Willow prides herself on her professionalism, dedication, knowledge, and ability to understand clients’ needs and financial objectives. Willow’s philosophy is centered around building long term relationships based on mutual respect, performance, and outstanding client service. She enjoys working with clients, and makes an extra effort to get to know the person behind the financial statement. This approach enables her to take clients’ entire financial picture into consideration before to help them make the decisions best suited for them.
Willow’s credentials include:
• BA, University of California, Los Angeles
• Series 7 Licensee
• Director of Public Relations, Rotary Club of Calabasas
• Director of Membership, Rotary Club of Calabasas
• Member, UCLA Young Alumni Development Council
Willows enjoys staying active in the Los Angeles community and is Director of Public Relations and Director of Membership for the Rotary Club of Calabasas, along with serving on the UCLA Young Alumni Development Council.
In her free time, Willow enjoys horseback riding, snowboarding, soccer, volleyball, and hiking. She especially enjoys traveling and exploring different cultures as she believes there is something to be learned from everyone and every place. On a personal note, Willow is a native Californian and currently resides in Calabasas, California