Willow Creek Wealth Management Directory


Last updated: February 23rd, 2020. Data source: SEC & FINRA filings.

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Full Name Trusted Years Registered Years at Firm Disclosures Registration Status
Bruce Jay Dzieza Yes 35 20 No Investment Advisor
Heather Cary Belli Yes 14 14 No Investment Advisor
David Dale Homan Yes 6 6 No Investment Advisor
Teresa Douglas Mitchell Yes 12 12 No Investment Advisor
Jason Richard Gittins Yes 14 14 No Investment Advisor
David Bruce Lawrence Yes 12 4 No Investment Advisor
Mark Francis Keating Yes 16 12 No Investment Advisor
Jacob Matthew Weber No 3 Less than a year No Investment Advisor