JON DAUPHINÉ, ESQ.
CHIEF EXECUTIVE OFFICER
Jon Dauphiné was named CEO of the Foundation for Financial Planning (FFP) in January 2016, and since then has led FFP’s efforts to support and grow programs linking volunteer financial planners to people in need, providing them with free, quality advice to improve their finances. To boost FFP’s impact, Jon initiated efforts for particularly vulnerable groups, such as the Pro Bono for Cancer Campaign, which assists financially struggling people with cancer and their families.
Prior to FFP, Jon served 15 years at AARP, an organization with over 38 million members, the last eight years as its Senior Vice President of Education and Outreach. In that role, he led the Association’s consumer and employer programs, including key initiatives related to financial capability, employment and caregiving. Prior to that, Jon was AARP’s Senior VP of Economic Security Strategy, where he developed and oversaw the implementation of all initiatives on economic issues, with a special focus on helping low- and moderate-income people achieve lifelong financial security.
Before joining AARP, Jon was Executive Director of the Long-Term Care Campaign, an advocacy coalition of 150 groups seeking improvements in U.S. long-term care policy, with prior roles in public affairs, including at Ogilvy Public Relations. An attorney, Jon was formerly a litigator with a major DC law firm. He graduated cum laude from Harvard Law School and with highest honors from Vassar College.
SPECIAL ASSISTANT TO THE CEO
Elizabeth Compson serves as Special Assistant to the CEO for the Foundation for Financial Planning. In this role, she provides day to day administrative, technical, and logistical support to the CEO, while also working on special projects and assisting across all departments as needed. Prior to joining FFP, Elizabeth worked as a nanny in Southampton, NY, where she spent her days juggling the schedules of three busy, rambunctious boys while also assisting in household management. While on Long Island, she also worked as an administrative intern at the Wellness Foundation, a grassroots nonprofit. Previously, she also spent 3 years in Paris, France where she nannied for a family of 7.
Elizabeth has a bachelor’s degree in Linguistics and French from Purdue University. She currently resides in Washington, D.C. and is a native of Indiana.
SENIOR DIRECTOR, DEVELOPMENT & COMMUNICATIONS
Katie Egan Hammer serves as Senior Director of Development and Communications for the Foundation for Financial Planning, developing strategies to engage financial services companies and professionals in FFP’s mission and bring attention to the critical need for pro bono financial planning. Prior to joining FFP, Katie served as Senior Director of Mission Advancement at America’s Promise Alliance, where she led the daily operations of the Alliance’s funding partnerships. In that role, she was responsible for supporting the CEO and SVP of Mission Advancement in designing and executing America’s Promise’s advancement strategy, and establishing lasting relationships with companies and foundations committed to improving education and opportunity for America’s young people. She previously worked in corporate and foundation relations at the John F. Kennedy Center for the Performing Arts and for the Chicago-based Blum-Kovler Foundation.
Katie is a native of Atlanta, where she currently resides, and has a bachelor’s degree in English and Creative Writing from the University of North Carolina at Chapel Hill. In 2018, she was selected by InvestmentNews as a winner of their 40 Under 40 award, recognizing her role in launching FFP’s successful Pro Bono for Cancer Campaign.
MANAGER, DEVELOPMENT & COMMUNICATIONS
Tori Paulson serves as the Manager of Development and Communications for the Foundation for Financial Planning, supporting the Senior Director of Development and Communications in FFP’s fundraising and awareness efforts. Tori has lived in Washington, D.C. for the past five years, previously working across various roles at the John F. Kennedy Center for the Performing Arts, where she gained diverse nonprofit and development experience, including institutional and individual fundraising, capital campaigns, board management, and event planning. In her most recent role, she helped manage the stewardship strategies and annual communications calendars for the Kennedy Center’s comprehensive donor base.
Tori received a BA in Spanish with a certificate in Entrepreneurship from the University of Wisconsin-Madison. She currently lives in Washington, D.C. and is a native of Southern California.
Jamie G. Redd is the Foundation for Financial Planning’s Director of Operations. In this role, she oversees FFP’s technical and financial functions. Prior to joining FFP, Jamie served as the Senior Director of Atlanta-based Association Management Firm, AESI, where she began her career in the nonprofit sector. During her tenure, she was named as Executive Director of the Financial Planning Association of Georgia, serving in this role for 10 years. In addition to FPAGA, Jamie gained invaluable experience acting in varied roles for a number of national and local nonprofits in the insurance and financial services industries.
This year marks Jamie’s 20th anniversary working in the nonprofit sector. Jamie is a native of Georgia.
DIRECTOR, GRANTS & PROGRAMS
Rachel Roth serves as Director of Grants and Programs for the Foundation for Financial Planning, managing FFP’s grantmaking and developing and executing programs that connect financial planners to those in need. Most recently, Rachel worked as a strategy consultant, advising nonprofit organizations in areas ranging from strategic planning to operations to program development. Prior to that, she served on the founding team of the Aspen Institute’s College Excellence Program. In this role, she managed the Aspen Prize for Community College Excellence, which strives to reward and shine a spotlight on community colleges that deliver exceptional student results and stimulate replication of practices leading to student success. Earlier in her career, Rachel was director of internal communications at Strayer University where she developed communications and change management strategies focused on students, alumni, and staff/faculty. She also worked at New Sector Alliance, a consulting and leadership development firm, where she recruited, trained, and coached teams of MBA students, undergraduates, and professional consultants to complete consulting engagements for nonprofit organizations.
Rachel has a BA from Dartmouth College and an MBA from the Tuck School of Business at Dartmouth. She currently lives in the DC area and is a native of Baltimore.