Success Stories

ACP delivers excellence to empower you for success. Many advisors join ACP for the systems and tools, but they stay because of the thriving community of professionals created by the unique culture at ACP. Our members credit these rich resources as the building blocks of their success.

Whether you are starting your own practice or transitioning to a fee-only firm, we understand how to tailor our programs to cater to your goals and meet your specific needs. Several members shared their experiences with ACP and how they have found success with the support from the organization.

Read our member success stories to see what to expect from your future at ACP. Inquire today to see how ACP works for you!


Featured Success Story of the Month

ACP Member, Troy Van Haefen, CFP®, Von Haefen Financial Management had his profile published in ThinkAdvisor article, The Big Switch: From Country Musician to Financial Advisor.

 Steven Clark  Lois Basil Kenneth_Robinson.jpeg Kenneth Robinson
Kathleen Rehl


John Einberger

Edward Fulbright - Profile Edward Fulbright
Jill Gianola JoAnne Paynter Steve Cruice Headshot Steve Cruice
Brian Shea  Doug Taylor Jeff_McClarren_cropped.png Jeff McClarren
Greg Pierce   Sheila Padden thumbnail image Kelly Adams


Jim Davis

David Gardner Ross Schmidt - Success Story Ross Schimdt