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.
Directors and managers
College & University Relations

Philip Dawson, MBA
Director, College and University Relations
Corporate Relations

Nicholas Tarsa
Manager, Firm Programs
Center for Financial Planning

Peter Borgstrom
Development Operations Manager

Eddy Demirovic, MBA, PMP
Director, Talent Pipeline

Matt J. Goren, Ph.D., CFP®
Director, Knowledge for Practice

Dawn Harris, MBA
Director, Diversity & Inclusion

Dan Limbago, M.A.
Institutional Giving Officer
Events & Meetings

Morgan Bowles
Meetings Manager
Finance & information technology

Thomas Bell
Director, Information Technology

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

Christine Rizk, CPA, MBA
Director, Finance
Human Resources

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

Moley Evans, M.Ed.
Manager, Pro Bono
Professional Practice

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

Kia Reid, M.A.
Director, Continuing Education

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

Eric Nepomuceno
Examinations Program Manager
Contact Center

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

Erin Koeppel, JD
Deputy General Counsel - Adjudication
Enforcement

Matt Foster, JD
Enforcement Counsel

Erik N. Frias, JD
Director of Detection

Khiran Sidhu, JD
Enforcement Counsel

Lane Thurgood, JD, CRCP®
Enforcement Counsel

Joel Vengrin, JD
Enforcement Counsel

Adam R. Zajac, JD, LL.M.
Director of Investigations and Counsel to Managing Director of Enforcement
Marketing & Communications

Joseph Feese
Director, Public Relations

Jason Gudenius, PMP
Director, Marketing

Diana Ricciardi
Director, Public Awareness Campaign

Tim Stifel, M.A.
Director, Stakeholder Communications

Amanda Zapata
Marketing Manager