"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 an Investments and Trading Associate, I am responsible for working with our advisors and the rest of the Trading Team to ensure all trades are executed correctly and in a timely manner each day. When I’m not working on daily trade executions, my primary focus as part of the operations team is portfolio rebalancing and account management, allowing our advisors to spend their time and energy connecting directly with our clients.
What I enjoy most about my role is knowing that my behind-the-scenes work directly contributes to the exceptional service our clients receive. I find satisfaction in creating efficient systems that allow our advisors to focus on what they do best—building relationships and providing personalized financial guidance.
I live in Santa Rosa with my wife, daughter, and son. We enjoy spending time together listening to music or reading. On weekends, you can usually find us hiking different Sonoma County trails or visiting one of our local community parks. We also love to get out and travel, with our favorite destination so far being Rome, Italy!
