Individual Donors
Individual Donors are essential in our efforts to create lasting change within the financial planning profession.
Thank you to the following individuals who have generously supported the CFP Board Center for Financial Planning with gifts and pledges.
LIFETIME GIVING CIRCLES
Founder's Circle ($1M+)
Toggle Open
The Deena Jo Heide-Diesslin Foundation, David H. Diesslin, CFP®, MBA, Chairman
Visionary Circle ($500,000 - $999,999)
Toggle Open
V. Raymond Ferrara, CFP®
Chairs Circle ($250,000 - $499,999)
Toggle Open
Robert Glovsky, CFP®, and Susan S. Glovsky
Pinnacle Circle ($100,000 – $249,999)
Toggle Open
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)
Toggle Open
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)
Toggle Open
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)
Toggle Open
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+)
Toggle Open
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)
Toggle Open
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)
Toggle Open
David Canter & Lisa Strope
Jeff Farrar, CFP® & MJ Farrar
Champion ($5,000 - $7,499)
Toggle Open
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)
Toggle Open
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)
Toggle Open
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®
SUPPORT THE CENTER
Make A Difference Today
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.
Support the Center
Your donation helps the Center create a more diverse and sustainable financial planning profession.
Make a gift