSFS

In Recognition of Outstanding Attainment in Team Building Through Personal Leadership and Recruiting Results

Silver Award Presented To

James B. Moss, CEP®, RFC®

In Recognition of Outstanding Attainment in Team Building Through Personal Leadership and Recruiting Results

Bronze Award Presented To

Kenny R. Parker, RFC®

In Recognition of Outstanding Attainment in Team Building Through Personal Leadership and Recruiting Results

2014 Financial Institution Representative of the Year


Gold Award Presented To

Benjamin Pahl

In Recognition of a Outstanding Financial Institution Leadership and Dedication to Clients in All Areas of Professional Management, Including Personal Financial Planning, Team Building, Staff Training & Motivating and Business Management

Silver Award Presented To

Gerald Friedel, CFS®

In Recognition of a Outstanding Financial Institution Leadership and Dedication to Clients in All Areas of Professional Management, Including Personal Financial Planning, Team Building, Staff Training & Motivating and Business Management

2014 President of the Year

Gold Award Presented To

James Szeszulski, CFS®

In Recognition of a Outstanding Financial Institution Leadership and Dedication to Clients in All Areas of Professional Management, Including Personal Financial Planning, Team Building, Staff Training & Motivating and Business Management

Silver Award Presented To

Christopher Puffer

In Recognition of a Outstanding Financial Institution Leadership and Dedication to Clients in All Areas of Professional Management, Including Personal Financial Planning, Team Building, Staff Training & Motivating and Business Management

Bronze Award Presented To

John Hathaway, CFS®, RFC®

In Recognition of a Outstanding Financial Institution Leadership and Dedication to Clients in All Areas of Professional Management, Including Personal Financial Planning, Team Building, Staff Training & Motivating and Business Management

2014 Financial Planner of the Year

Gold Award Presented To

Christopher Passero, CPA, MA

In Recognition of Outstanding International Leadership and Dedication to Clients in All Areas of Professional Planning

Silver Award Presented To

James Szeszulski, CFS®

In Recognition of Outstanding International Leadership and Dedication to Clients in All Areas of Professional Planning

Bronze Award Presented To

Roch R. Tranel, CFP®

In Recognition of Outstanding International Leadership and Dedication to Clients in All Areas of Professional Planning

2014 New Comer of the Year

Gold Award Presented To

Kerry A. Cox

In Recognition of Outstanding Leadership In All Areas of Financial Planning During the First Full Year of Association with Money Concepts 

Silver Award Presented To

Andrew M. Panyik, CAS®, CFS®, CTS™

In Recognition of Outstanding Leadership In All Areas of Financial Planning During the First Full Year of Association with Money Concepts 

Bronze Award Presented To

Hector J. Hernandez

In Recognition of Outstanding Leadership In All Areas of Financial Planning During the First Full Year of Association with Money Concepts