Willow Creek Wealth Management Employee Directory

Q: What is Willow Creek Wealth Management known for?

Willow Creek Wealth Management was founded in 1984. Willow Creek Wealth Management operates in the Investment Management industry.

Investment ManagementUnited States11-50 Employees

Providing independent wealth management services for individuals, families, and businesses since 1984. Learn more at willowcreekwealth.com.

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

Willow Creek Wealth Management Global Highlights

North America
52

United States Of America
50
Canada
2

Europe
1

United Kingdom Of Great Britain And Northern Ireland
1

Willow Creek Wealth Management's Leadership

J. B.
Chief Operating Officer
Mobile Phone
Email
M. O.
President
Mobile Phone
Email
E. M.
Managing Partner And Accredited Investment Fiduciary
Mobile Phone
Email
C. D.
Owner
Mobile Phone
Email
L. S.
Partner
Mobile Phone
Email
M. K.
Senior Wealth Advisor, Managing Partner, Chief Investment Officer
Mobile Phone
Email
J. B.
Owner
Mobile Phone
Email
B. Z.
Client Administrative Director
Mobile Phone
Email

Contact profiles from Willow Creek Wealth Management

Name

Title

Contact Info

Location

Last Update

J. B.
Chief Operating Officer
Mobile Phone
Email
United StatesTexas
Jul 02, 2025
E. M.
Managing Partner And Accredited Investment Fiduciary
Mobile Phone
Email
United StatesColorado
Sep 20, 2025
M. O.
President
Mobile Phone
Email
United StatesIdaho
Jun 24, 2024
C. D.
Owner
Mobile Phone
Email
United StatesPennsylvania
Apr 24, 2025
L. S.
Partner
Mobile Phone
Email
United StatesTennessee
Apr 23, 2025
M. K.
Senior Wealth Advisor, Managing Partner, Chief Investment Officer
Mobile Phone
Email
Nov 07, 2025
J. B.
Owner
Mobile Phone
Email
United StatesTexas
Nov 06, 2025
B. Z.
Client Administrative Director
Mobile Phone
Email
United States
Aug 12, 2025
K. C.
Marketing Director
Mobile Phone
Email
United StatesGeorgia
Aug 11, 2025
D. O. R.
Director Marketing
Mobile Phone
Email
Oct 17, 2024

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. The company's main headquarters is located in 825 Gravenstein Hwy North, Suite 5, Sebastopol, CA 95472, US; 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 29 employees as of October 2025. These team members are located across 2 continents, including North AmericaEurope.

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

As of October 2025, Willow Creek Wealth Management's key employees include:

Chief Operating Officer: J. B.
President: M. O.
Managing Partner And Accredited Investment Fiduciary: E. M.
Owner: C. D.
Partner: L. S.

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