• Speaking Engagements

    Pat & Kristin are experienced, dynamic speakers who can customize a “Winning at Retirement” presentation for your group.  Based on the theme of finding happiness in retirement, they can craft an inspirational, informative, and fun program for almost any audience.

    Inquire about having Pat & Kristin present to your group: pfoley@rwbaird.com

Pat’s Bio

A CERTIFIED FINANCIAL PLANNER™ certificant with Baird in Blue Bell Pa, Patrick Foley has 26 years’ worth of experience guiding people toward happy retirements.

Pat is very active in his community, and currently serves as the Elected Auditor of Whitpain Township. He is a former President of the Whitpain Recreation Association (serving over 3,000 youth athletes annually with programs in soccer, baseball, softball, field hockey and basketball), and is currently a Board Member and coordinator of capital projects. He is also serves on the Whitpain Township Parks & Open Space Board. Pat conceived of the music festival and bone marrow drive aspects of the annual Whitpain Community Festival, and is a lead member of the organizing committee for the event, which draws thousands every year and has added hundreds of names to the National Bone Marrow Registry.

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

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’s Bio

Prior to joining Baird in 2015 Kristin gained 10 years of experience at Janney Montgomery Scott LLC. Kristin is a valued resource for her clients and community on investing and financial planning and she has a commitment to serving female investors and professional athletes.

Over the years Kristin has presented as a keynote speaker, appeared in media segments and publications discussing the importance of investing and strategies specific for women. In 2014, she was a keynote speaker at the Valley Forge Convention and Visitors Bureau Educational Workshop, called “Improve Your Financial Outlook.” Kristin has also appeared on Comcast Newsmakers Women’s Expo segment, discussing how important it is for women to give back and mentor other women. Since 2011, she has spoken annually at the Womenomics Forum presented by the Friends of the Delaware County Women’s Commission. Her articles on investment strategies for women have also been published in the Main Line Media Newspapers and she is a chair of the Montgomery County Chamber of Commerce’s Women’s Resource Council.

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.