“Our financial lives are full of landmines. Our goal is to help clients take the road to financial success by identifying and defusing these landmines so the road is clear.”
JOIN DATE: 1982 (Founder)
CONTACT: [email protected]
As Willow Creek’s founder, our firm’s roots and core values spring from my early and ongoing passion for serving my clients’ highest wealth interests with far-reaching advice. I find so much joy in helping families determine what money means in their lives, and how they can effectively connect it with their personal, professional and philanthropic goals. As founder and Chairman of the Board, it is imperative for me to create a collaborative and family-friendly team culture, while continuing to work directly with clients on their life goals. I also keep an eye on our strategic vision and am a mentor to new team members. I count on my creativity and experience to add value to the firm’s investment committee, and I help the firm with innovative financial planning solutions.
Prior to founding Willow Creek, I gained broad financial planning experience, with particular experience in asset management and real estate. Drawing on my experience and credentials, I regularly share insights with the local, regional, and national press, including The Press Democrat, NorthBay Biz, The San Francisco Chronicle, and The Wall Street Journal.
ON A PERSONAL NOTE: I was born in Brooklyn, NY, and my family moved to California in 1956. My wife Susan and I live in Sebastopol. Charitable giving and volunteerism are important parts of my life, and I volunteer on many advisory boards focusing on issues related to at-risk children and teenagers, the environment, and the arts. Most recently, I joined Sonoma State University’s Green Music Center Board of Advisors. In my spare time I enjoy hiking, music, reading, and working in the garden.
EDUCATION:
- BA, Sonoma State University
- CERTIFIED FINANCIAL PLANNER™ professional
AFFILIATIONS:
- The National Association of Personal Financial Advisors
- Certified Financial Planner - CFP Board
- Financial Planning Association
- Sustainability Council for Dimensional Fund Advisors, Founding Member
COMMUNITY:
