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 Invest in Girls and Rock the Street, Wall Street.

Nancy Kistner, CFP®
Chair
U.S. Trust, Bank of America,
Private Wealth Management
Kirk Bell, CFP®, Raymond James Financial Services
Eleanor Blayney, CFP®
Allison Engel, Northwestern Mutual
Mary Beth Franklin, CFP®, InvestmentNews
Liv Freeby, Freestone Capital Management
Kate Healy, TD Ameritrade Institutional
Sarah Hind, CFP®, Vanguard Personal Advisor Services
Kate Holmes, CFP®, Innovative Advice
Cait Howerton, SmartPath
Sabrina Lowell, CFP®, Private Ocean
Dr. Ruth Lytton, Virginia Tech
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