Willow Creek Wealth Management, Inc.

Jacob Weber is a CFP® with 10 years of industry experience, currently serving as an advisor at Willow Creek Wealth Management, Inc. since 2017. Prior to joining Willow Creek, he worked at Charles Schwab and Charles Schwab Bank from 2014 to 2017. Willow Creek Wealth Management provides asset management, financial planning, 401(k) plan investment advisory, and limited financial consulting to individuals, families, high-net-worth clients, pension and profit-sharing plans, trusts, and charitable organizations. The firm emphasizes a passive management investment approach focused on asset-class diversification, tax-efficient portfolio construction, disciplined rebalancing, and fiduciary standards.

Bruce Dzieza is a CFP® certificant with 26 years of industry experience, currently serving as an advisor at Willow Creek Wealth Management, Inc. since 2013. He holds Series 63 and Series 65 licenses and is based in Sebastopol, CA. Willow Creek Wealth Management serves individual, high-net-worth, and institutional clients, providing discretionary asset management, comprehensive financial planning, and 401(k) advisory services. The firm emphasizes diversified asset-class allocation using low-cost institutional vehicles and passive management principles, operating under fiduciary standards.

David Lawrence is a CFP® professional with 18 years of industry experience. He has been with Willow Creek Wealth Management, Inc. since 2016. Willow Creek Wealth Management serves individual and high-net-worth clients as well as institutional clients, offering discretionary asset management, comprehensive financial planning, and 401(k) plan advisory services. The firm employs an investment approach based on academic research and passive management principles, emphasizing diversified asset-class allocation and systematic rebalancing.

Eric Keating is a CFP® with seven years of industry experience, currently serving as a financial advisor at Willow Creek Wealth Management, Inc. Prior to joining the firm, he worked at JDH Wealth Management and was involved with Keating Wine, LLC for ten years. Willow Creek Wealth Management serves individual and high-net-worth clients as well as institutional clients including pension plans, trusts, and charitable organizations. The firm emphasizes diversified asset-class allocation and systematic rebalancing using low-cost institutional vehicles, managing portfolios under fiduciary standards.

Griffin Sheehy is a financial advisor at Willow Creek Wealth Management, Inc. with 11 years of industry experience. He holds a Series 66 designation and has worked at Willow Creek since 2021, following five years at Shone Asset Management LLC. Willow Creek Wealth Management provides asset management, financial planning, 401(k) plan investment advisory, and limited financial consulting to individuals, families, high-net-worth clients, pension and profit-sharing plans, trusts, and charitable organizations. The firm employs a passive management approach based on academic research, emphasizing asset-class diversification, tax-efficient portfolio construction, and disciplined rebalancing while operating under a fiduciary standard.

Jason Gittins is a CFP® professional with 21 years of industry experience, currently serving as an advisor at Willow Creek Wealth Management, Inc. since 2013. He is based in Sebastopol, CA. Willow Creek Wealth Management serves individual and high-net-worth clients as well as institutional clients such as pension and profit-sharing plans, trusts, and charitable organizations. The firm employs a fiduciary approach using academically informed, passive management strategies focused on diversified asset-class allocation and systematic rebalancing.

Rawson Gulick is a CFP® with six years of industry experience, currently serving as a financial advisor at Willow Creek Wealth Management, Inc. He has worked at Willow Creek since 2019 and previously held roles at Launchsail LLC and Broadmark Asset Management LLC. Willow Creek Wealth Management serves individual and high-net-worth clients as well as institutional clients, providing discretionary asset management, comprehensive financial planning, and 401(k) plan advisory services. The firm employs an investment approach based on academic research and passive management principles, emphasizing diversified asset allocation and systematic rebalancing.

Heather Belli is a CFP® professional with 21 years of experience in financial advising. She has been with Willow Creek Wealth Management, Inc. since 2013. Willow Creek Wealth Management serves individual, high-net-worth, and institutional clients, providing discretionary asset management, financial planning, consulting, and 401(k) advisory services. The firm employs an investment approach based on academic research and passive management principles, emphasizing diversified asset allocation and systematic rebalancing.

Mark Keating is a financial advisor at Willow Creek Wealth Management, Inc. in Sebastopol, CA, with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Willow Creek since 2013. Willow Creek Wealth Management serves individual, high-net-worth, and institutional clients, offering discretionary asset management, comprehensive financial planning, and 401(k) investment advisory services. The firm employs a passive management approach based on academic research, focusing on diversified asset-class allocation and systematic rebalancing using low-cost institutional vehicles.

David Homan Jr. is a CFP® professional with 12 years of industry experience, currently serving as an advisor at Willow Creek Wealth Management, Inc. since 2013. Prior to joining Willow Creek, he worked at Intersect Marketing for 11 years. Willow Creek Wealth Management serves individual, high-net-worth, and institutional clients, offering discretionary asset management, comprehensive financial planning, and 401(k) advisory services. The firm employs investment strategies based on academic research and passive management principles, emphasizing diversified asset-class allocation and systematic rebalancing.