Contact Us

The professional staff includes full and part-time employees at NAPFA. NAPFA also engages outside independent consultants for specialized ongoing support. Please contact the appropriate staff member when you need assistance.

National Association of Personal Financial Advisors
8700 W. Bryn Mawr Avenue

Suite 700N
Chicago, ILĀ  60631

Main Phone: 847-483-5400

Toll Free Phone: 888-FEE-ONLY (888-333-6659)

If you have questions about your membership or joining NAPFA, please contact the NAPFA Membership Department.

If you have general inquiries, please submit them here.



Kathryn Dattomo, MNA, CAE, CFRE

Ext. 101

Executive Assistant to CEO
Mardi Lee
Ext. 127

Director of Professional Development & Education

Tejuana (TJ) Baskerville

Ext. 105

Managing Director of Member Experience

Spencer Bone

Ext. 124

Senior Coordinator, Membership and Education
Heidi Tennant

Ext. 107

Coordinator, Membership
Cindy Ganze

Ext. 128

Coordinator, Conferences and Events

Monica Neal

Ext. 126

NAPFA Foundation Program Coordinator

Nick Casas
Ext. 106

Exhibit and Sponsorship Opportunities

Ric Haines

(732) 920-4236

Advisor Magazine

Public Policy and Advocacy Counsel

Michael Watkins