As a member of Willow Creek’s management team, I consider myself to be our head “clients-come-first” cheerleader, and I hope that same enthusiasm is felt throughout our operations. I oversee our systems and I help shape our firm-wide growth and development. I assumed my COO role after 20+ years of managing operations at Willow Creek. I have overseen many initiatives – from 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. As CFO and a member of the leadership team, I contribute to strategic planning for business and employee development.

Kelly Noonan
Chief Operating Officer, CFO, Managing Partner
Willow Creek Wealth Management
United States, California, Windsor
About Me
Profile Information
Chief Operating Officer, CFO, Managing Partner
Willow Creek Wealth Management
Investment Team,Operations Team
Investor
RIA/Wealth Manager/Asset Manager
Windsor
California
United States
Oct 26, 2024
More profiles to browse
Bruce Dzieza
Founder, Chairman and President
Mark Keating
Senior Wealth Advisor, Managing Partner, Chief Investment Officer
You Might Like
PM
Prtima MISHRA1
Software Engineer
PA TEST
BH
Bob Helmer
President Emeritus
Baldwin Wallace University
EC
Elizabeth Cook
Chief Compliance Officer
Magnolia Wealth Management LLC
ME
Michelle Elliott
Chief Operating Officer & Senior Client Service Manager
Kowalski Financial