Kevin is Chief Executive Officer of CFP Board, the professional body for personal financial planners in the U.S. Kevin overhauled certification rules and standards with a new Code of Ethics and Standards of Conduct (effective October 1, 2019), which requires CFP® professionals to act in the best interest of the client at all times when providing financial advice. He launched CFP Board’s first major Public Awareness Campaign to increase awareness of CFP® professionals. He relocated to Washington, DC, and assumed a leadership role in advancing public policy positions on financial planning that benefit the public. He also established the CFP Board Center for Financial Planning with a mission to create a more diverse and sustainable financial planning profession.
Kevin joined CFP Board in 2007 after serving 16 years with the Association for Financial Professionals (AFP). At AFP, he held the position of senior vice president and chief operating officer for the prior 7 years, managing programs and services for the 16,000-member organization.
Before CFP Board, Kevin held senior staff positions at several associations, earning the Certified Association Executive (CAE) credential in 2000. He holds a B.S. in agriculture and an M.S., both from The Ohio State University.
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