Portfolio Administration
Kelly Noonan, CFO
Partner
Kelly is a partner, as well as Willow Creek Financial's Chief Financial Officer. She has worked for Willow Creek Financial Services, Inc. since 1993. She puts her extensive background in computer programming to use designing and maintaining Willow Creek Financial's various databases. She also reviews your portfolio to be sure it is in balance with your portfolio model and oversees the preparation of the investment reports you receive every quarter.
Kelly's personal time is devoted to her husband Todd and daughters, Gianna and Kerianne, who are currently attending college, and high school respectively. Kelly is a travel buff, and she and her family enjoy taking many vacations together. Kelly also has a lot of fun competing in the sport of dog agility with her Shetland Sheepdog, Fletch.