“To quote Woodrow T. Wilson, ‘You are not here merely to make a living. You are here in order to enable the world to live more amply, with greater vision, with a finer spirit of hope and achievement.’ I truly believe in enabling those around me to achieve their goals.”
My role at Willow Creek is to optimize the firm’s seamless and efficient daily operations, enabling us to pursue our highest standards of client care as a unified team. My success is built on a foundation of hands-on, multifaceted experience in client care, process efficiency, regulatory compliance, and technology/systems operations.
Before joining Willow Creek, I was the Operations Director for Sanctuary Wealth Services. I am proud to bring a wealth of knowledge from my experiences with Sanctuary and my three-year tenure on the TD Ameritrade Operations Panel.
I live in the country between Sebastopol and Occidental with my husband Christian, three kids, and two dogs. When we are not working in our garden, you can find us doing a CrossFit workout, or camping in the mountains, where we can kayak and paddle board.
