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The Foley Hillsley Group is built upon shared values of honesty, integrity, genuine concern for clients, and respect for associates. These values drew us to join Baird and remain central to our ability to earn the quality client partnerships and maintain the high standards that are Baird and Foley Hillsley Group traditions.
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Prior to joining Baird, Pat Foley spent eight years with Janney Montgomery Scott LLC, following eight years with First Union Securities. He is a Registered Representative and holds State securities and insurance licenses. Mr. Foley is also a CERTIFIED FINANCIAL PLANNER™ certificant, earned through several years of study and rigorous testing in the fields of insurance, tax, investment, retirement, and estate planning. Mr. Foley’s work toward the CFP® certification is indicative of his commitment to ongoing education in the field of investment planning, as well as his dedication to maintaining the highest standard of service to his clients.
Patrick also holds the Qualified Plan Financial Consultant (QPFC) designation from the American Society of Pension Professionals and Actuaries (ASPPA). QPFC is the professional credential for experienced financial professionals who sell, advise, market or support qualified retirement plans. The QPFC program provides an understanding of general retirement planning concepts, terminology, distinctive features of qualified plans and the role of retirement plan professionals. Mr. Foley graduated from Villanova University with a Bachelor of Science in Accounting.
Patrick 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, and currently serves the organization as a Board Member and coordinator of capital projects. He is also a member of the Board of the Philadelphia-Israel Chamber of Commerce, and serves on the Whitpain Township Parks & Open Space Committee. 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.
Current Articles by Patrick Foley, CFP®, QPFC:
Pat offers plain language answers to the most common question in the world of investing, "how should I invest my 401(k)?" Along the way he borrows from the wit and wisdom of investment legend Warren Buffet. (Read more.)
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.
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. Additionally she is an appointed Registered Player Financial Advisor with the NFL Players Association (NFLPA).
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.