Certified Financial Planner Board of Standards, Inc.
 
 
 
CERTIFIED FINANCIAL PLANNER™ Professional
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Staff Directory

The staff of CFP Board is dedicated to the organization's mission and core objectives. Please contact us if you need assistance.

Executive Leadership

Chief Executive Officer
Kevin R. Keller, CAE
202-379-2202
kkeller@cfpboard.org

Executive Assistant to the CEO
Tammy L. Turner
202-379-2202
tturner@cfpboard.org

Business Development & Marketing

Managing Director, Business Development and Marketing
Tom Crowder
202-379-2250
tcrowder@cfpboard.org

Director of Business Development
Joseph V. Maugeri, CFP®
202-379-2254
jmaugeri@cfpboard.org

Marketing Manager
Paul Horenkamp
202-379-2255
phorenkamp@cfpboard.org

Marketing Manager
Meg Losty McGurn
202-379-2258
mlosty@cfpboard.org

Examinations, Education & Talent

Managing Director, Examinations, Education & Talent
Michele W. Warholic, Esq., CAE
202-379-2210
mwarholic@cfpboard.org

Director of Examinations
Steven E. Barkley, CAE
202-379-2233
sbarkley@cfpboard.org

Director of Information Technology
Robert C. (Bob) Nedbal
202-379-2263
bnedbal@cfpboard.org

Contact Center Manager
Brian A. Pfeiffer
202-379-2270
bpfeiffer@cfpboard.org

Education & Qualifications Manager
Vanessa Williamson, CAE
202-379-2211
vwilliamson@cfpboard.org

Meetings Manager
Carol A. McDougall
202-379-2207
cmcdougall@cfpboard.org

Registered Program Manager
Charles R. Chaffin, Ed.D.
202-379-2218
cchaffin@cfpboard.org

Office Services Administrator
Michael Middleton
202-379-2209

mmiddleton@cfpboard.org

Professional Standards & Legal

Managing Director, Professional Standards & Legal
Michael P. Shaw, Esq.
202-379-2230
mshaw@cfpboard.org

Public Policy & Communications

Managing Director, Public Policy & Communications
Marilyn Mohrman-Gillis, Esq.
202-379-2236
mmohrman-gillis@cfpboard.org

Director of Public Relations
Dan Drummond
202-379-2252
ddrummond@cfpboard.org

Director of Stakeholder Communications
Timothy Stifel
202-379-2251
tstifel@cfpboard.org

Public Policy Counsel
Sumeera Younis
202-379-2237
syounis@cfpboard.org

Project Manager, Public Policy & Communications
Eddy Demirovic
202-379-2253
edemirovic@cfpboard.org

Call CFP Board Toll-Free At: 800-487-1497