“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.”
JOIN DATE: 2015
CONTACT: [email protected]
As part of our growing client service 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.
ON A PERSONAL NOTE: I live in Rohnert Park with my wife and daughter, and we enjoy spending time listening to music and reading as well as hiking different Sonoma County trails.