We are proud to announce that Beverly Hanson has been promoted to Director of Operations of Willow Creek Wealth Management. She now leads our Operations Team, encompassing portfolio management and client servicing, following Tim Admire’s transition to his new role as President & CEO.
Beverly’s role at Willow Creek is to optimize the firm’s seamless and efficient daily operations, enabling the firm to pursue the highest standards of client service. Her new work will encompass regulatory compliance and technology/systems operations as well, two subjects in which she is well-versed from her previous work experience.
Before joining Willow Creek, Beverly was the Operations Director for Sanctuary Wealth Services, where she provided day-to-day operational support to advisors across various custodians and technology platforms. Beverly has brought a wealth of knowledge from her time with Sanctuary as well as from her three-year tenure on the TD Ameritrade Operations Panel.
“During her five years with Willow Creek, Beverly has demonstrated incredible dedication, both to her work and to our team,” said President & CEO Tim Admire. “We continue to set and achieve ambitious goals for the firm and Beverly’s leadership and expertise has been and will continue to be a key to our success.”
We invite you to learn more about Beverly and the entire Willow Creek Team on the Team page of our website, willowcreekwealth.com/team.