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.
Staff
Finance and Information Technology
David Green, CPA, CGMA
Controller
Dave Mazulla
Director, IT
Roger C. Myers, Jr., CPA, MBA
Chief Financial Officer
Corporate Relations
Joseph V. Maugeri, CFP®
Managing Director, Corporate Relations
Sara White
Manager, Firm Relations
Rhonda Cromwell, CFP®, CPA
Manager, Corporate Diversity and Inclusion
Operations
Elizabeth M. Stewart, Esq.
Chief Operating Officer
Professional Practice
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
Communications
August Adams, M.A.
Manager, Online Communications
Gail B. Reisman, MBA
Director, Advertising & Brand Engagement
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
Manager, Programs & Operations
Marketing
Jackey Davey, PMP
Manager, Marketing
Jason Gudenius, PMP
Director, Marketing