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Kelly Noonan

Kelly Noonan
Partner, Chief Operating Officer

“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

CONTACT: kelly@willowcreekwealth.com

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, processes, workflows and procedures, and shapes our firm-wide growth and development. Kelly assumed her COO role after 20+ years of managing operations at Willow Creek. She has overseen many initiatives – from integrating investment management strategies, to 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.

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 competing in dog agility sporting events with her Shetland Sheepdog, Fletch.

Read the latest from Kelly

Don’t Pay Full Price for College

According to the College Board*, tuition at four-year public colleges rose 6.5% this year while private colleges raised tuition 4.4%. So we thought a follow-up on Lynn O’Shaughnessy’s book “The College Solution” was in order. Here are some of Lynn’s late-stage college strategies: · Don’t believe the sticker price – public universities are discounting 15% […]

The College Solution

Willow Creek Financial CFO, Kelly Noonan, reviews a very helpful book on choosing the right college titled The College Solution: A Guide for Everyone Looking for the Right School at the Right Price. “The book is a practical, easy to read guide for selecting and paying for college. Particularly for parents, like myself, who may […]

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