The Public Policy Council serves an advisory role on public policy issues affecting CFP Board, CFP® certificants and members of the public.

2009 Members

Chair
Karen Schaeffer, CFP®
Schaeffer Financial, LLC
Rockville, MD

Brian T. Borders
Borders Law Group
Washington, DC

Mercer E. Bullard
University of Mississippi School of Law
Oxford, MI

Nancy Johnson Jones, CFP®, AIF®, CSCP™
HighTower Advisors
Chicago, IL

Ron Klink
Ron Klink & Associates
Washington, DC

Terry L. Lister
Waddell & Reed, Inc.
Shawnee Mission, KS

Mark J. Ugoretz
ERISA Industry Committee (ERIC)
Washington, DC