Willow Creek Wealth Management Announces Two New Partners

Jan 26, 2024 Willow Creek Wealth Management Posted in Articles, In the News

Willow Creek Wealth Management, based in Sebastopol, CA, announced today that as of January 1, 2024, Director of Operations, Beverly Hanson, and Client Service Associate, Nancy Spallino, are now partners and shareholders at the firm.

“I am incredibly excited to welcome both Beverly Hanson and Nancy Spallino as partners at Willow Creek,” said Timothy Admire, President & CEO. “Beverly brings a depth of expertise around operations and leadership, and she has been a crucial part of our success.” Hanson joined Willow Creek in 2016 and currently leads the Operations and Client Service Teams for the firm.

“Nancy truly illustrates our commitment to an exceptional level of service, each and every day,” said Admire. Spallino has over 20 years of experience at Willow Creek and works closely with the firm’s Wealth Advisors to ensure the client experience is always best of class.

Admire added that, “providing growth opportunities that include a path to partnership for our team members is very important to us. Continuing to engage the next generation with ownership is a key component in our goal to remain independent and employee-owned.”

Willow Creek Wealth Management provides financial planning, investment management, tax planning, philanthropic planning, and retirement planning to over 800 individuals and families across the country. Learn more about the entire Willow Creek team on the Team Page of our website.