What departments does Willow Creek Wealth Management have?

Willow Creek Wealth Management has employees across 4 departments including Finance, Marketing, Banking, Administrative.

What is the largest department at Willow Creek Wealth Management?

The largest department at Willow Creek Wealth Management is Finance with 2 employees.

Where are Willow Creek Wealth Management employees located globally?

Willow Creek Wealth Management has employees across 2 continents and 3 countries including United Kingdom Of Great Britain And Northern Ireland, United States Of America, Canada.

How has Willow Creek Wealth Management's team size changed over time?

Willow Creek Wealth Management's team has decreased from approximately 26 to 14 employees based on available data.

Willow Creek Wealth Management Employee Directory

Investment ManagementCalifornia, United States11-50 Employees

Willow Creek Wealth Management is an investment management firm based in Sebastopol, California, that has provided independent wealth management services since 1984. It serves individuals, families, and businesses, offering guidance for financial planning and asset management tailored to each client. The company operates in the investment management industry, emphasizing independent advisory relationships with its clients.

In January 2024, the firm announced leadership changes, appointing Beverly Hanson as director of operations and Nancy Spallino as client service associate, with both named as shareholders. The organization has continued to expand its staff, including the 2022 hire of Eric Keating as a wealth adviser. Earlier industry recognition included a No. 77 ranking on CNBC's 2021 Financial Advisor 100 list.

Willow Creek Wealth Management Global Highlights

North America
62

United States Of America
60
Canada
2

Europe
1

United Kingdom Of Great Britain And Northern Ireland
1

Willow Creek Wealth Management's Leadership

E. M.
Managing Partner And Accredited Investment Fiduciary
Mobile Phone
Email
M. K.
Senior Wealth Advisor, Managing Partner, Chief Investment Officer
Mobile Phone
Email
D. O. R.
Director Marketing
Mobile Phone
Email
N. S.
Senior Client Service Associate
Mobile Phone
Email
C. D.
Financial Planner
Mobile Phone
Email
W. W.
Financial Advisor
Mobile Phone
Email
P. D.
Administrative Assistant
Mobile Phone
Email
Z. C.
Mobile Phone
Email

Willow Creek Wealth Management Employee Metrics

100%

50%

0%

2026

2025

Banking
Business
Entrepreneurship
Human Resources
Accounting
Other
Administrative
Analytics

Contact profiles from Willow Creek Wealth Management

Name

Title

Contact Info

Location

Last Update

E. M.
Managing Partner And Accredited Investment Fiduciary
Mobile Phone
Email
Jul 08, 2026
M. K.
Senior Wealth Advisor, Managing Partner, Chief Investment Officer
Mobile Phone
Email
Jul 30, 2026
D. O. R.
Director Marketing
Mobile Phone
Email
Oct 17, 2024
N. S.
Senior Client Service Associate
Mobile Phone
Email
Apr 22, 2025
C. D.
Financial Planner
Mobile Phone
Email
Canada
Jun 06, 2025
W. W.
Financial Advisor
Mobile Phone
Email
Mar 25, 2026
P. D.
Administrative Assistant
Mobile Phone
Email
Oct 17, 2024
Z. C.
Mobile Phone
Email
May 07, 2026

Frequently Asked Questions

What is Willow Creek Wealth Management known for?

Willow Creek Wealth Management was founded in 1984 operates in the Investment Management industry; you can contact the main corporate office by phone at

+1-707-829-****

. Explore Willow Creek Wealth Management's company overview page for more information.

What is Willow Creek Wealth Management's most common email format?

Willow Creek Wealth Management employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Willow Creek Wealth Management email formats with LeadIQ.

How many employees does Willow Creek Wealth Management have currently?

Willow Creek Wealth Management has approximately 32 employees as of July 2026. These team members are located across 2 continents, including North AmericaEurope.

Who are Willow Creek Wealth Management's key employees and leadership?

As of July 2026, Willow Creek Wealth Management's key employees include:

Managing Partner And Accredited Investment Fiduciary: E. M.
Senior Wealth Advisor, Managing Partner, Chief Investment Officer: M. K.
Director Marketing: D. O. R.
Senior Client Service Associate: N. S.
Financial Planner: C. D.

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Willow Creek Wealth Management Employee Directory

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