The FPSB Team is LASER-focused on executing FPSB’s strategic plan, executing the organization’s Leadership, Awareness, Standards, Engagement and Recognition strategies to achieve our vision of establishing financial planning as a global profession.

 
 
 

FPSB Team Members:

  • Noel Maye, MBA, CAE

    Noel Maye, MBA, CAE

    FPSB CEO

    Noel Maye is Chief Executive Officer of FPSB. Before joining the organization, Mr. Maye was Senior Vice President of Certified Financial Planner Board of Standards, Inc. (CFP Board) in the United States, where he oversaw the international, legal, consumer and public affairs, and communications departments, and served as corporate spokesperson.

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    Prior to CFP Board, he was an associate with Ogilvy, Adams & Rinehart, a New York-based public relations firm, where he specialized in working with financial services clients. Mr. Maye holds the Certified Association Executive (CAE) credential, completed the National Association of Corporate Directors’ director training program, and qualified as a lead auditor for certification bodies through the American National Standards Institute. Born and raised in Ireland, he holds an undergraduate degree in electronic engineering from Trinity College Dublin, an MBA in business administration from the University of Colorado and INSEAD’s Executive Certificate in Global Management. As CEO, Mr. Maye is a non-voting member of FPSB’s Board of Directors.

  • Eric Cauble, CPA, CGMA

    Eric Cauble, CPA, CGMA

    Chief Operating Officer

    Eric Cauble, CPA, CGMA, is Chief Operating Officer of FPSB, responsible for the development and execution of strategic goals and initiatives. He coordinates global development efforts and develops infrastructure to enhance resource alignment and increase operational efficiency.

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    Prior to joining FPSB, Mr. Cauble was Executive VP and COO for a large U.S.-based nonprofit association. He earned a master’s in accounting from Brigham Young University in 1986.

    Contact Eric at ecauble@fpsb.org for questions about FPSB’s operations, global business development opportunities, or payment of Affiliate fees.

  • Christie Searls

    Christie Searls

    Chief Legal Officer

    Christie Searls is the Chief Legal Officer at FPSB where she oversees governance, policy, compliance and intellectual property matters for the organization. She also negotiates and manages FPSB’s commercial agreements, including those with current and potential FPSB Affiliate organizations and vendors.

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    Ms. Searls leads the compliance portion of FPSB’s Affiliate Assessment Program, which evaluates the CFP certification programs in 27 countries to ensure FPSB’s rigorous standards are being met around the world.

    She joined FPSB in May 2018 after spending more than 17 years as counsel to, and ultimately head of, the Intellectual Property group at CenturyLink, a Fortune 500 company. The group won the 2013 World Trademark Review award for best in-house trademark group.

    Ms. Searls previously worked for Certified Financial Planner Board of Standards, Inc. (CFP Board) where she managed and enforced the organization’s domestic and international trademark portfolio. Early in her career, she was a commercial litigator in Denver, Colorado.

    She earned her J.D. from the University of Colorado School of Law, where she was recognized as a member of Order of the Coif.

    A Colorado native, Ms. Searls enjoys running, theatre and spending time with her husband and two teenage daughters.

  • J.D. McCartney

    J.D. McCartney

    Chief Communications Officer

    As Chief Communications Officer at FPSB, J.D. McCartney leads all aspects of global brand and communications, including marketing, public relations, digital/social media and stakeholder engagement. He works closely with FPSB’s global network of organizations administering CFP and other certification programs throughout Africa, the Americas, Asia Pacific, Europe and the Middle East, to promote CFP certification and the global financial planning profession worldwide.

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    J.D. joined FPSB in June 2020 after more than eight years with CFA Institute, where he led communications programs to increase visibility and awareness of the global investment profession throughout Asia, the Americas and Europe. Prior to his time with CFA Institute, J.D. spent seven years as co-founder and CEO of award-winning agency Xstatic Public Relations.

    J.D. has also worked in broadcasting, is a frequent speaker on PR and marketing topics, and is an expert in media training, executive visibility, social media strategy and crisis communications.

  • Rajesh Krishnamoorthy

    Rajesh Krishnamoorthy

    Country Head, India Liaison Office

    As Country Head of the India Liaison Office, Rajesh Krishnamoorthy oversees FPSB operations and strategy; grows FPSB certification programs; and builds support to establish and grow the financial planning profession in India, with CFP certification as its symbol of excellence. Rajesh has 20 years of experience in Indian financial markets, spanning treasury management, securitization, institutional sales, private wealth management, and personal finance-related technology platforms.

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    Rajesh joined FPSB in February 2021 after a decade with wealth management fintech platform iFAST Financial India Pvt. Ltd., as the founding employee, Managing Director, and most recently Vice Chairman of the Board of iFast India Holdings, Singapore.

    Previously, Rajesh held roles with ICICI Bank and Fidelity Fund Management Pvt. Ltd. He is also a member of the National Institute of Securities Markets’ Investment Adviser and Retirement Adviser examination committees, and has served on the Securities and Exchange Board of India’s working group and committee to develop and update India’s investment adviser regulations.

  • Paul Grimes, CFP

    Paul Grimes, CFP

    Paul Grimes, CFP, Chief Professionalism Officer at FPSB, leads the development and positioning of the body of knowledge, professional standards, certification requirements and oversight framework for the global financial planning profession in partnership with the FPSB Professional Standards Committee, the FPSB Network and other stakeholders. Grimes drives FPSB’s thought leadership in financial advice professionalism, guide territory-specific application of FPSB’s standards and certification requirements; and oversees the creation of the delivery of FPSB’s education content and certifications internationally.

  • Sara White

    Senior Manager of Strategic Initiatives

    Sara White is Senior Manager of Strategic Initiatives at FPSB, where she oversees planning and execution for an annually designated set of FPSB and FPSB Network priorities. In driving these strategic initiatives, she works closely with FPSB’s network of organizations administering CFP and other certification programs worldwide, as well as develops, maintains and streamlines internal business processes.

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    Prior to joining FPSB, Sara spent seven years with CFP Board strengthening firm engagement and growing the number of CFP professionals in the United States.

    She has a B.A. from Connecticut College, a M.A. from the University of Denver Josef Korbel School of International Studies, and currently resides in Virginia Beach, VA with her husband and their two dogs.

    Contact Sara at swhite@fpsb.org.

  • Tanya Dahlen

    Tanya Dahlen

    Senior Paralegal

    Tanya Dahlen, Senior Paralegal, supports the Chief Legal Officer and the legal function at FPSB Ltd. Ms. Dahlen assists on trademark matters, contract review, corporate governance and Affiliate legal support for the organization.

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    Ms. Dahlen joined FPSB Ltd. in February 2019 and has more than twelve years of legal experience. Prior to this, she worked as a Corporate & Real Estate Paralegal in Dallas, Texas and as a Real Estate Paralegal in Des Moines, Iowa.

    Ms. Dahlen graduated from the University of Northern Iowa in Cedar Falls, Iowa, earning a bachelor’s degree in political science.

    Contact Tanya at tdahlen@fpsb.org.

  • Carrie Critchlow

    Carrie Critchlow

    Executive Assistant to the CEO / Global Event Planner

    Carrie Critchlow is Executive Assistant to the CEO and Global Event Planner at FPSB. Ms. Critchlow supports CEO Noel Maye with the logistics of his international travel and represents the Denver-based executive office. She also heads up the planning and execution of FPSB’s Global Meetings.

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    Ms. Critchlow has more than six years of experience in the EA role, supporting C-level executives with a global mandate. She joined FPSB in May 2015 after working with international-based medical device companies, including DaVita in Denver and Biomet 3i in Palm Beach Gardens, Florida. Prior to this, she held Interior Design roles at architectural firms in South Florida for eight years.

    Ms. Critchlow graduated from Florida State University in Tallahassee, Florida, earning a bachelor of science in interior design.

    Contact Carrie at ccritchlow@fpsb.org.

  • Ryanne Harrah

    Senior Manager of Communications and Content

    Ryanne Harrah is Senior Manager of Communications and Content at FPSB, where she supports and executes a broad range of internal and external communication programs that focus on building global awareness for FPSB’s mission and activities; supporting content strategy and thought leadership for FPSB and its network; and connecting FPSB affiliates and facilitating global execution of communications programs and events.

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    Prior to joining FPSB, Harrah was at the Financial Planning Association (FPA) for more than 16 years serving in a variety of roles including community relations, professional development and public relations.

    She has a B.S. in Business Administration with a Marketing emphasis from the University of Kansas, and resides in Denver, Colo.