Advisor
Teresa Mitchell, CFP®
Teresa joined Willow Creek Financial Services, Inc. in September 2001. She assumed many roles over the ensuing years most recently working as a paraplanner preparing comprehensive financial plans for WCFS clientele. She passed the rigorous education, examination, experience and ethics requirements and obtained her Certified Financial Planner CFP® certification in January 2008.
Speaking with potential Willow Creek clients is one of Teresa’s key responsibilities. She also enjoys the extensive interaction and comprehensive financial plan presentation to existing clients. Teresa serves as Willow Creek’s assistant compliance officer and maintains the company Website.
Teresa graduated from UC Davis and TCU with a BFA in Theater Arts. She worked as a small business financial manager before attending the California Culinary Academy and opening her own restaurant in San Francisco's South-of-Market area. Teresa’s entrepreneurial experience continued into the internet venue where she worked as product production manager for gourmet food & cookware online purveyor Tavolo.com. In addition to cooking, Teresa enjoys gardening, learning "something new" and taking training & agility classes with her retriever/chow puppy, Honey.