Carol Lee Roberts
Carol Lee Roberts
IDFA President

Carol Lee has over 30 years of experience in the financial services industry and holds the Certified Financial Planner, Certified Financial Transitionist and Certified Divorce Financial Analyst® designations.

Carol Lee has an undergraduate degree from Augustana College and a Master’s Degree in Financial Planning from DePaul University. Carol Lee also has experience in the field of certification having served as the Managing Director of Education and Examination at the CFP Board of Standards in Washington, D.C.

Carol Lee is a member of the Institute for Divorce Financial Analysts, the Financial Planning Association, and a former Board member of FPA-Illinois.

Todd McConnell
Todd McConnell
Business Development Manager

Todd joined IDFA in 2018 as our Business Development Manager. Prior to joining, he had over ten years of financial services experience primarily in Investment Companies. The majority of his years were spent doing front-office work in the RIA space, helping to create new relationships with individuals and business owners. He graduated with a BA in Business from Gettysburg College. He, his wife, Rachel, and his new baby, Georgia, currently live in Madison, New Jersey. Todd enjoys fishing, skiing, hiking, boating, and golfing.

Paula C Girard
Member Service Specialist

In January 2016, Paula Girard joined the IDFA as a Member Service Specialist. Prior to joining, Paula had over 20 years of customer service experience, her passion in helping to develop strong relationships is at the core of everything she does in both her professional and person life. Because of that core value in developing relationships, Paula often volunteers in her community. She is a proud mother of two sons Lucas and Ethan. Paula in her free time enjoys painting, cooking, and spending quality time with her loved ones. Paula and her husband Jason live in Plainfield, Connecticut.

Mersina Boynton
Marketing Coordinator

Mersina joined IDFA in 2020 as our Marketing Coordinator following her graduation from NC State University. She worked as an intern since May 2019 and joined us full time a year later. Mersina has worked several sales and marketing jobs and has a passion for market research and uncovering consumer behavior. In her free time, she enjoys hiking, spending time with friends and family, and drinkin' a good margarita.