“I was drawn to Willow Creek by the dedication everyone here shares for our clients, community and employees. The work environment makes employees feel connected, creating a positive work experience.”
As part of our operations team, my primary focus at Willow Creek is to streamline our daily trade execution, portfolio rebalancing, and account management, so our advisors can spend the majority of their time connecting directly with our clients. I am proud to bring a decade of investment, trust, and fiduciary operations experience to Willow Creek.
I earned a bachelor’s degree in business administration with a concentration in finance from Sonoma State University, and I hold a Certified Securities Operations Professional (CSOP) designation through the Institute of Certified Bankers.
I live in Santa Rosa with my wife, daughter, and son. We enjoy spending time listening to music and reading as well as hiking different Sonoma County trails.
