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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.

Nancy Kistner, CFP®
U.S. Trust, Bank of America,
Private Wealth Management

Kirk Bell, CFP®, Raymond James Financial Services

Allison Engel, Northwestern Mutual

Mary Beth Franklin, CFP®, InvestmentNews

Liv Freeby, Freestone Capital Management 

Kate Holmes, CFP®, Innovative Advice

Kate Healy, TD Ameritrade Institutional

Sarah Hind, CFP®, Vanguard Personal Advisor Services

Cait Howerton, SmartPath

Sabrina Lowell, CFP®, Private Ocean

Angela Ribuffo, CFP®, Raion Financial Strategies LLC

Elissa Ellis Sangster, Forté Foundation

     Karen P. Schaeffer, CFP®, Schaeffer Financial LLC

     Erin Voisin, CFP®, EP Wealth Advisors, LLC