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CFP Board

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CFP Board sets and enforces standards for Certified Financial Planner certification.

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Kevin R. Keller
CEO & Director

Kevin R. Keller

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Leo G. Rydzewski
General Counsel
Christy Callaway
Chief of Staff
Maureen Thompson
VP of Public Policy
James N. Katsaounis
MD of Marketing & Communications
David Anthony Abrams
MD, Center for Financial Planning
John M. Loper
MD, Professional Practice
Joseph V. Maugeri
MD of Corporate Relations
Tom Sporkin
MD of Enforcement
Jim Dinegar
Interim MD, Center for Financial Planning
Mike Kothakota
Head of Research
Erik N. Frias
Director of Detection
Meg Riley-Jamison
Director, Human Resources
Kia Reid
Director, Continuing Education
Thomas Bell
Director, Information Technology
Lynn McNutt
Director, Executive Communications
Zach Gelnett
Manager, Data & Analytics
Rodney C. Brown
Manager, Contact Center
Moley Evans
Director Of Volunteer Engagment
Morgan Bowles
Meetings Manager
Caren J. Mintz
Manager, Accounting
Olivia Carter
Manager, Human Resources
Sebastian Belloni
Manager, Research & Analysis
Kasey Kobs
Manager, Student Engagement
Emily Dean
Senior Manager, Talent Pipeline
Matt Foster
Enforcement Counsel
Joel Vengrin
Enforcement Counsel
Khiran Sidhu
Enforcement Counsel
Lane Thurgood
Enforcement Counsel
Kate Evans Pollin
Senior Business Systems Analyst, Information Technology
Peter Borgstrom
Development Operations Manager