“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
Beverly started with Willow Creek as our Receptionist/Client Service Coordinator and is now a member of our Operations Team. Although you may still hear Beverly’s friendly voice when you call, her primary role has shifted to assisting with a variety of operational tasks including technology and back office related items
Before joining Willow Creek, Beverly was the Operations Director for Sanctuary Wealth Services, where she provided day-to-day operational support to advisors. She brings a wealth of knowledge from her experiences with Sanctuary and her three-year tenure on the TD Ameritrade Operations Panel
ON A PERSONAL NOTE: Beverly, her husband Christian, two kids and two dogs live in the country between Sebastopol and Occidental. When they are not working in their garden, you can find them doing a CrossFit workout, or on the water either kayaking or paddle boarding.