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June 26, 2025
2025 was our first full year of offering a new designation program: the Tax Planning Certified Professional™ (TPCP™).
With tax-informed financial planning in growing demand amid financial uncertainties and a changing world, the TPCP™ Program was created to provide financial professionals with a long-term view of the impact of taxes on clients’ financial goals and how to minimize their burden.
The program was a tremendous success, and professionals from across the country answered the call, exceeding Zoom capacities and making headlines for taking on this groundbreaking designation. As TPCP™ holders know and others soon will learn, a strong understanding of tax policy and regulations can improve all aspects of financial planning. From retirement planning or special needs planning to legacy and estate planning, tax planning touches all components of a client’s comprehensive financial planning.
The TPCP™ Inaugural Class
Below is an ongoing list of all those who earned their TPCP™ designation in 2025, becoming the first financial professionals to hold the designation and demonstrating their commitment to ongoing learning and superior client service.
- Robert Alderfer, JD, CFP®, MSFS, WMCP®, QPFC, CAIA®, TPCP™
- Michael Bins, CFP®, RICP®, TPCP™
- Kay Blunck, CFP®, CAP®, CRPC®, ChFC®, AEP®, TPCP™
- Kathleen Cashatt, CFP®, CPA, PFS, TPCP™
- Jonathan Davis, CFA®, CFP®, CTFA™, ChFC®, TPCP™
- Harris Doobrow, CFP®, TPCP™, RICP®, ChFC®, MBA
- Wendy Dudley, ChFC®, TPCP™
- Cole Ferrier, MSFP, ChFC®, RICP®, TPCP™
- Nolin Frias, CFP®, CPWA®, TPCP™, CIMA®, CSRIC
- Gregory Harris, JD, MBA, TPCP™
- Stuart Hunsicker, CFF®, ChFEBCSM, CEPA®, ASBC®, TPCP™, NSSA®, IRMAACP
- Steven Kibbel, CFP®, ChFC®, RICP®, CLU®, TPCP™
- John Knoll, CFP®, ChFC®, RICP®, TPCP™
- Abduhl Mashhoon, CFP®, TPCP™, CEPA®, CRPSSM
- Brian McKinney, CFP®, RICP®, TPCP™
- Brad Pistole, RICP®, TPCP™, CFF®, CAS®, IRMAACP
- Clark Randall, CFP®, MJur, AIF, CRPC®, CLU®, AEP®, RSSA®, TPCP™
- Christopher Reddick, CFP®, RICP®, TPCP™
- Robert Smith, TPCP™
- Christopher Sparks, CLU®, ChFC®, RICP®, CRPC®, TPCP™
- Louis Spence, CFP®, RICP®, TPCP™
- William Spencer, CFP®, TPCP™, CFT™, FBS®
- Sima Tamaddon, CFP®, ChFC®, RICP®, TPCP™
- Benjamin Wacek, CFP®, CKA, TPCP™
- Rock Wang, TPCP™
- Todd Yeiter, CFP®, CASL®, CEPA®, ChFC®, CLU®, TPCP™
- Andrew Barnes, TPCP™
- Andrew Spafford, ChFC®, ChSNC®, TPCP™
- Aric Jacobson, JD, LLM, CFP®, TPCP™
- Ashley Thon, JD, CLU®, TPCP™
- Brandon Schumacher, CFP®, TPCP™
- Charles Lewandowski, CFP®, TPCP™
- Daniel VanDusen, CFP®, TPCP™
- David Lynch, TPCP™
- Devon Rauth, CFP®, TPCP™
- Dustin Burns, TPCP™
- Edward Rossi, CFP®, CPWA®, CTS™, CES™, NSSA®, TPCP™
- Elizabeth Marks, CLU®, ChFC®, TPCP™
- Eric Bronnenkant, CPA, CFP®, TPCP™
- Eric Sachetta, ChFC®, CFP®, TPCP™
- John Depaola, BFA, ChFC®, CFP®, TPCP™
- John Knoll, ChFC®, CFP®, RICP®, TPCP™
- Jon Maitz, ChFC®, ChSNC®, CLU®, ChSNC®, RICP®, TPCP™
- Joseph Alfonso, CFP®, ChFC®, EA, RICP®, RSSA®, TPCP™
- Joseph RoosEvans, CTFA®, AEP®, CFP®, RICP®, ChFC®, CLU®, CLF®, CASL®, MBA®, CAPP®,CWPP®, CASL®, WMCP®, TPCP™
- Josh Hill, TPCP™
- Julio Lopez-Brito, MBA, RICP®, TPCP™
- Keyana Russ, CFP®, RICP®, TPCP™
- Maimoona Ahmed, TPCP™
- Mark Werner, CFP®, ChFC®, CLU®, RICP®, TPCP™
- Mary Rosai, CFP®, TPCP™
- Matthew McManus, TPCP™
- Matthew Ramaekers, CFP®, ChFC®, TPCP™
- Matthew Sumrall, CFP®, ChFC®, TPCP™
- Michael Cutbirth, CRPC®, CFP®, ChFC®, CLU®, RSSA, TPCP™
- Miguel Delgado Rivero, TPCP™
- Osvaldo Morales, JD, MSFS, ChFC®, CLU®, TPCP™
- Peter Dillon, CFP®, TPCP™
- Robert Bennett, CFP®, ChFC®, RICP®, CLU®, WMCP®, TPCP™
- Robert Hope, CFP®, TPCP™
- Samuel Katuzienski, CFP®, TPCP™
- Steve Boeckmann, CFP®, ChFC®, CRPC®, TPCP™
- Wai Ngan Yu, CFP®, TPCP™
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