Broker Check

Wealth for Women

It is estimated that women control 80-90% of the overall American family budget. Yet Wall Street has historically failed to speak directly to this critical group of decision makers and family stewards.  Kristin and Pat recognize the important role of women as family CFOs.

Women's Lifestyle Conference

In 2016 Kristin held her first Women’s Lifestyle Conference as a way to connect, honor, and learn from a network of extraordinary women.  Each year the event highlights inspirational  and impactful work through Grow, Achieve, and Give Back Awards.

2025 Women's Lifestyle Conference

2025 Women's Lifestyle Conference

Helping Women Who Do it All, Do it Even Better

Ready to aim high in 2025? Join us for a day with top-caliber presenters that will motivate and inspire you to achieve the success you crave. Interactive networking and breakout sessions will connect you to women, like you, who aspire for more. Sharing stories of triumph and struggle will energize and recharge you to grow, achieve and give back in 2025

Thursday, March 13, 2025  8:30am - 1pm

The Country House at Bluestone  711 Boehms Church Road, Blue Bell, PA

Nominate Someone Extraordinary

Nominate Someone Extraordinary

Do you know a special woman who deserves to be recognized?

At the conference, we honor three “do-it-all” women in the areas of growth, achievement and giving back. Submit nominations by Friday, January 17th.


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Our History
Our Values
Our Resources
Test 1
Our History
Our Values
Our Resources
Kristin featured on NBC10 Responds

Kristin featured on NBC10 Responds

Kristin spoke with news anchor Tracy Davidson about the issue of identity thieves targeting children.

Kristin has developed a reputation as an expert on issues impacting women and families. She was recently called upon to discuss this emerging new cyber threat to children.

Davidson, Kristin and fraud / security expert Tracy Kitten talk about steps that can be taken to avoid the risk.

While men and women often share the same financial goals, that’s not always the whole story. If you’ve ever left the workforce to raise a family, cared for a sick or aging family member or suddenly found yourself single following a divorce or the death of a spouse, you know how a life event people experience every day can have a profound – and often disproportionate – impact on your financial health. The topics shared here are intended to serve as a resource – so you have the information and insight you need to make smart, informed decisions about your financial future.

Retire with Confidence

Everything you need to know about retirement so you can retire with confidence.

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HER View From Here

Podcast series of career insights from women in financial services.

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Resources

How To Organize Your Financial Life

Keeping your financial documents organized might feel like a chore, but it can be a lifesaver in an emergency.

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Inside the Gender Wage Gap

Women make 82 cents for every dollar earned by men. Here’s how – and why - that happens.

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What Women Need to Know About Social Security

Tips for women looking to maximize their Social Security benefits.

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