Volunteer Recognition

CFP Board is grateful to the many CFP® professionals and other individuals who have donated their efforts on its boards, committees and in other capacities during the past year. The following persons have given generously of their time to serve CFP Board's public mission and advance the financial planning profession.

2008 Board of Directors
Past Board of Directors Chairs
2008 Council on Education
2008 Council on Examinations
2008 Disciplinary and Ethics Commission
2008 Public Policy Council
2008 Examination Content Specialists

2008 Board of Directors
Chair
David G. Strege, CFP®, CFA®
 
Dan Candura, CFP®
Theodore R. Daniels
Marilyn Capelli Dimitroff, CFP®
Robert J. Glovsky, J.D., LLM, CFP®, CLU, ChFC
Alan Goldfarb, CFP®
Nancy Johnson Jones, CFP®
James A. Kaitz
Nancy A. Kistner, CFP®
Terry Lister, JD
Charles A. Moran, CFP®, CEBS, JD
Charles D. Robinson, CFP®

Past Board of Directors Chairs

E. Denby Brandon, Jr., CFP®, CLU, ChFC - (Chair '89-90)
H. Oliver Welch, CFP® (Chair '91-'92)
Tom L. Potts, Ph.D., CFP® (Chair '93)
Bill E. Carter, CFP® (Chair '94)
John T. Blankinship, Jr., CFP® (Chair '95)
S. Timothy Kochis, CFP® (President '95)
Donna G. Barwick, J.D., CFP® (Chair '96-'97)
Harold R. Evensky, CFP® (Chair '98-'99)
Patricia P. Houlihan, CFP® (Chair '00-'01)
Elaine E. Bedel, CFP® (Chair '02)
Fredrick E. "Rick" Adkins, CFP® (Chair '03)
David H. Diesslin, MBA, CFP® (Chair '04)
Glenn M. Pape, CFP® (Chair '05)
Barton C. Francis, CFP®, CPA/PFS, CIMA (Chair '06)
Karen P. Schaeffer, CFP® (Chair '07)
David G. Strege, CFP®, CFA® (Chair '08)

2008 Council on Education
Chair
Ivan C. Roten, PhD, CFP®
 
Jacqueline Callahan
Kacy Gott, CFP®
Mark H. Kordes, CFP®
Carolyn J. Lee, CFP®
Rosilyn H. Overton, PhD, CFP®, CRPS, RFC
Walt Woerheide, PhD, CFP®

2008 Council on Examinations
Chair
Gary A. Englund, JD, CLU, ChFC, AEP, MSFS, REBC, RHU, CFP®
 
I. Richard Ploss, CFP®, JD, CPA, MBA
Philip Fazio, CFP®, MBA
Randy Gardner, JD, LLM, CPA, CFP®
Mark J. McGaunn, CFP®, CPA
Richard Potter, CFP®, ChFC, CLU
Mark Wilson, CFP®, APA

2008 Disciplinary and Ethics Commission
Chair
Daniel B. Moisand, CFP®
 
Jack C. Harmon, CFP®
Patricia Coriden, CFP®
Yvonne Dean, CFP®
V. Raymond Ferrara, CFP®
James M. Knaus, CFP®
Edward Mora, CFP®, ChFC
W. Glenn Parker, CFP®, CIMA
Michael Ross, CFP®

2008 Public Policy Council
Brian T. Borders
Mercer E. Bullard
James K. Conzelman
Nancy Johnson Jones, CFP®, AIF®, CSCP™
Ron Klink
Terry L. Lister
Ms. Karen Schaeffer, CFP®
Mark J. Ugoretz

2008 Examination Content Specialists
David Ashby, CFP®
Eleanor Blayney, CFP®
David Cordell, CFP®
Yvonne Dean, CFP®
Kara Elbert, CFP®
Phil Fazio, CFP®
Bill Guthrie, CFP®
Michael Haller, CFP®
Jeanie Harrell, CFP®
Craig Lemoine, CFP®
Rick Mayo, CFP®
John Molster, CFP®
Diane Pearson, CFP®
Richarrd Rysiewski, CFP®
Milana Simik, CFP®
Clyde Thomas, CFP®
Hong Tran, CFP®
Dr. Geoffrey Vanderpal, CFP®
Dr. Walt Woerheide, CFP®

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