“I am so proud to be able to support the amazing advisors here at Willow Creek. I love to see how they truly make a positive impact on the lives of our clients.”
JOIN DATE: 1993
As a member of Willow Creek’s management team and head “clients-come-first” cheerleader, Kelly’s presence is felt throughout our operations. She oversees our systems, and shapes our firm-wide growth and development. Kelly assumed her COO role after 20+ years of managing operations at Willow Creek, and has helped scale the organization smoothly and efficiently. She has 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 a member of the leadership team, she contributes to strategic planning for business and employee development.
ON A PERSONAL NOTE: Kelly has been married to her husband Todd since 1991, and they have two daughters. Kelly is a travel buff, and takes many vacations with her family. She also has fun hanging out with her three dogs, Fletch, Elle and Hanalei.