Willow

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 seven years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Thrivent Financial and Thrivent Investment Management Inc. Madison is based in Rogers, Arkansas. 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 long-term portfolio management. The firm operates as a fiduciary and offers discretionary portfolio management alongside comprehensive planning services.

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 five years of industry experience. He holds a Series 66 designation and previously worked at Thrivent Investment Management Inc. from 2020 to 2025. Willow serves individual and high-net-worth clients, as well as trusts and estates, offering wealth management and financial planning with an emphasis on fundamental analysis and a long-term investment approach. The firm provides discretionary portfolio management and comprehensive planning advice covering retirement, estate, and related financial matters.