“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.”
JOIN DATE: 1993
CONTACT: [email protected]
As a member of Willow Creek’s management team, I consider myself to be our head “clients-come-first” cheerleader, and I hope that same enthusiasm is felt throughout our operations. I oversee our systems and I help shape our firm-wide growth and development. I assumed my COO role after 20+ years of managing operations at Willow Creek. I have overseen many initiatives – from advancing our service offerings, to applying the latest technologies – always with an eye toward how each could best contribute to our clients’ financial well-being. As CFO and a member of the leadership team, I contribute to strategic planning for business and employee development.
ON A PERSONAL NOTE: I am an absolute travel buff, and I’ve got lots of places still to discover on my bucket list! I love the Hawaiian Islands, and spend part of each year on my favorite island of Kaua’i. I love spending time with my husband, Todd, and my two grown daughters, who always keep me laughing.
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