2019 Board Directors

About CFP Board

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2019 Board Directors


Susan John, CFP®, Board Chair

Susan John | 2016 CFP Board

Susan MacMichael John founded Financial Focus, Inc. in 1995 as a fee-only financial planning firm to provide comprehensive planning services to northern New England professionals, retirees and families. Susan graduated from Colby Sawyer College and Plymouth State University. A career changer, she obtained her CERTIFIED FINANCIAL PLANNER™ (CFP®) IN 1989. She is a member of The National Association of Personal Financial Advisors (NAPFA), the Financial Planning Association (FPA) and a non-CPA associate member of the American Institute of CPA’s Personal Financial Planning Section.

Susan is the 2018 Chair-Elect of CFP Board and was previously a two-term Chair of NAPFA.  She continues to work toward professional standards and appropriate regulation for the professional practice of financial planning. She is an adjunct Board member of several local museums and service organizations helping them develop and grow their endowments.

Susan lives “in the woods” in Melvin Village, NH.  When she is not trying to make the world a better place, you can find her golfing, skiing or walking the dogs with her life partner, Rory.


Susan Baran, CFP®

2019-Susan-BaranSusan Baran is a vice president and senior wealth strategist with PNC Wealth Management. As an attorney, CERTIFIED FINANCIAL PLANNER™ professional, and accredited estate planner™, she provides complex advice to clients, enabling them to achieve their financial objectives. She is also an expert in planned giving. Prior to joining PNC, she spent many years in the nonprofit sector helping clients integrate charitable giving into their financial and estate planning. She has served as president of the Waukesha County Estate Planning Council and the Planned Giving Council of Eastern Wisconsin as well as a director on many other nonprofit boards. She provides pro bono legal advice to low-income clients through Legal Action of Wisconsin and Marquette Volunteer Legal Clinic.

Susan graduated summa cum laude from the University of Wisconsin – Whitewater. She received her M.S. from the University of Wisconsin – Milwaukee and her juris doctor from Marquette University Law School. She is a member of the State Bar of Wisconsin and is admitted to practice in the Eastern District of Wisconsin. She is an avid canoeist, runner and ping pong player.


Jack Brod, CFP®

Jack Brod, CFP®Jack Brod is dedicated to helping people and businesses thrive in the financial advice industry. After retiring from a senior executive role at Vanguard, where he led the development of retail advice services, he teaches, consults, mentors, serves as a Director on several Boards, and advises financial technology companies.

His career began as a financial planner and RIA in the late 1980s. It was then that he first recognized the public need and his passion for the profession of financial advice. He then became a regional leader of the RIA executive wealth advisory practice for Price Waterhouse during his time at that firm. In 1995, Mr. Brod joined Vanguard to launch the company’s first advice offering for high-net-worth retail clients - Vanguard Asset Management Services™ - ultimately leading a $20 billion wealth advisory business, which is now merged into the $50 billion Vanguard Personal Advisor Services.  In 2008, Mr. Brod was asked to lead the company’s Corporate Strategy group to help shape and form strategy for international expansion, U.S. ETF market development, intermediary distribution and new product development.  In 2011, Mr. Brod then led a major investment and business transformation in Vanguard’s Financial Advisor Services division, helping to grow the business from $300 billion to over $1.2 trillion.  As Head of U.S. Sales and Distribution to RIAs, broker dealers, and banks, Mr. Brod advocated for advisors by ensuring they had access to the products, resources, and services Vanguard could offer advice professionals to help them serve their clients and run their practices more effectively.

These experiences shaped and solidified his client-centric design philosophy and his passion for organizational culture and effectiveness.  Through his role as Vanguard’s executive sponsor of client loyalty, he became a noted expert on the Net Promoter System SM.  Mr. Brod speaks about trends in the advice field at industry conferences and in the financial news media. 

He currently serves on the Board of Directors for the Certified Financial Planner Board of Standards, Inc. and on the Board of Directors of Savant Capital Management.  Jack is a CERTIFIED FINANCIAL PLANNER™ professional (CFP®).  He is a graduate of the University of Florida and the Harvard Business School Advanced Management Program.  He and his wife, Ilene, have been married for 30 years, reside in Newtown, PA, and have two adult children.


Denise Voigt Crawford

2017-Denise-Crawford-webDenise Voigt Crawford served as the Texas Securities Commissioner for 17 years.  She was twice-elected president of the North American Securities Administrators Association and is a three-time recipient of the Blue Sky Cube, NASAA’s highest honor. Currently, Crawford serves on the Board of Directors for the National Endowment for Financial Education. She has also served on the Board of Directors for the National White Collar Crime Center; was Lead Trustee of the Investor Protection Trust; was a member of the SEC’s Consumer Affairs Advisory Committee; and was a member of the CFTC’s Global Affairs Advisory Committee. Professionally, Crawford now serves as an expert witness and consultant on securities matters. She received her juris doctor from St. Mary's University School of Law and a bachelor’s degree from the University of Texas at Austin.


Phil Cunningham

Phil Cunningham | 2016 CFP BoardPhil Cunningham is an Operating Executive at Accel-KKR within their emerging growth focused portfolio.  For over 15 years, Accel-KKR has been investing in mid-market software and technology enabled services firms with the goal of driving value for our portfolio company management teams and their employees as well as our investors. Accel-KKR has brought capital, expertise and a network of relationships to our portfolio companies, enabling them to grow faster and more profitably. Throughout the years, the firm has taken a collaborative approach to working with our management teams so that, together, we can help our companies reach their full potential. The firm has $4B in committed capital across its buyout and growth capital funds, providing for flexibility depending on the needs of our portfolio companies.

Prior to joining Accel-KKR, Phil was CEO of Advicent Solutions, a provider of SaaS technology solutions for the financial services industry.  He lead the overall strategy and vision for this global software organization.  The company’s products include web-enabled marketing communications, needs-assessment and financial planning tools. More than 250,000 financial professionals, including dozens of the world’s largest financial institutions, use Advicent’s solutions to help them grow their business, create exit barriers and stay top of mind.

Prior to Advicent Cunningham spent 5 years with Vista Equity Partners in various operating and executive roles.

Cunningham has taken on positions with increasing responsibility throughout his career, moving his way through the technology industry. Previously, he held a variety of senior leadership positions including managing director of Vista Consulting Group, the operating arm of Vista Equity Partners and senior roles with Sum Total Systems, Fidelity Investments and Automatic Data Processing.

Phil received his M.B.A. from the University of Notre Dame – Mendoza College of Business and his B.S. from Rockhurst University.

Phil is currently serving as a board member for CFP Board.  CFP Board is a non-profit organization acting in the public interest by fostering professional standards in personal financial planning through its setting and enforcement of the education, examination, experience, ethics and other requirements for CFP® certification.


Douglas S. King, CFP®

Doug King, CFP®Douglas S. King, CFP® is an accomplished professional with over 30 years in the financial services industry. As president and CEO of Prosperity Capital Advisors, LLC (PCA), Doug leads an SEC Registered Investment Adviser (RIA) firm whose mission is to support independent financial advisors across the country who are dedicated to providing holistic financial planning for American families. Doug also guides PCA’s sister company, C2P Advisory Group, LLC (C2P), which is a fiduciary-focused insurance marketing organization offering insurance products and services to advisors and agents nationwide.

Prior to joining PCA and C2P, Doug served as president and CEO of Cetera Advisor Networks, LLC (CAN), a full-service broker-dealer and Registered Investment Advisor firm that supports large producer groups (super-OSJs), advisors and financial institutions. During his five years at CAN, Doug led the firm to achieve significant growth and financial success, transforming the company into one of the largest independent broker-dealers in the U.S.

Previously, he served in a dual role as director of Merrill Lynch’s Minneapolis Complex and as Minnesota state president for Bank of America. In those roles, Doug led financial advisors serving clients across Minnesota and North Dakota, and was responsible for multiple business units including Merrill Lynch’s Private Client Group, Private Banking & Investment Group, and Middle Markets Institutional Group. He was also responsible for coordinating with the bank’s business leaders at U.S. Trust Company, Countrywide Mortgage, and Bank of America’s consumer & commercial lending and aircraft leasing divisions to grow revenue and align local market initiatives to the company’s business and corporate social responsibility strategies.

Doug began his financial services career in 1985 and joined Merrill Lynch in 1986 as a financial advisor and sales manager in Norfolk, Virginia and became one of the top advisors in that market. In 1995, he became the district sales manager of the firm’s southwest district in Phoenix, Arizona, and then went on to lead a series of regional leadership roles in Louisiana, Ohio and Minnesota.

Doug earned two bachelor’s degrees, in finance and management, from Virginia Tech and a Master of Business Administration from the University of Minnesota’s Carlson School of Management. He completed the Wharton Executive Development Program and earned his CERTIFIED FINANCIAL PLANNER™ certification from the College for Financial Planning in Denver. He holds Series 7, 9, 10, 63 and 65 securities registrations.

Doug currently serves as a director of the Certified Financial Planner Board of Standards, Inc., and as a board member of the Northern Star Council in the Boy Scouts of America. He is a member of the Financial Services Institute (FSI) and the Financial Planning Association (FPA). Previously, he served as Chairman of the Minneapolis Regional Chamber of Commerce, and coached numerous youth sports teams. Doug has been married over 30 years to his wife, Katy, and has four adult children who are all successful in their own careers and schools.


Jerron (Ron) Green, CFP®

2019 Ron Green
Ron Green is currently a Senior Vice President and Regional Manager for the Southern Region at Wells Fargo Advisors.  He received his Masters of Business Administration with a concentration in Finance from Duke University – The Fuqua School of Business.  Ron is also a graduate with honors from North Carolina State University with a Bachelor of Science in Electrical Engineering.  In addition, Ron has completed accreditation as a Certified Investment Management Analyst (CIMA) and obtained his CFP® certification in 1993. 


Edward P. Moore, CFP®

2019-edward-mooreEd Moore has been a CERTIFIED FINANCIAL PLANNER™ professional since 1991 and currently serves on the Board of Directors for the Certified Financial Planner Board of Standards, Inc. He is President of Edelman Financial Services, a Registered Investment Advisory firm whose mission is helping clients achieve their financial goals through financial education and ongoing advice and guidance. Ed started with Edelman as a Financial Planner taking care of clients prior to moving into leadership roles as the firm grew. He has served on Edelman’s Board of Directors and is a member of the Investment Committee.

Ed graduated from Virginia Polytechnic Institute and State University with a Bachelor of Science in Industrial Engineering and Operations Research. He began his career as an investment advisor in 1986 with Waddell & Reed but has been with Edelman Financial Services since 1990. Working closely with the firm’s founders, Ric and Jean Edelman, Ed has helped the firm grow from a single office to one of the most successful ensemble planning practices in the country with 43 offices across the United States and 550 employees, of whom 160 are financial planners. Ed developed and led the advisor training program for Edelman Financial Services for nearly 20 years and has trained literally hundreds of financial planners during his career.

In addition to a core belief in improving and expanding financial education for the public benefit, Ed’s passion for helping others has led him to serve as an active volunteer, advisor and supporter to several local non-profit organizations committed to providing help and assistance for less fortunate individuals and families.

He and his wife of 30-plus years, Karen, reside in the Washington DC, suburbs of Virginia and have two adult children.


Kamila McDonnough, CFP®

2019-Kamila-McDonnough
Kamila McDonnough has more than a decade of financial services industry experience and currently works in Financial Advisor Services at Dimensional Fund Advisors, supporting investment professionals throughout the Southeast and Midwest regions of the US. Prior to joining Dimensional, McDonnough worked at Vanguard in relationship management and business development roles with endowments and foundations, advisory services and ultra-high net worth clients.


Kamila previously served on the Board of Directors for Women Against Abuse and was Chief Financial Officer at the Junior League of Charlotte, Inc. She also participated in the Volunteers for VITA program in numerous roles. Kamila holds a B.A. and MBA from The Pennsylvania State University.


Latha Ramchand, Ph.D.

2019-Latha-RamchandLatha Ramchand was appointed Executive Vice Chancellor and Provost at the University of Missouri (MU) in August 2018. Previously, Ramchand served at the University of Houston where she served as dean of the C.T. Bauer College of Business. During her tenure as dean, Bauer College grew enrollment to over 6,400 students, increased retention and graduation rates, raised over $73 million in funds, and established and named three endowed Centers of Excellence. Ramchand is a CFA Charter Holder and serves on the National Small Business Development Center (SBDC) Advisory Board and the Beta Gamma Sigma Board of Governors.

Ramchand holds a Ph.D. in Business Administration (Finance) from the Kellogg Graduate School of Business at Northwestern University.


Arlene Pietranton, Ph.D., CAE

Arlene Pietranton | 2016 CFP BoardArlene Pietranton is the CEO of the American Speech-Language-Hearing Association, serving as a public member of the Board of Directors, as required by CFP Board’s Bylaws. A 2015 recipient of CEO Update’s prestigious Professional Society CEO of the Year award, Pietranton previously served as ASHA's Chief Staff Officer for Speech-Language Pathology. Previous professional positions included working in a variety of positions at The George Washington University Medical Center as well as a practicing speech-language pathologist in New Jersey and Washington, D.C. Pietranton received her Bachelor’s in biology, Master’s in speech-language pathology and Ph. D. in psychology from the George Washington University. She also holds the Certified Association Executive (CAE) designation of the American Society of Association Executives (ASAE).


Martin Schamis, CFP®

2019-Martin-SchamisMartin Schamis is Head of Wealth Planning for Janney Montgomery Scott, a regional brokerage firm based out of Philadelphia, PA with more than 750 Financial Advisors located across 110 offices. In his current role, Martin is responsible for developing and leading the strategic direction of financial planning and trust services for the firm’s retail client base. This has included the successful launch of a new financial planning technology platform designed to keep people at the center of the financial planning process.

Prior to joining Janney, Martin was with The Vanguard Group where he served in a variety of roles primarily focused on financial planning initiatives. This included redesigning Vanguard’s comprehensive financial planning offering, developing a solution connecting clients with Vanguard’s CFP® Professionals for situational advice, and improving the efficiency of their retail operations center. Prior to Vanguard, Martin worked as an advisor for Morgan Stanley.

Martin is a CERTIFIED FINANCIAL PLANNER™ professional and holds FINRA Series 7, 66, and 24 licenses. He graduated with a Bachelor’s degree in Physics and Art from the University of Delaware and received a Master of Business Administration in Finance from St. Joseph’s University. He is currently a Ph.D. student in Financial and Retirement Planning at the American College of Financial Services. He’s a member of the National Ski Patrol where he serves as a Ski Patroller. Martin lives in Phoenixville, PA with his wife Michelle and their three children.


K. Dane Snowden

K Dane SnowdenDane Snowden is the Chief Operating Officer for the NCTA - The Internet & Television Association (formerly the National Cable Telecommunications Association). Serving in this capacity, he oversees the association’s day-to-day operations as well as its planning and strategic initiatives.  Prior to NCTA, Snowden served in leadership roles at various organizations, including CTIA – The Wireless Association®, the Federal Communications Commission’s Consumer & Governmental Affairs Bureau, MissionFish.com, America’s Promise-The Alliance for Youth and the United Negro College Fund.  Snowden is a graduate of the College of William and Mary.


Natalie Wolfsen

2019-Natalie_WolfsenNatalie Wolfsen is Chief Solutions Officer at AssetMark. Prior to joining AssetMark, Wolfsen served as head of Marketing and Product Development for First Eagle Investment Management, an investment management company. Other roles in financial services include serving as the head of Product Management and Development for Pershing LLC. Wolfsen also held numerous roles with Charles Schwab Corporation, including Vice President of Equity Product Management & Development. Wolfsen holds a B.A. degree in Political Science from the University of California, Berkeley and an MB.A degree from the University of California, Los Angeles.


Kevin R. Keller, CAE

2016-Kevin-Keller-Web

Kevin R. Keller is Chief Executive Officer of Certified Financial Planner Board of Standards, Inc. (CFP Board).  Under his leadership, in support of CFP Board’s mission to benefit the public by granting the CFP® certification and upholding it as the recognized standard of excellence for competent and ethical personal financial planning, CFP Board is pursuing ambitious goals related to four overarching outcomes: increase public Awareness of CFP® professionals; increase Access by the public to the number of CFP® professionals; ensure there is Accountability of CFP® professionals; and further CFP Board’s position as the Authority in financial planning.

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

  • Grown the number of CFP® professionals in the U.S. by more than 50 percent to more than 82,000, even while strengthening the CFP® certification requirements with the addition of new capstone course and other requirements.
  • Overhauled the certification’s rules and standards with a new Code of Ethics and Standards of Conduct, which requires CFP® professionals – among other things – to adhere to a fiduciary duty at all times when providing financial advice. The new Code and Standards are effective October 1, 2019.
  • Launched its first major public awareness campaign to increase awareness of CFP® professionals, funded at about $12 million a year, which has generated consistent and significant signs of positive momentum in consumer awareness of CFP® certification.
  • Secured its reputation 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.
  • Relocated to Washington, DC and assumed a leadership role in advancing public policy positions related to financial planning that benefit the public, working in concert with other prominent financial planning organizations, and in collaboration with industry and investor protection organizations.
  • Reengineered its 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.
  • Released the Financial Planning Competency Handbook and the quarterly Financial Planning Review, both published by John Wiley & Sons, the first authoritative and seminal work that outlines the knowledge, actions and contexts associated with financial planning.
  • Transitioned the comprehensive CFP® Certification Examination to a computer-based testing format.

Mr. Keller joined CFP Board after serving 16 years with the Association for Financial Professionals (AFP), a membership organization which 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 managed 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.

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Did You Know?

Among clients who work with an advisor, 87% of those working with a CFP® professional are satisfied or very satisfied, compared with 72% of those who work with an advisor without certification.
Anyone can call themselves a “financial planner.” Only professionals who meet CFP Board’s rigorous standards can call themselves CERTIFIED FINANCIAL PLANNER™ professionals.
The 2013 Household Financial Planning Survey shows that those with a financial plan feel more confident and report more success managing money, savings and investments than those without a plan.