WIN Council

About CFP Board

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WIN Council

Based on recommendations from its comprehensive Women’s Initiative (WIN) research white paper, CFP Board has formed the WIN Council to advise and assist CFP Board on the development of initiatives to increase the number of women entering the financial planning profession, including the number of women CFP® professionals.

The Council consists 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 education programs. Council members are appointed by CFP Board’s CEO and serve a two-year term.


Photo of CFP Board's Women's Initiative Council
WIN Council and staff advisors

Nancy Kistner, CFP®
Chair of WIN Council
Managing Director
Wealth Planning Solutions Market Director
U.S. Trust, Bank of America
Private Wealth Management

Lazetta Rainey Braxton, CFP®
Founder & CEO
Financial Fountains, LLC

Mindy Diamond
Founder & President
Diamond Consultants

Mary Beth Franklin
Contributing Editor
Investment News

Bob Glovsky, CFP®
Vice Chair & Senior Financial Counselor
The Colony Group

Kate Healy
Managing Director, Institutional Marketing
TD Ameritrade

Kate Holmes, CFP®
Founder & CEO
Belmore Financial, LLC

Dr. Ruth Lytton
Director, Financial Planning Program
Virginia Tech

Kathleen McQuiggan
Senior Vice President
Pax World Management

Elissa  Ellis Sangster
Executive Director
Forte Foundation

Karen Schaeffer, CFP®
Managing Member
Schaeffer Financial LLC

Anne Weisberg
Senior Vice President
Families and Work Institute

Contact Us

Want to get involved with CFP Board's Women's Initiative?


WIN Discussion Forum

Comment and share your stories in the WIN Discussion Forum.