JON DAUPHINÉ, ESQ.
CHIEF EXECUTIVE OFFICER
Jon Dauphiné leads the Foundation for Financial Planning’s (FFP) efforts to develop and grow pro bono financial planning programs for people in need. Under Jon’s leadership, FFP has created signature national programs to serve people with cancer, at-risk seniors and other vulnerable groups; developed ProBonoPlannerMatch.org to link CFP® professionals to volunteer opportunities; spearheaded initiatives to leverage technology for pro bono engagements and address compliance issues; and engaged a broad array of planners, RIAs and companies to join the pro bono movement. Jon has authored a range of articles on pro bono published by outlets including InvestmentNews, ThinkAdvisor and WealthManagement and is frequently quoted in the financial advisory trade media.
Jon previously served 15 years at AARP – first as its Senior Vice President of Economic Strategy, followed by eight years as SVP of Programs. An attorney, Jon has also held roles in major D.C. law and public affairs firms. 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.
VICE PRESIDENT, DEVELOPMENT & COMMUNICATIONS
Katie Egan Hammer serves as Vice President 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 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 VP 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 serves as the Foundation for Financial Planning’s Director of Operations. In this role, she directs FFP’s operational, administrative, financial, governance and board relations functions. Prior to joining FFP, Jamie served as the Senior Director at an Atlanta-based Association Management Firm where she was named Executive Director of the Financial Planning Association of Georgia, serving in this role for 10 years. She also 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 22nd anniversary working in the nonprofit sector. Jamie is a native of Georgia.
SENIOR DIRECTOR, GRANTS & PROGRAMS
Rachel Roth serves as Senior Director of Grants and Programs for the Foundation for Financial Planning (FFP), where she manages FFP’s grantmaking and develops and executes programs that connect financial planners to those in need. Prior to joining FFP, Rachel worked as a strategy consultant, advising nonprofit organizations in areas ranging from strategic planning to operations to program development. Before 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 developed communications and change management strategies focused on students, alumni, and staff/faculty at Strayer University. 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.
MANAGER, GRANTS & PROGRAMS
Jordan Tobias serves as the Manager of Grants & Programs for the Foundation for Financial Planning. In this role, she works with the Sr. Director of Grants & Programs on grantmaking, nonprofit outreach, and program development efforts.
Before FFP, Jordan worked as the Program Manager for MOMCares, where she guided a team of staff members and 40+ community volunteer health workers to manage city-wide prenatal and postnatal programming, including planning and organizing numerous community outreach events in Baltimore, MD.
In addition to nonprofit work, Jordan has specialized policy-making and communications skills. She has successfully proposed, written, and worked on state-wide bills, including the Maryland House Bill 1067 and 1202, with Delegate Jheanelle Wilkins. She has also created on-air news stories for national broadcasts as a News Assistant for National Public Radio (NPR).
Jordan has a BA from American University and is a proud native of the DC Metro area. Jordan’s goal is to say that she weaved innovative outreach, communication, and programming to help eliminate health and economic barriers in underserved communities by the end of her career.