Meet the Willowbranch Team
We believe that thoughtful planning and genuine relationships are the foundation of lasting financial well-being. Our team is made up of dedicated professionals who are here to guide and support you on your financial journey. Review the bios below to learn more about each of our advisors and support staff.
Brad Paul, AAMS®, CMFC®, CPFA®
Managing Partner and Financial Advisor
bpaul@willowbranchfinancial.com
Brad is a seasoned Financial Advisor. For over 20 years he has helped many people and business owners with a broad array of financial matters. His experience gives him the insight to help his clients make well-informed...
Dan Six
Financial Advisor
dsix@willowbranchfinancial.com
Cathy Snavely
Director of Client Services
csnavely@willowbranchfinancial.com
As our Director of Client Services, Cathy is responsible for client-related communications and of course you’ll find her at our front desk greeting clients and guests. Cathy communicates with clients every day assisting with scheduling...
Karen Messinger
Director of Operations
kmessinger@willowbranchfinancial.com
As Director of Operations, Karen supports the team by overseeing office processes and helps keep us as efficient as possible. Her work includes process improvement, compliance, managing events, social media, and processing transactions.
Cathy Orwan
Retired