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Executive Director

Lynda McColl, CRFA, CPA

501 N. Mustang Road, Suite D1

Mustang, OK  73064

(405) 376-9976

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             CRFA Certification Coordinator    

Linda Lee

501 N. Mustang Road, Suite C3 

Mustang, OK  73064

(405) 830-8025

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SCRFA Board Members

CRFA Board Members

Albert DiVirgilio, President

Steve Hamant, Vice-President

VP Marketing - Leonard Quimby

VP Membership - Chuck Price

Vacant - Secretary

Vacant - Treasurer

Vacant - Member-at-Large 

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

Eric Stapp - Public Member

Jack Mercica - Chairman

Roy Blume - Public Member

Irene Truong - Public Member

Sal Pena- Subject Matter Expert

CRFA Disciplinary and
Appeals Board

Jack Mercica - Chairman

Al Penry - Subject Matter Expert

Tim Cooper - Subject Matter

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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.



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:


CRFA 2011 Annual Report


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© 2008 Certified Retirement Financial Advisor™ | 888-880-2732 |
The Society of Certified Retirement Financial Advisors is not affiliated with the CFA Institute

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