About Us

Executive Positions 
Lynda McColl, CRFA, CPA — Executive Director
501 N. Mustang Road, Suite D1
Mustang, OK  73064
(405) 376-9976
Lynda@crfa.us

Linda Lee — CRFA Certification Coordinator
501 N. Mustang Road
Mustang, OK  73064
(405) 830-8025
Certification@crfa.us

Debbie Luecht — Certification Manager

SCRFA Board Members
Leonard Quimby – President
Joe Webb – Vice-President
Chris Kline – Secretary
Kevin Swanson – Member-at-Large
Dale Cazes – Public Member

SCRFA Retirement Academy Education Board
Dr. Rafeek Mikhail – Chairman of Education Division
Lynda McColl – Executive Director and Subject Matter Expert
Greg Weisheit – Subject Matter Expert
Jeff Fleming – Instructor
Jerome Chenevert – Contractor – On-line Instruction Designer

CRFA Board Members
Jack Mercica – Chairman
Jay Cox – Subject Matter Expert
Paul Cochran – Subject Matter Expert
Roy Blume – Public Member
Irene Truong – Public Member

CRFA Disciplinary and Appeals Board
Jack Mercica – Chairman
Al Penry – Subject Matter Expert
Tim Cooper- Subject Matter Expert

Society Of CRFA™
A training and credentialing organization preparing and qualifying financial advisors to advise, manage and consult with retirees on maximizing their financial opportunities, financial comfort and financial peace of mind.

Mission of the Society

ETHICS, STANDARDS AND DISCIPLINARY PROCEDURES
CRFA Certificants are held to strict ethical standards. The disciplinary procedures of the CRFA Board have been devised to ensure a fair and reasonable process for a CERTIFIED RETIREMENT FINANCIAL ADVISOR™ professional against whom allegations of Code of Ethics violations are brought.
To review our Disciplinary Rules and Procedures, click on this link:

Disciplinary Rules & Procedures

CRFA 2011 Annual Report 

CRFA 2011 Annual Report

 

Find a CRFA Near You:


Contact Us

Telephone

1-888-880-CRFA (2732)

Fax

405-376-1455

Fax (2)

405-376-2650

Certified Retirement Financial Advisors

501 North Mustang RD.
Suite D1
Mustang, OK 73064

PO BOX

P O Box 453
Mustang, OK 73064
USA