Lucas Duffy is a financial advisor at Willow Creek Capital Management, Inc. with one year of industry experience. He holds a Series 65 designation and has worked at firms including Rock Creek Group and Raymond James Financial Services. Willow Creek Capital Management provides portfolio management and pension consulting services to individuals, high-net-worth clients, retirement plans, charitable organizations, and business entities. The firm combines fundamental analysis and modern portfolio theory with a long-term trading approach, offers ESG screening upon client request, and serves as a fiduciary for retirement accounts.

Susan Estep is a financial advisor at Willow Creek Capital Management, Inc. with 39 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Raymond James Financial Services, Wells Fargo Advisors, Merrill, and Citigroup Global Markets. She is also an owner and officer at Willow Creek Capital Management and Estep, Geeting and Weber Capital Management. Willow Creek Capital Management provides discretionary and non-discretionary portfolio management and pension consulting to individuals, high-net-worth clients, retirement plans, charitable organizations, and business entities. The firm integrates fundamental analysis and modern portfolio theory with a long-term trading approach and offers ESG screening using Morningstar data for clients who request it.

David Weber is a financial advisor at Willow Creek Capital Management, Inc. with 22 years of industry experience. He holds the Series 66 designation and has worked at firms including Wells Fargo Advisors Financial Network, Merrill, and Citigroup Global Markets. Outside of his advisory role, Weber serves as an officer for several support companies associated with his firm. Willow Creek Capital Management provides discretionary and non-discretionary portfolio management and pension consulting to individuals, high-net-worth clients, retirement plans, charitable organizations, and businesses. The firm combines fundamental analysis and modern portfolio theory with a long-term trading approach and offers ESG screening for clients who request it.