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...

Ryan has been a valued financial advisor for over 9 years. He works with many individuals and families to pursue their short and long-term financial objectives. He has built a solid practice by caring deeply for his clients...

As our Director of Operations, Heather oversees office processes and works to help us be as efficient as possible. Her office management work includes process improvement, accounts payable, expense reports, compliance, and more. She also...

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...

As an Administrative Assistant, Karen supports the team by making client meeting reminder calls, preparing advisors for those client meetings, managing our social media, and other administrative tasks.

Cathy was a founding Partner of Willowbranch Financial Group.  After 20 years of helping clients prepare for retirement, she joined the club in 2021.  It was a challenging decision for Cathy to retire because she really cared...