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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®
Managing Director, Wealth Strategy Executive
U.S. Trust, Bank of America,
Private Wealth Management

Katie Braden, CFP®, Chief Video Officer
Advisor Video Marketing

Kelly DiGonzini, CFP®, Director of Financial Planning
Beacon Pointe

Mary Beth Franklin, CFP®, Social Security Expert

Jenna Hladish, Regional Director
Vanguard Personal Advisor Services

Erica James, CFP®, Wealth Advisor
Signify Wealth

Samantha Kolbe, M.Ed., CLF, Senior Director- Women’s Segment Lead
Northwestern Mutual

Sheila Lawrence, CFP®, Partner and Senior Client Advisor
Ballentine Partners, LLC

Sabrina Lowell, CFP®, Founder + CEO
Second Summit Wealth Management, LLC

Angela Ribuffo, CFP®, President & Financial Advisor

Karen P. Schaeffer, CFP®, Managing Member and Co-founder
Schaeffer Financial LLC

Melissa Sotudeh CFP®, AIF®, Managing Director and CCO
Halpern Financial, Inc.

Leslie Tabor, Managing Director, Advisor Services
Charles Schwab

Erin Voisin, CFP®, EA, MS, CDFA®, ChFC®, Managing Director - Wealth Management Services, Partner
EP Wealth Advisors, LLC