Women's Initiative (WIN) Council

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