Individual Donors

Individual Donors are essential in our efforts to create lasting change within the financial planning profession.

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Thank you to the following individuals who have generously supported CFP Board Center for Financial Planning with gifts and pledges.

Lifetime Giving Circles

Founder's Circle ($1M+)

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The Deena Jo Heide-Diesslin Foundation, David H. Diesslin, CFP®, MBA, Chairman

Visionary Circle ($500,000 - $999,999)

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V. Raymond Ferrara, CFP®

Chairs Circle ($250,000 - $499,999)

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Robert Glovsky, CFP®, and Susan S. Glovsky

Pinnacle Circle ($100,000 – $249,999)

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Eleanor Blayney, CFP®

Charles & Judith Goldman

Kevin R. Keller, CAE

Karen P. Schaeffer, CFP® and Rick W. Schaeffer, CFP®

Leaders Circle ($50,000 – $99,999)

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Cynthia L. Conger, CPA/PFS, CFP®

Charlie Fitzgerald III, CFP®, and Lisa Fitzgerald

Tim Kochis, JD, MBA, CFP®

Edward P. Moore, CFP®

Mike Masur, CFP®

Richard P. Rojeck, CFP®

Kimberly Sterling, CFP®, CPA

Stewart H. Welch, III, CFP®

Legacy Circle ($50,000 + Planned Gift)

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Cynthia L. Conger, CPA/PFS, CFP®

Charlie Fitzgerald, III, CFP® and Lisa Fitzgerald

Susan MacMichael John, CFP®

Richard P. Rojeck, CFP®

Karen P. Schaeffer, CFP® and Richard W. Schaeffer, CFP®

Benefactors Circle ($25,000 – $49,999)

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Blaine F. Aikin, AIFA, CFA, CFP®

Joel S. Beam

Matthew Boersen, CFP^®

Norman M. Boone, CFP^® and Linda Lubitz Boone

Jack Brod, CFP® and Ilene Brod

David Canter & Lisa Strope

Cary Carbonaro, MBA, CFP^®

Marilyn Capelli Dimitroff, CFP^®

Cynthia L. Conger, CPA/PFS, CFP®

Mike Davis, CFP® and Terry Davis

Jeff Farrar, CFP ® and MJ Farrar

Goddesses of Financial Planning

Mike Greene, CFP® and Stephanie Greene

Mark Johannessen, CFP®, AIF® and Mindy Johannessen

Susan MacMichael John, CFP®

Douglas S. King, CFP® and Kathryn W. King

Nancy A. Kistner, CFP^®

Tracy Lasecke, CFP®

Mike Masur, CFP^®

Elizabeth K. Miller, CFP® & Ian Miller

Dan Moisand, CFP® and Kelly Moisand

Randy Morris, CFP^® and Nancy Morris

In Memory of Emilia Palaveeva

David R. Petersen, CFP ®

Peter Rohr, CFP ®

Peggy Miller Ruhlin, CPA/PFS, CFP®

Richard C. Salmen, CFP^®

Neal J. Solomon, CFP® and Robin M. Solomon, Au.D.

Richard Stone, CFP^®

Gregory Sullivan, CFP^®, CPA

Mark Tibergien and Kim Dellarocca

Maureen Tsu, MBA, CFP^®

Neal Van Zutphen, M.S., CFP®, FBS®, CRPC®

Bob Wacker, CFP^® and Debbie Wacker, CPA

Randolph Waesche, CFP^®

Natalie and Brad Wolfsen

Major Gift & Leadership Annual Fund Donors

Major Gifts ($20,000+)

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The Deena Jo Heide-Diesslin Foundation,

David H. Diesslin, CFP®, MBA, Chairman

V. Raymond Ferrara, CFP®

Robert J. Glovsky, CFP® & Susan S. Glovsky

President ($10,000 - $19,999)

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Elaine E. Bedel, CFP®

Cary Carbonaro, MBA, CFP®

Mark Johannessen, CFP®, AIF® & Mindy Johannessen

Aneri Jambusaria, CFP®

Susan MacMichael John, CFP®

Kevin R. Keller, CAE

Tim Kochis, JD, MBA, CFP®

In Memory of Emilia Palaveeva

David R. Petersen, CFP ®

Peter Rohr, CFP ®

Neal J. Solomon, CFP® & Robin M. Solomon, Au.D.

Pro ($7,500 - $9,999)

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David Canter & Lisa Strope

Jeff Farrar, CFP® & MJ Farrar

Champion ($5,000 - $7,499)

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Cynthia L. Conger, CPA/PFS, CFP®

Mike Davis, CFP® & Terry Davis

Charlie Fitzgerald, III, CFP® & Lisa Fitzgerald

Kirk W. Francis, CFP ®

Brian Fricke, CFP® and Annette Fricke

Gregory Friedman, CFP®

Russell T. Hill, CFP®

Douglas S. King, CFP® and Kathryn W. King

Tracy Lasecke, CFP®

Diahann W. Lassus, CFP®

John Ledford, CFP®

Mike Masur, CFP®

Dan Moisand, CFP® & Kelly Moisand

David R. Petersen, CFP®

Karen P. Schaeffer, CFP® & Rick W. Schaeffer, CFP®

K. Dane Snowden

Kimberly Sterling, CFP®, CPA

Richard Stone, CFP®

Peter Daniel Sullivan, CFP®

Maureen Tsu, MBA, CFP®

Bob Wacker, CFP® & Debbie Wacker, CPA

Adam L. Way, CFP®

Natalie & Brad Wolfsen

Sustainer ($2,500 - $4,999)

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Susan Baran, CFP®

James A. Barnash, CFP® & Kathy Johnson

Dana Brewer, CFP®

Jennifer P. Lane, CFP®

Marilyn Mohrman-Gillis & Jack Gillis

Randy Morris, CFP® & Nancy Morris

P. Alan Loss, CFP®

Richard C. Salmen, CFP®

Jeffrey S. Stein, CFP®

Evelyn M. Zohlen, CFP®

Patron ($1,000 - $2,499)

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D.A. Abrams, CAE

Javaid Ansari, CFP ®

Stuart H. Armstrong, II, CFP®

Jim & Diane Berliner Family Fund

Eleanor Blayney, CFP®

Karen Blodgett, CFP®

Sandra L. Bragar, CFP® & Jerome Rosen

Bill E. Carter, CFP ®

Adam Cmejla, CFP®

Luke and Angela Dean

Ellen C. Dubuque, CFP®

Jerron (Ron) Green, CFP®

Thomas E. Gunderson

Fang Huang, CFP®

Sheila Jacobs, CFP®

Larry W. Johnson, CFP®

Audrey W. Jones, CFP®

Roberta S. Karmel

James Katsaounis

Maureen Keating, CFP®

Lisa Kirchenbauer, CFP®

Kay Kramer, CFP®

Laura Kuntz

Kate Leipprandt, CFP®

E. Ronald Lara, CFP®

Charles Lewandowski, CFP®

Kathleen Longo, CFP®

John Loper, CFP ®

Ross Mayer, CFP®

Scott McCaskill, CFP®

Christine Messmer, CFP®

Brent A. Neiser, CFP®

Tim Oates, CFP ®

Steve Overstreet CFP®

Philip Paschang, CFP®

Shannon J. Pike, CFP® & Michelle G. Carney, CFP®

Joan K. Rossi, CFP®

Peggy Miller Ruhlin, CPA/PFS, CFP®

Martin S. Schamis, CFP®

Joyce Osche Schnur, CFP®

Ronald Stenger, CFP®

Elizabeth M. Stewart, Esq.

David G. Strege, CFP®

Gregory Sullivan, CFP®

Maureen Thompson

Jan Tymesen, CFP®

Cornelius Henry Van Zutphen, CFP®

Randolph Waesche, CFP®

Sherri Weintrop, CFP®

Susan Zimmerman-Priem, CFP®

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Your donation to CFP Board Center for Financial Planning supports important research, advocacy, education and workforce development initiatives that will cultivate the next generation of financial planners and advance the profession.