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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.

Find Willow Creek Wealth Management employees' phone numbers or email addresses

Willow Creek Wealth Management Global Highlights

Location
Employees

North America
62

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  • United States Of America
    60
  • Canada
    2

Europe
1

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  • United Kingdom Of Great Britain And Northern Ireland
    1

Willow Creek Wealth Management's Leadership

  • Managing Partner, Finanical Services at Willow Creek Wealth Management
    E. M.
    Managing Partner, Finanical Services
    Mobile Phone
  • Senior Wealth Advisor, Managing Partner, Chief Investment Officer at Willow Creek Wealth Management
    M. K.
    Senior Wealth Advisor, Managing Partner, Chief Investment Officer
    Mobile Phone
  • Director Marketing at Willow Creek Wealth Management
    D. O. R.
    Director Marketing
    Mobile Phone
  • Senior Client Service Associate at Willow Creek Wealth Management
    N. S.
    Senior Client Service Associate
    Mobile Phone
  • Financial Planner at Willow Creek Wealth Management
    C. D.
    Financial Planner
    Mobile Phone
  • Financial Advisor at Willow Creek Wealth Management
    W. W.
    Financial Advisor
    Mobile Phone
  • Administrative Assistant at Willow Creek Wealth Management
    P. D.
    Administrative Assistant
    Mobile Phone
  • Employee at Willow Creek Wealth Management
    Z. C.
    Mobile Phone

Willow Creek Wealth Management Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Entrepreneurship
  • Human Resources
  • Other

Contact profiles from Willow Creek Wealth Management

Name
Title
Contact
Location
Last Update
  • Managing Partner, Finanical Services at Willow Creek Wealth Management
    E. M.
    Managing Partner, Finanical Services
    Mobile Phone
    Sep 11, 2026
  • Senior Wealth Advisor, Managing Partner, Chief Investment Officer at Willow Creek Wealth Management
    M. K.
    Senior Wealth Advisor, Managing Partner, Chief Investment Officer
    Mobile Phone
    Sep 10, 2026
  • Director Marketing at Willow Creek Wealth Management
    D. O. R.
    Director Marketing
    Mobile Phone
    Oct 17, 2024
  • Senior Client Service Associate at Willow Creek Wealth Management
    N. S.
    Senior Client Service Associate
    Mobile Phone
    Apr 22, 2025
  • Financial Planner at Willow Creek Wealth Management
    C. D.
    Financial Planner
    Mobile Phone
    Canada
    Jun 06, 2025
  • Financial Advisor at Willow Creek Wealth Management
    W. W.
    Financial Advisor
    Mobile Phone
    Mar 25, 2026
  • Administrative Assistant at Willow Creek Wealth Management
    P. D.
    Administrative Assistant
    Mobile Phone
    Oct 17, 2024
  • Employee at Willow Creek Wealth Management
    Z. C.
    Mobile Phone
    May 07, 2026

Frequently Asked Questions

What is Willow Creek Wealth Management known for?

Minus sign iconPlus sign iconWillow Creek Wealth Management was founded in 1984 and operates in the Investment Management industry. You can contact Willow Creek Wealth Management's 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?

Minus sign iconPlus sign iconWillow Creek Wealth Management employees' email format typically follows the pattern of First@willowcreekwealth.com. 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?

Minus sign iconPlus sign iconWillow Creek Wealth Management has approximately 32 employees as of August 2026. These team members are located across 2 continents, including North America and Europe.

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

Minus sign iconPlus sign icon

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

  • Managing Partner, Finanical Services: 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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