“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, 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.
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% […]
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 […]