WASHINGTON -- When the CFP Board made the move from Denver to the nation's capital around Thanksgiving five years ago, the group was looking to insert itself into the policy discussions about the rules of the road for the financial-services sector.

For most of that time, that work has fallen to Marilyn Mohrman-Gillis, the CFP Board's managing director of public policy and communication, who heads what she describes as a "lean and mean public-policy staff" of three full-time employees, including herself.

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