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
Directors and managers
College & University Relations

Philip Dawson, MBA
Director, College and University Relations

Melissa Murphy
Manager, College and University Relations
Corporate Relations

Taylor Cuzzort
Director, Corporate Relations

Nicholas Tarsa
Manager, Firm Programs
Diversity & Inclusion

Dawn Harris, MBA
Director, Diversity & Inclusion
Fundraising & Development

Dan Limbago, M.A.
Institutional Giving Officer

Peter Borgstrom
Manager, Development Operations

Joshua Sandler
Manager, Stewardship and Engagement
Project Management

Eddy Demirovic, MBA, PMP
Director, Project Management
Workforce

Emily Dean
Manager, Talent Pipeline

Kasey Kobs
Manager, Student Engagement
Events & Meetings

Morgan Bowles
Manager, Meetings
Research

Sebastian Belloni
Manager, Research and Analysis
Finance

Christine Rizk, CPA, MBA
Director, Finance

Caren J. Mintz, CPA
Manager, Accounting
information technology

Thomas Bell
Director, IT

Zach Gelnett, M.S., MCSE
Manager, Data and Analytics

Kate Evans Pollin
Senior Business Systems Analyst, Information Technology
Human Resources

Meg Riley-Jamison, SHRM-SCP
Director, Human Resources

Olivia Carter
Manager, Human Resources
Professional Practice

Ibi Layi-Ojo, M.S., ICE-CCP, SPHR, SHRM-SCP
Director, Examinations

David Nanigian, Ph.D., MBA, CFP®
Director, Education

Kia Reid, M.A.
Director, Continuing Education

Eric Nepomuceno
Manager, Examinations Program
Contact Center

Rodney C. Brown
Manager, Contact Center
Professional Standards & Legal

Jonathan Black II
Assistant General Counsel

Sara Cortes
Assistant General Counsel
Enforcement

Erik N. Frias, JD
Director, Detection

Adam R. Zajac, JD, LL.M.
Director, Investigations and Counsel to Head of Enforcement

Matt Foster, JD
Enforcement Counsel

Lane Thurgood, JD, CRCP®
Enforcement Counsel

Joel Vengrin, JD
Enforcement Counsel
Marketing & Communications

Joseph Feese
Director, Public Relations

Lynn McNutt
Director, Executive Communications

Tim Stifel, M.A.
Director, Stakeholder Communications

Mary Ellen Dingley
Manager, Communications

JulieAnne Fried
Manager, Web Communications

Elizabeth Vasilogambros
Manager, Social Media

Amanda Zapata
Manager, Marketing
Pro Bono

Moley Evans, M.Ed.
Manager, Pro Bono