CoverProfile

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

More profiles to browse

Profile Photo
Mark Keating
Senior Wealth Advisor, Managing Partner, Chief Investment Officer
Profile Photo
Bruce Dzieza
Founder, Chairman and President

You Might Like

SG
Sujit Govindraj
Executive Vice President, Managing Group Director
Flagstar Bank
Profile Photo
Todd Walters
Co-Founder & Managing Member
Spearhead Capital Advisors, LLC. (Private)
BH
Bob Helmer
President Emeritus
Baldwin Wallace University
RD
Russ Degitz
Principal
Huntington University