CFP Board Biographies

Marilyn Capelli Dimitroff, CFP®

A CFP® certificant since 1982, Marilyn Capelli Dimitroff is president of Capelli Financial Services, Inc., in Bloomfield Hills, Mich. She previously was senior vice president and private banking manager at Citizens Bank in Michigan and Illinois. She also managed Forest Financial Corporation in Chicago, Ill. Her professional affiliations have included the CFP Board’s Board of Practice Standards, the national Chapter Advisory Council of the former IAFP, and the Charles Schwab & Co. Inc. Advisory Board. She served as Chair of the Ethics Task Force that developed CFP Board’s updated Standards of Professional Conduct.
 
The Wall Street Journal, Forbes, the New York Times and other publications have quoted Dimitroff, who has appeared regularly on television and radio. Worth magazine has identified her since 1994 as one of the nation’s top financial advisers, and she has appeared on Bloomberg Press’s top 55 practicing financial advisors and Money magazine’s top 200 financial planners. She has bachelor’s and master’s degrees in mathematics from Michigan State University and Eastern Michigan University, respectively.

Chief Executive Officer

Kevin R. Keller is Chief Executive Officer of Certified Financial Planner Board of Standards, Inc. (CFP Board), the certifying and standards setting organization for personal financial planning. CFP Board has awarded CERTIFIED FINANCIAL PLANNER™ certification to more than 58,000 individuals in the U.S. who have completed CFP Board’s initial and ongoing certification requirements.

Since joining CFP Board in May of 2007, Mr. Keller has

• Directed the organization’s move in 2007 from Denver to Washington, DC, and hired its 55-member staff
• Established CFP Board as a strong advocate for consumer and investor protection by implementing a fiduciary level of accountability on those individuals who use the CFP® mark in the delivery of financial planning services and working extensively with individuals, as well as firms that employ those individuals, to ensure compliance with those standards – the highest in financial planning
• Built a public policy infrastructure to ensure policy makers understand and appreciate the benefits to the public of a credentialing model built on examination, education, experience and ethics predicated on the fiduciary duty of care – the baseline standards established by CFP Board
• Led the reengineering and implementation of the organization’s disciplinary and enforcement process to increase transparency and accountability by including “public” non-certificant volunteers on hearing panels, with the objective of assuring safeguards for the public and a fair process for certificants

Mr. Keller joined CFP Board in May 2007 after serving 16 years with the Association for Financial Professionals (AFP), a membership organization for the finance profession that provides products, education and training for treasury and corporate finance. At AFP, he held the position of senior vice president and chief operating officer for the prior seven years and had management responsibility for programs and services for the 16,000-member organization. He led the organization's strategic planning process and enhanced and grew the Certified Treasury Professional credential.

Mr. Keller has held senior staff positions at several associations and earned the Certified Association Executive (CAE) credential in 2000. He holds a B.S. in agriculture and an M.S., both from Ohio State University.