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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 and 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, Investigations and 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 of 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, CRCP®

Senior Enforcement Counsel

Events & Meetings

Morgan Bowles

Manager, Meetings

Finance

Christine Rizk, CPA, MBA

Director, Finance

Joanna Sibilia

Manager, Accounting

Government Relations & Public Policy

Guneev Sharma

Senior Manager, Government Relations and 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

Director, Technology Operations

Kathy L. Black

Director, Technology Program Management Office

Lisa Ratnavale

Director, Business Systems and Analysis

Zach Gelnett, M.S., MCSE

Manager, Data and Analytics

Kate Evans Pollin

Senior Business Systems Analyst, Information Technology

Marketing & Communications

Cheryl Haas, MBA

Director, Marketing

Lori Loker

Director, Advertising and Public Awareness Campaign

Lynn McNutt

Director, Executive & Stakeholder Communications

Jane Riley Jacobsen

Director, Public Relations

Molly Balkam

Senior Marketing Manager

Mary Ellen Dingley

Manager, Public Relations

Miranda Savage

Manager, Marketing

Rachel L. Sheedy, CFP®

Senior Communications Manager/Editor

Elizabeth Vasilogambros

Manager, Social Media

Amanda Zapata

Senior Manager, Acquisition Marketing

Program Development

Seema Naicker, CFP®

Director, Program Development, Access & Diversity

Project Management

Eddy Demirovic, MBA, PMP

Director, Project Management

Professional Practice

Johel Brown-Grant, Ph.D.

Director, Education

Liz Lacey

Director, Continuing Education/Experience

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

Research

Virginia Ebbert

Senior Manager, Information Science

Sebastian Belloni

Manager, Research and Analysis

Volunteer Engagement and Pro Bono

Moley Evans, M.Ed.

Director of Volunteer Engagement

Workforce

Meredith McNeil

Manager, Talent Pipeline

Kasey Kobs

Senior Manager, Workforce

Erika Matthews

Manager, Student Engagement