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About CFP Board

Leadership & Staff

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

Executive Leadership

K. Dane Snowden

Chief Executive Officer

June Taylor, JD

Chief of Staff

Chief Financial Officer

Kathryn Berkenpas, CFP®

Chief Operating Officer

Leo G. Rydzewski, JD, CAE

General Counsel

Tom Sporkin, JD

Head of Enforcement

Chief Program Officer

Head Technology Officer

Christy Callaway, MSM

Senior Advisor to the CEO

Managing Director, Workforce

James N. Katsaounis, M.S.

Managing Director, Marketing & Communications

Erin Koeppel, JD

Managing Director, Government Relations & Public Policy Counsel

William Mann, JD

Managing Director, Adjudication

Ben Roberts, CPTD, SHRM-SCP

Managing Director, Program Development

Kevin Roth, Ph.D.

Managing Director, Research

Managing Director, Corporate Growth

Managing Director, Investigations & Counsel to the Head of Enforcement

Directors and Managers

Contact Center

Rodney C. Brown

Manager, Contact Center

Corporate Growth

Michael Donnelly, CFP®

Account Director, Corporate Growth

Beau Barnett

Senior Account Manager, Corporate Growth

Kayla Walter, CFP®

Senior Account Manager, Corporate Growth

Development

Tessa Shambaugh

Director, Development

Enforcement

Erik N. Frias, JD

Director, Detection

Andrew Friedman, JD

Senior Enforcement Counsel

Matt Foster, JD

Senior Enforcement Counsel

Melissa Handrigan

Senior Enforcement Counsel

Radiah Rondon, JD

Senior Enforcement Counsel

Lane Thurgood, JD

Senior Enforcement Counsel

Events & Meetings

Morgan Bowles

Manager, Meetings

Executive Office

Lynn McNutt

Director, Executive Communications

Finance

Christine Rizk, CPA, MBA

Director, Finance

Joanna Sibilia

Manager, Accounting

Government Relations & Public Policy

Guneev Sharma

Senior Manager, Government Relations & Public Policy

Human Resources

Meg Riley-Jamison, SHRM-SCP

Director, Human Resources

Olivia Carter

Manager, Human Resources

Aneka Deloach

Manager, Workplace Learning & Performance

Information Technology

Lynden Armstrong, MBA

Director, Technology Operations

Kathy L. Black

Director, Technology Program Management Office

Lisa Ratnavale

Director, Business Systems & Analysis

Zach Gelnett, M.S., MCSE

Senior Manager, Data & Analytics

Marketing & Communications

Cheryl Haas, MBA

Director, Marketing

Lori Loker

Director, Advertising & Public Awareness Campaign

Jane Riley Jacobsen

Director, Public Relations

Molly Balkam

Senior Manager, Marketing

Mary Ellen Dingley

Manager, Public Relations

Taru Helne

Manager, Web Communications

Miranda Savage

Manager, Marketing

Rachel L. Sheedy, CFP®

Senior Manager & Editor, Stakeholder Communications

Elizabeth Vasilogambros

Manager, Social Media

Amanda Zapata

Senior Manager, Acquisition Marketing

Program Development

Seema Naicker, CFP®

Director, Program Development, Access & Diversity

Professional Practice

Liz Lacey

Director, Certification & CE Operations

Eric Nepomuceno

Senior Manager, Examinations Program

James Taylor

Manager, Examinations

Professional Standards & Legal

Jonathan Black II, JD

Assistant General Counsel

Brian Wong, JD

Assistant General Counsel, Standards

Registered Programs

Kasey Kobs

Director, Registered Programs

Research

Eddy Demirovic, MBA, PMP

Director, Project Management

Virginia Ebbert

Senior Manager, Information Science

Sebastian Belloni

Manager, Research & Analysis

Volunteer Engagement and Pro Bono

Moley Evans, M.Ed.

Director, Volunteer Engagement

Workforce

Meredith McNeil

Manager, Talent Pipeline