CFP Board Makes Strategic Board Selections
CFP Board’s deliberate, strategic process of board member recruitment underscores the importance of bringing the necessary talent to the governing body. The board elected financial professionals Evelyn Zohlen, CFP, Drew McMorrow, CFP, and Zar Toolan to its board of directors following an extensive recruitment effort, supported by Vetted Solutions.
The board of directors’ nominating committee conducted a detailed gap analysis that identified three recruitment priorities to ensure that the board has the diversity of experience, viewpoints, and representation necessary for good governance: a client-facing CFP practitioner, a CFP professional in a Registered Investment Advisor leadership role, and a technology professional with expertise in artificial intelligence. The new board members will serve three-year terms beginning January 1, 2027.
Zohlen is regional director and senior wealth advisor at Apella Wealth, where she leads the firm's Southwest Region while continuing to serve financial planning clients.
McMorrow is president and CEO of Ballentine Partners, an independent multi-family office serving ultra-high-net-worth individuals, families, and family offices in the United States and internationally.
Toolan is CEO of Archevia Advisors, a data and AI advisory firm serving wealthtech companies, financial planning firms and startups.
The board of directors is the policymaking and oversight body of CFP Board of Standards and CFP Board Center for Financial Planning and acts on behalf of CFP professionals and the public to advance the profession.
