Women's Initiative (WIN) Council
Council Members
Created in 2013, the WIN Council is composed of experts in the areas of women’s issues, diversity and recruitment, as well as leaders from financial planning and advisory firms and CFP Board Registered Programs. The WIN Council advises the Center on the development of initiatives and assists in the development of initiatives to increase the number of women entering the financial planning profession, including the number of women CFP® professionals. The WIN Council has played an important role in developing key Center programs, including WIN Advocates, the “I am a CFP® Pro” campaign and the CFP Board Mentor Program, as well as partnerships with organizations such as Rock the Street, Wall Street.
Katie Braden, CFP®, Advisor Video Marketing
Mary Beth Franklin, CFP® , Social Security Expert
Jenna Hladish, CFP®, Vanguard
Samantha Kolbe, Northwestern Mutual
Sabrina Lowell, CFP®, Second Summit Wealth Management, LLC
Angela Ribuffo, CFP®, Raion Financial Strategies LLC
Karen P. Schaeffer, CFP®, Schaeffer Financial LLC
Leslie Tabor, Charles Schwab Advisor Services
Erin Voisin, CFP®, EP Wealth Advisors, LLC