“I am driven by a desire to make a positive impact in people’s lives. Sometimes all that takes is a friendly voice on the phone reassuring them that we have answers to their financial concerns. Whether it’s face to face with the client, or behind the scenes, I love being part of this team helping our clients realize their goals.”
JOIN DATE: 2014
Thea started with Willow Creek as our receptionist, and is now a key member of our client service team. She works closely with our advisors to help service their clients’ needs, including new account set-up, cash requests, and other related activities. Thea is also a genius at organizing client events, and helps plan and execute our popular get-togethers.
Before joining Willow Creek, Thea was assistant director for the Sebastopol Community Cultural Center where she managed the organization’s marketing and communications. Prior to that, she held a variety of marketing and administrative positions with businesses throughout Sonoma County.
Thea earned her bachelor’s degree from Sonoma State University. She also has been inspired by her experience at Willow Creek to further her own financial planning skills. In 2015, she earned her Accredited Asset Management Specialist® designation from the College for Financial Planning.
ON A PERSONAL NOTE: Thea lives in Santa Rosa with her husband Matt. She enjoys gardening, rock climbing, and hiking the Annadel State Park trails.