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Kelly Noonan

Chief Operating Officer, CFO, Managing Partner

Willow Creek Wealth Management

United States, California, Windsor

About Me

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.

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

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