Team Associates

The IARFC is supported by a Team of Associates, dedicated to assist 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 Liaison's 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.
Wendy M. Kennedy
Editorial Coordinator

(513) 261-6047

Wendy M. Kennedy, IARFC Editorial Coordinator, team member coordinates the Register and Journal of Personal Finance publications. You will also find Wendy, working on marketing pieces the IARFC website, email and social media. Would you like to contribute to one of publications or advertise, contact her? As a long time team member Wendy enjoys helping members and non-members build their knowledge of the IARFC and the MRFC, RFC® and RFA® designations. You will also find her working as an IARFC Board Liaison for Awards.
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. 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.
Vicki M. Caplinger
Membership Services

 (513) 424-5831

Vicki M. Caplinger, IARFC Membership Services, provides support and assistance to members and   prospects of the IARFC. She manages the billing   and receiving of  all membership renewals as well as the   application process. She performs many tasks such as shipping   and handling store orders, mailing marketing material and   performing CE audits. Are you qualified to be a financial   consultant?                                                       
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?

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.