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

2008 Members

Brian T. Borders
Borders Law Group
Washington, DC

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

James K. Conzelman
Stanford Financial Group
Washington, DC

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

Ms. Karen Schaeffer, CFP®
Schaeffer Financial, LLC
Rockville, MD

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