By Bryan Lee, CFP®, MBA
The American Institute of CPAs (AICPA) recognized Strategic Financial Planning’s Josh Morris as a Personal Financial Planning (PFP) Standing Ovation Award recipient. Recipients of this award show impactful contributions to personal financial planning and are 40 years old or younger. Josh is one of five recipients of this award who were recognized at the AICPA’s ENGAGE Conference on July 24, 2020.
“The recipients of this year’s Standing Ovation honors have had an impressive impact on both the profession and their communities at a young age,” said Jeannette Koger, AICPA’s VP of Advisory Services & Credentialing.
Josh’s commitment to excellence is evident in his service to clients, contributions to Strategic Financial Planning, and desire to continuously improve the advice given to clients. He always puts the needs of others first and works to help them achieve their goals. In addition to helping clients and colleagues, Josh is part of the Dallas CPA Society’s Young Professionals Group and serves on the Professional Ethics Committee of the Texas Society of Certified Public Accountants.
Congratulations to Josh on this well-deserved honor! His work embodies the spirit of the Standing Ovation Award, and his dedication to SFP’s clients and team members shows day-in and day-out.