“To quote Woodrow T. Wilson, ‘You are not here merely to make a living. You are here in order to enable the world to live more amply, with greater vision, with a finer spirit of hope and achievement.’ I truly believe in enabling those around me to achieve their goals.”
JOIN DATE: 2016
CONTACT: [email protected]
My 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. My success is built on a foundation of hands-on, multifaceted experience in client care, process efficiency, regulatory compliance, and technology/systems operations.
Before joining Willow Creek, I was the Operations Director for Sanctuary Wealth Services, where I provided day-to-day operational support to advisors. I am proud to bring a wealth of knowledge from my experiences with Sanctuary and my three-year tenure on the TD Ameritrade Operations Panel.
ON A PERSONAL NOTE: I live in the country between Sebastopol and Occidental with my husband Christian, three kids, and three dogs. When we are not working in our garden, you can find us doing a CrossFit workout, or camping in the mountains, where we can kayak and paddle board.