The Personal Finance Society (PFS) has announced the appointment of Carla Brown, the chief executive of Oakmere Wealth Management, as its new president. Brown, who has been a board member of the PFS and recently served as vice president, succeeds Anthony Ward. Her presidency marks a significant milestone for the PFS, as she brings extensive experience and a strong vision for the future of the financial planning profession.
A New Era of Leadership
Carla Brown’s appointment as president of the PFS is a testament to her dedication and expertise in the financial services industry. With over 25 years of experience, Brown has been a prominent figure in financial planning, known for her commitment to education and professional development. Her leadership is expected to bring fresh perspectives and innovative strategies to the PFS.
Brown’s journey in the financial sector began with the founding of Oakmere Wealth Management in 2012. Under her leadership, the firm has grown significantly, earning a reputation for excellence and client-centric services. As a chartered financial planner, Brown has consistently advocated for higher standards and continuous learning within the profession.
In her new role, Brown aims to foster a culture of collaboration and knowledge-sharing among PFS members. She believes that by working together, financial planners can achieve greater success and make a positive impact on their clients’ lives. Her vision includes initiatives to enhance professional education and promote ethical practices across the industry.
Building on a Strong Foundation
Anthony Ward, the outgoing president, has left a lasting legacy at the PFS. During his tenure, Ward focused on strengthening the organization’s governance and expanding its member services. His efforts have laid a solid foundation for Brown to build upon as she takes on the presidency.
Ward’s contributions to the PFS have been widely recognized and appreciated. He played a crucial role in navigating the organization through challenging times and ensuring its continued growth. His dedication to the profession and his commitment to supporting PFS members have set a high standard for future leaders.
Brown has expressed her gratitude for Ward’s leadership and emphasized the importance of continuity in the PFS’s mission. She plans to continue many of the initiatives started by Ward while introducing new programs to address emerging challenges in the financial planning landscape. Her focus on education and professional development aligns with the PFS’s core values and mission.
A Vision for the Future
As the new president, Carla Brown has outlined her vision for the future of the PFS. She believes that education and continuous learning are key to the profession’s success. Brown’s presidential theme for the year is centered around these principles, with a focus on creating opportunities for professional growth and development.
Brown’s vision includes expanding the PFS’s educational programs and resources to ensure that members have access to the latest knowledge and best practices. She aims to create a supportive community where financial planners can share insights and learn from each other. By fostering a culture of collaboration, Brown hopes to elevate the standards of the profession and enhance the value of financial planning services.
In addition to education, Brown is committed to promoting ethical practices and maintaining the highest standards of professionalism. She believes that trust and integrity are the cornerstones of the financial planning profession, and she is dedicated to upholding these values in all aspects of her presidency. Her leadership is expected to inspire PFS members to strive for excellence and make a positive impact on their clients and the wider community.
