Team Associates

The IARFC is supported by a Team of Associates, dedicated to assisting the IARFC Board of Directors in fulfilling the goals of the Association. The Team is made of Operations, Membership Services, Editorial, Marketing, and Information Technology professionals. Team Associates also serve as Committee Liaisons to special Committees or ongoing Association programs such as; Ethics Committee, Election Committee, and Award Committee. The Team adheres to the IARFC By-Laws, Mission, and Privacy Policies in order to provide the best service to the Association's Designations (RFA®, RFC®, MRFC®) and Association Membership.
Charlotte Isbell

(513) 424-3481

Charlotte Isbell, IARFC COO coordinates the team. You will also find Charlotte, working on the accounting, assisting the Ethics Committee, and coordinating the MRFC program. As a long-time team member Charlotte enjoys talking with members and non-members about products and services available building their knowledge of the Association.
Susan M. Cappa
Public Relations

(513) 424-1589

Susan M. Cappa, IARFC Public Relations is an editor and public relations coordinator for the IARFC. Her job is to get the word out about the IARFC mainly in the form of media releases, articles, interviews, PowerPoint presentations, video scripts, and blogs. Additionally, she works with the International chapters keeping them connected to the US Association.
Vicki M. Caplinger
Director of Membership Services

 (513) 424-5831

Vicki oversees the Membership Services Department that provides support and assistance to members and prospects of the IARFC. As the US Chapter Liaison, she works with the US Chapter Board of Directors to facilitate communication and Board Meeting preparations. US Chapter involvement also includes communication and coordination with the Region Directors for the 11 regions in the US.  In marketing, Vicki is the Linkedin contact person for the Association and filters membership inquiries through to the proper channels. In her role as coordinator for the National Financial Plan Competition, she enjoys seeing the next generation of financial consultants network with the experienced members of the Association.
Judi Nelson
Membership Services 

(513) 261-6940

Judi L. Nelson, IARFC Membership Services provides support and assistance to members and prospects of the IARFC. Judi assists in managing the billing and receiving of all membership renewals as well as the application process. You will find her performing many tasks such as shipping and handling store orders, mailing marketing material, and performing CE audits. Did you know the IARFC has an Ethics Approved Program?                                               
Rachel Gibbs
Membership Services

(513) 261-6047

Rachel Gibbs comes to the  IARFC with over 20 years of experience in customer service,. Her personality and work qualities align nicely with the IARFC position in Membership Services which involves attention to details, multitasking, and finding solutions to member’s inquiries. According to Rachel, good customer service means “treating people in the same manner you wish to be treated, giving each situation the time and effort it deserves, and knowing when to get others involved when you can’t handle something”.
Randy Kriner
Information Technology

(513) 424-1657

Randy Kriner, IARFC Information Technology is the IARFC Information Technology, team member. Randy takes the IARFC Membership to the next level by making your connections with the IARFC sound. He coordinates the IARFC websites, server, store, emails, telephone, and faxes. Having trouble connecting contact Randy.                                               

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