“Businessman and writer Max De Pree said, ’We cannot become what we want to be by remaining what we are.’ In the same vein, we strive to continuously find new, more effective ways of delivering the premium client experience. We do this by successfully utilizing new technologies and the diverse skillsets of our team so that we can maximize the time that we invest into our most important asset: our clients.”
JOIN DATE: 2014
Tim’s role at Willow Creek is to optimize the firm’s seamless and efficient daily operations, enabling us to pursue our highest standards of client care as a unified team. His success is built on a foundation of hands-on, multifaceted experience in investment and portfolio management, trust management, regulatory compliance, and technology/system operations.
Before joining Willow Creek, Tim managed operations, compliance and investing for Exchange Bank’s Trust & Investment Management Group. He has a bachelor’s degree in economics with a minor in managerial economics from the University of California, Davis.
ON A PERSONAL NOTE: Tim was born and raised in Sonoma County and lives in Windsor with his wife Rachel and their dog Olive. He has been an active member of the Sonoma County Sheriff’s Office Search & Rescue Unit since 2009. He currently volunteers more than 200 hours per year as a search manager and duty officer.
In light of the increasing number of cyber attacks and data breaches in today’s technology-driven world, it is a good idea to always be mindful of protecting your own personal information when communicating via email or accessing financial websites. To this end, we have assembled the following list of tips for consideration to help minimize […]