Directors and managers
Executive Office
Christy Callaway, MSM
Chief of Staff
College & University Relations
Philip Dawson, MBA
Director, College and University Relations
Corporate Relations
Nicholas Tarsa
Manager, Firm Programs
Center for Financial Planning
Peter Borgstrom
Development Operations Manager
Eddy Demirovic, MBA, PMP
Director, Talent Pipeline
Matt J. Goren, Ph.D., CFP®
Director, Knowledge for Practice
Dawn Harris, MBA
Director, Diversity & Inclusion
Dan Limbago, M.A.
Institutional Giving Officer
Events & Meetings
Morgan Bowles
Meetings Manager
Finance & information technology
Zach Gelnett, M.S., MCSE
Manager, Data and Analytics
Dave Mazzulla
Director, IT
Christine Rizk, CPA, MBA
Director, Finance
Human Resources
Meg Riley-Jamison, SHRM-SCP
Director, Human Resources
Pro Bono
Moley Evans, M.Ed.
Manager, Pro Bono
Professional Practice
Ibi Layi-Ojo, M.S., ICE-CCP, SPHR, SHRM-SCP
Director, Examinations
Kia Reid, M.A.
Director, Continuing Education
David Nanigian, Ph.D., MBA, CFP®
Director, Education
Eric Nepomuceno
Examinations Program Manager
Contact Center
Rodney C. Brown
Manager, Contact Center
Professional Standards & Legal
Erin Koeppel, JD
Deputy General Counsel - Adjudication
Enforcement
Matt Foster, JD
Enforcement Counsel
Erik N. Frias, JD
Director of Detection
Khiran Sidhu, JD
Enforcement Counsel
Lane Thurgood, JD, CRCP®
Enforcement Counsel
Joel Vengrin, JD
Enforcement Counsel
Adam R. Zajac, JD, LL.M.
Director of Investigations and Counsel to Managing Director of Enforcement
Marketing & Communications
August Adams, M.A.
Manager, Online Communications
Joseph Feese
Director, Public Relations
Jason Gudenius, PMP
Director, Marketing
Diana Ricciardi
Director, Public Awareness Campaign
Tim Stifel, M.A.
Director, Stakeholder Communications
Amanda Zapata
Marketing Manager