As Willow Creek’s founder, our firm’s roots and core values spring from my early and ongoing passion for serving my clients’ highest wealth interests with far-reaching advice. I find so much joy in helping families determine what money means in their lives, and how they can effectively connect it with their personal, professional and philanthropic goals. As founder and CEO, it is imperative for me to create a collaborative and family-friendly team culture, while continuing to work directly with clients on their life goals. I also keep an eye on our strategic vision and am a mentor to new team members. I count on my creativity and experience to add value to the firm’s investment committee,