“The road to financial success is often filled with obstacles. At Willow Creek, our mission is to help clients navigate that journey by identifying and defusing financial landmines, clearing a smooth path forward.”
As the founder of Willow Creek, I’ve always been driven by a passion for serving my clients’ highest wealth interests through thoughtful, far-reaching advice. One of the most rewarding aspects of my work is helping families define what money means to them and aligning their financial decisions with their personal, professional, and philanthropic goals.
In my current role, I focus on nurturing a collaborative, family-friendly team culture while continuing to work closely with clients to help them achieve their life goals. I also specialize in succession planning for small business owners. Beyond client work, I help guide the firm’s strategic vision, mentor new team members, and serve on our investment committee – where I bring both creativity and experience to the development of innovative financial planning strategies.
Originally from Brooklyn, New York, I moved to California with my family in 1956 and now call Sebastopol home, where I live with my wife, Susan. Giving back is a significant part of my life; I serve on several advisory boards that support children and teens, environmental causes, and the arts. Outside of work and volunteering, I enjoy traveling, playing with my dog, hiking, music, reading, gardening, and spending quality time with my granddaughter.
