Beverly Hanson

Beverly Hanson
Director of Operations

“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.”

JOIN DATE: 2016

CONTACT: beverly@willowcreekwealth.com

Like so many of my Willow Creek colleagues, I started as our Receptionist/Client Service Coordinator, and I am now very proud to be leading my team as Director of Operations. Although you may still hear my friendly voice when you call, my primary role has shifted to assisting with a variety of operational tasks, including technology and back-office related items.

Before joining Willow Creek, I was the Operations Director for Sanctuary Wealth Services, where I provided day-to-day operational support to advisors. 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.

ON A PERSONAL NOTE:  I live in the country between Sebastopol and Occidental with my husband Christian, two kids, and two dogs. When we are not working in our garden, you can find us doing a CrossFit workout, or out on the water, either kayaking or paddle boarding.

Leadership Team

Advisor Team

Operations Team

Client Service Team