Board of Trustees

The Trustee Board is entrusted with guiding the overall direction and long-term vision of the Association, providing thoughtful supervision and support to the Chapters, and carefully overseeing all certification programs and designations/credentials to protect their integrity and value. With a commitment to transparency and collaboration, the Board reviews minutes from all Boards, approves or disapproves voting results, and maintains an open-door approach to asking questions and addressing challenges. Above all, the Board works to support the Association’s Mission, Guiding Principles, Code of Ethics… and ensures decisions are made in the best interest of members, Chapters, and the profession as a whole.

 

Trustees

 

Chair  Alan C. Kifer, MRFC^®
Vice-Chair  Michael Markey Jr., MRFC^®
Treasurer  Dominique Vercaemert, RFC^®
Secretary  Nathan Boyle, MRFC^®  
Director of Ethics Gary Padussis, RFC^®

Chief Executive Officer (CEO)  Leonard R. Simpson, RFC^®
Chief Operating Officer (COO)  Charlotte Isbell
Trustee  Kai Yuan Tu, RFC^®
Trustee  Lea Smith Johnson, RFC^®

 

Committees

Awards Staff Liaison: Charlotte Isbell / Susan Cappa	By-Laws Staff Liaison: Charlotte Isbell Alan C. Kifer, MRFC® Nathan Boyle, MRFC®	Editorial Advisory Staff Liaison: Susan Cappa Michelle K. Blair, RFC® Alan Kifer, MRFC® Greg Glista, RFC®
Ethics Appeal Staff Liaison: Charlotte Isbell

Past Board of Trustees Chair

Barry L. Dayley, MRFC^®, CFP^®, served as Chair of the Board of Trustees.

As  Chair, Barry re-envisioned the IARFC by introducing the Guiding Principles, which serve as the foundation of the Association’s enduring commitment to those who uphold and advance the IARFC Mission. Under his leadership, the global influence of the IARFC expanded significantly through his personal engagement with and visits to overseas Chapters. Barry diligently led the Board of Trustees through a period of growth and re-identification, encouraging Trustees to focus on Growth, Innovation, and Sustainability as core drivers of the Association’s future. His leadership helped position the IARFC for continued global relevance and long-term success. Barry L. Dayley retired from his role as Chair on December 21, 2025, leaving a lasting legacy of vision, integrity, and international stewardship.

Past Board of Trustees Chair and CEO

H. Stephen “Steve” Bailey, Ph.D., MRFC^®, served as Chair and CEO on the Board of Trustees.
With an accomplished 30+ year career in financial services and as the founder of his successful private practice, HB Financial in Charlotte, NC, Steve concentrated his efforts from 2015 to 2022 on expanding the IARFC and its impact on the industry, its members, and the clients they serve. His experience in diverse non-profit associations has positively influenced the IARFC in day-to-day reorganization and long-term planning. Retired December 31, 2022