Broker Check

Meet the Team

Foley Hillsley Group

Patrick M. Foley, CFP®, CPWA®

Family Wealth Advisor

Director

610-238-6637

pfoley@rwbaird.com

Pat has served for 29 years as a Registered Representative and holds State securities and insurance licenses. Mr. Foley is also a CERTIFIED FINANCIAL PLANNER™ certificant, a designation earned through several years of study and rigorous testing in the fields of insurance, tax, investment, retirement, and estate planning.

With his partner Kristin Hillsley, Patrick co-authored the book “Winning at Retirement: A Guide to Health, Wealth & Purpose in the Best Years of Your Life”. This informative and inspirational guide has received critical acclaim, and was named by BookAuthority.org on its list of the 41 Best Retirement Planning Books of All Time. Pat and Kristin additionally published a First Responder Edition of "Winning", and in 2022 released a second addition of the original work. 

Mr. Foley graduated from Villanova University with a Bachelor of Science in Accounting.

Patrick is very active in his community, having served on the Whitpain Park & Open Space Board, and as the Elected Auditor of Whitpain Township. He is a former President of the Whitpain Recreation Association, and currently serves the organization as a Board Member and coordinator of capital projects. Pat serves on the Board of Directors of Mount Saint Joseph Academy, and on the Advisory Board of the Valley Forge Sports Events & Tourism Authority. 

Pat conceived of the music festival and bone marrow drive aspects of the annual Whitpain Community Festival, and serves on the organizing committee for the event, which attracts thousands of participants each year and has added hundreds of names to the National Bone Marrow Registry.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered in the U.S., which it awards to individuals who successfully complete CFP® Board's initial and ongoing certification requirement.

Kristin Hillsley, CPWA®

Family Wealth Advisor

Senior Vice President

610-238-6636

khillsley@rwbaird.com

For more than 20 years, Kristin Hillsley has been dedicated to strengthening the financial well-being of her clients and community.  Her vision is to provide the highest quality advice to clients to help them protect and strengthen their financial future.  Two special areas of her focus include empowering female investors and helping families preserve their wealth across generations.

 

As part of her commitment to educating women, Kristin hosts an annual Women’s Lifestyle Conference aimed at helping local women business leaders connect and inspire one another. In addition to hosting dynamic speakers at the event, she celebrates the achievements of women in the community with the Grow, Achieve, Give Back awards. An advocate for women within her own firm, Kristin previously served on the Baird Women Advisors Advisory Council, which strives to empower and elevate Baird’s women advisors.

 

Kristin recently earned the prestigious Certified Private Wealth Advisor Designation (CWPA), which helped deepened Kristin’s understanding of specialized financial challenges surrounding family wealth across generations. 

 

Kristin began her career as a financial advisor in 2005 at Janney Montgomery Scott, LLC.  In 2015, she joined Baird to form the Foley Hillsley Group with Patrick Foley in Blue Bell, PA.  The team is dedicated to their community and hosts an annual music festival and bone marrow drive, The Whitpain Community Festival.  Also, passionate about education, Kristin has served on the board for both Business Leaders Organized for Catholic Schools (BLOCS) board and Mount St. Joseph Academy.

 

Kristin graduated magna cum laude from Temple University's Fox School of Business with a master's in business administration (MBA) concentrating in finance. Kristin earned her undergraduate degree from the University of Delaware, where she rowed on the women's crew team. 

 

Kristin loves to spend time with her husband Peter and their two children, Ryan and Grace.