“I am so proud to be able to support the amazing advisors here at Willow Creek. I love to see how we truly make a positive impact on the lives of our clients.”
As Chief Operating Officer and a member of Willow Creek’s management team, I help guide the firm’s growth, development, and internal systems – always with a focus on putting our clients first. I’ve worn many hats over the past 30+ years, and today I lead our operations with an eye toward creating the best possible experience for both our clients and our team. From behind the scenes, I work to ensure that our infrastructure, service model, and strategic planning all reflect the same care and attention we bring to every client relationship.
One of the most rewarding parts of my role is championing a service culture where clients truly come first. I’ve helped lead numerous firm-wide initiatives – from enhancing our service offerings to adopting new technologies – always thinking about how each decision supports the financial lives of the people we serve. I also take pride in supporting our team internally, creating space for professional growth, collaboration, and innovation across departments.
A long-time Sonoma County resident, I currently live in Santa Rosa with my husband, Todd. I love spending time with family and friends, especially our two grown daughters who always keep me laughing. I’m an enthusiastic traveler with a never-ending bucket list – but the Hawaiian Islands hold a special place in my heart, especially Kaua’i, where I’m lucky to spend part of each year. Whether I’m exploring a new destination or relaxing with family, I value experiences that bring joy, connection, and a little bit of adventure.
