Appeals Commission
The Appeals Commission is responsible for the adjudication of appeal hearings. This responsibility provides the Commission with sole authority to issue CFP Board’s final decision when an individual appeals a final order of the Disciplinary and Ethics Commission (DEC) or an Administrative Order.
The Commission is comprised of five members who currently do not sit on the Board. The Commission was established through changes to CFP Board’s Procedural Rules that were released for public comment in November 2021, and decides appeals filed after February 20, 2022.
COMMISSION MEMBERS
Jeffrey Weekes, CFP® (Chair) is a former member of the DEC and CFP Board’s Sanctions and Fitness Commission and a current member of CFP Board’s Appeals Commission. He serves as a First Vice President, Financial Advisor and Portfolio Management Director with Morgan Stanley in Stroudsburg, Pennsylvania. Jeffrey provides comprehensive financial planning and investment advice to high-net-worth clients. In 2014, he served as a presenter on the CFP Board webinar “How to Determine if You’re in a Financial Planning Engagement.” He graduated with a B.A. in Economics from Colgate University. His term on the Appeals Commission ends December 31, 2025.
Angela Coleman, CFP® is a former Chair of the CFP Board’s Disciplinary and Ethics Commission and is a Fiduciary Investment Advisor at American Trust in Lexington, Kentucky. She manages wealth and provides financial advisory services for Wealth Management division clients and has over 20 years of experience working with high-net-worth clients as well as the emerging affluent. Angela is an active member of her community, serving on multiple boards and is a passionate Financial Literacy volunteer teacher through Junior Achievement. She also participates in various leadership programs, having completed Leadership Lexington, Leadership Central Kentucky, and served on the Leadership Lexington Steering Committee. Angela received a BBA in Marketing from the University of Kentucky’s Carol Martin Gatton College of Business and Economics and an MBA in Finance. Her term on the Appeals Commission ends on December 31, 2026.
Amos Goodall, Esq., has been practicing law in State College, Pennsylvania since 1976 and currently is affiliated with the eldercare and special needs planning firm of Steinbacher, Goodall & Yurchak. Mr. Goodall is a former member of the Disciplinary and Ethics Commission and the Competency Standards Commission. He is certified as an elder law attorney (CELA) by the National Elder Law Foundation (NELF), of which he is a past President. He is a Fellow of the National Academy of Elder Law Attorneys and is also a Fellow of the American College of Trust and Estate Counsel. He is a member of the Special Needs Alliance, an organization of leading elder law and disability law attorneys located throughout the country, who specialize in planning for persons with special needs. He also is a contributing author for Lexis Nexis Tax, Estate & Financial Planning for the Elderly and Tax, Estate & Financial Planning for the Elderly: Forms & Practice. Mr. Goodall received his B.A. from Franklin and Marshall College in Pennsylvania, his J.D. from Fordham University School of Law in Manhattan, and his LLM in Elder Law from Stetson University in Florida. His term on the Appeals Commission would end December 31, 2027.
Christine Medeiros, CFP® is a Financial Adviser with Eagle Strategies and NY Life Securities in Honolulu, Hawaii. Ms. Medeiros previously served on the Disciplinary and Ethics Commission (Historical Investigations division). She is a graduate of the University of California at Berkeley where she earned a Bachelor of Science in Electrical Engineering and Computer Science. She also holds the Chartered Financial Analyst (CFA) and Retirement Income Certified Professional (RICP®) designations. Ms. Medeiros is committed to helping individuals and businesses within her community achieve their financial goals by educating them and guiding them to make better decisions with their money. While serving a wide range of client needs, her practice focuses on assisting pre-retirees and retirees with retirement, insurance, investment, and legacy planning. Her term on the Appeals Commission would end December 31, 2027.
Craig Reaves, Esq. is a former member of the DEC and is an attorney with Reaves Law Firm, P.C., in Kansas City, Missouri. He practices law in Kansas and Missouri with an emphasis in the areas of estate planning, elder law, special needs trusts, and planning for people who have a disability. Craig has been Certified as an Elder Law Attorney (CELA) by the National Elder Law Foundation since the Charter class of 1995. Craig is a lecturer and adjunct professor teaching an Elder Law course at both the University of Kansas School of Law and the University of Missouri-Kansas City School of Law. He is a Fellow and Past President of the National Academy of Elder Law Attorneys (NAELA), a Fellow of the American College of Trust and Estate Counsel (ACTEC), a founding Board Member and Past President of the Missouri Chapter of NAELA, and a Past President of the Brain Injury Association of Kansas and Greater Kansas City. Craig is also Past Chair and serves on the Board of Directors of the Kansas City Estate Planning Symposium. He received his B.S. in Business Administration and his J.D. from the University of Kansas. His term on the Appeals Commission ends on December 31, 2026.