Philip Kapler is a financial advisor at Willow with 10 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Thrivent Financial and Thrivent Investment Management. Willow serves individual and high-net-worth clients, as well as trusts and estates, providing wealth management and financial planning with an emphasis on fundamental analysis and a long-term investment approach. The firm offers discretionary portfolio management and comprehensive planning advice, operating as a fiduciary and combining internal management with third-party tools.

Madison Derden is a financial advisor at Willow with eight years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Thrivent Financial and Thrivent Investment Management. Madison’s background also includes roles at KD Sales and JB Hunt. Willow provides wealth management and financial planning services to individuals, high-net-worth clients, trusts, and estates. The firm uses a long-term, fundamental-analysis investment approach, constructing portfolios mainly with ETFs and mutual funds while accommodating legacy positions and independent managers to meet client objectives and tax considerations.

Steven Schmitt is a CFP® professional with 18 years of industry experience. He is currently with Willow, where he has worked since 2023, following a 16-year tenure at Thrivent Financial for Lutherans and Thrivent Investment Management Inc. Willow serves individual and high-net-worth clients, as well as trusts and estates, providing wealth management and financial planning services. The firm emphasizes fundamental analysis and a long-term investment approach, typically using ETFs and mutual funds, and offers discretionary portfolio management along with comprehensive planning advice.

Joseph Chowansky is a financial advisor at Willow with a Series 66 designation and six years of industry experience. He previously worked at Thrivent Investment Management for five years and has held roles at the University of Arkansas, Oral Roberts University, and Robert Morris University. Willow provides wealth management and financial planning services to individuals, high-net-worth clients, trusts, and estates, using a primarily long-term, fundamental analysis investment approach that incorporates ETFs, mutual funds, and legacy positions. The firm offers discretionary portfolio management and support for charitable giving, with a flexible fee structure that differs from the standard percentage-of-assets model.