Public Policy Council

What We Do

The Public Policy Council advises the CFP Board staff on public policy issues affecting CFP Board, its certificants and members of the public.

The Public Policy Council members regularly identify and discuss significant public policy issues. Some past topics include advocacy efforts related to:

• Retirement security policies in the United States;
• Nontraditional fees for financial planning services, such as retainers and hourly/monthly rates;
• The U.S. Department of Labor's Retirement Security Rule; and
• Title regulation of financial planners; and
• Financial Education

Public Policy Council Members

Darby Armont, CFP®, CFA®  
Executive Vice President, Wealth Management;
Richard P. Slaughter Associates, Inc. 

Allison Bishop

Matthew Boersen, CFP®, CFA®  
Managing Partner 
Straight Path Wealth Management

David Certner
Retired

Lance Cholet, CFP®  
First Vice President – Wealth Management 
UBS 

Kamilla Elliott, CFP®  
CEO and Founder 
Collective Wealth Partners 

Jack C. Harmon, CFP®  
Harmon Financial Advisors, Inc. 

Nicole Iannarone, J.D.
Assistant Professor of Law
Drexel University Thomas R. Kline
School of Law  

Joel Konigsberg, CFP®  
Managing Director 
Morgan Stanley 

Claire McHenry, J.D.
Former President, NASAA
Deputy Director – Securities Bureau
Nebraska Department of Banking and Finance 

Amy Ouellette, CFP®
VP, Retirement Services
Vestwell 

Laura Posner, J.D.
Partner
Cohen Milstein 

Fred Reish, J.D.
Partner
Faegre Drinker Biddle & Reath LLP  

Barb Roper 
Retired 

Maureen Thompson 
Retired 

Jeffrey Weekes, CFP®  
First Vice President 
Morgan Stanley 

CFP Board

Leo Rydzewski, J.D. CAE
General Counsel
CFP Board

Erin Koeppel, J.D.
Managing Director, Government Relations & Public Policy Counsel
CFP Board

Guneev Sharma
Senior Manager, Government Relations & Public Policy
CFP Board