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About CFP Board

Leadership & Staff

Everyone at CFP Board works tirelessly to uphold CFP® certification as the standard of excellence in personal financial planning. Meet the people responsible for setting the course.


Finance and Information Technology

David Green, CPA, CGMA


Dave Mazulla

Director, IT

Roger C. Myers, Jr., CPA, MBA

Chief Financial Officer

Corporate Relations

Joseph V. Maugeri, CFP®

Managing Director, Corporate Relations


Elizabeth M. Stewart, Esq.

Chief Operating Officer

Professional Practice

Ibidun Layi-Ojo

Director, Examinations

John M. Loper, CFP®, MBA

Managing Director, Professional Practice (Education, Examination, and Experience)

Mary Kay Svedberg, Ph.D.

Director of Education

Alex Torres

Manager, Continuing Education & Experience


August Adams, M.A.

Manager, Online Communications

Jeanne G. Hamrick, APR

Director, External Communications

Gail B. Reisman, MBA

Director, Advertising & Brand

Timothy Stifel, M.A.

Director, Stakeholder Communications

Public Policy

Maureen Thompson

Vice President of Public Policy

Professional Standards & Legal

Erin Koeppel, Esq.

Director, Adjudication

Leo G. Rydzewski, Esq.

General Counsel

Adam R. Zajac, Esq.

Director, Investigations

Center For Financial Planning

D.A. Abrams, CAE

Managing Director, Center For Financial Planning

Charles R. Chaffin, Ed.D.

Director, Academic Programs & Initiatives

Eddy Demirovic, PMP

Director, Talent Pipeline

Joshua Humbert

Director, Development


Jackey Davey, PMP

Manager, Marketing

Jason Gudenius, PMP

Director, Marketing