"At Willow Creek, we rely on the team approach and all work together to create the best possible service for our clients’ success. I personally thrive on going that extra mile for each and every client.”
As one of Willow Creek’s “consider-it-done” client service specialists, I strive to make things easy for our clients, whether they’re just getting started or have been with us for years. I handle a wide range of account maintenance tasks on a day-to-day basis – everything from opening new accounts and submitting transfer requests to setting up client portal access and processing cash movements. My goal is to provide prompt, thoughtful, and reliable service while making every interaction feel personal. I am always happy to help, and I take pride in being part of a team that truly puts clients first.
I believe in honesty, integrity, and making each client my top priority. Whether I’m assisting a Wealth Advisor behind the scenes or working directly with a client, I’m focused on delivering a seamless, supportive experience built on trust and attention to detail. I believe that great service begins with great care, and I’m always ready to go the extra mile to make each client feel supported and prioritized.
A long-time resident of Sonoma County, my husband, Chris, and I happily raised our three grown children in Windsor. We’ve since moved to beautiful Idaho, but still love our Northern California roots and visit often. When I’m not working, I enjoy staying active through running, hiking, and skiing. But my favorite past-time is spending quality time with family, especially my 3 amazing grandchildren!
