Willow Street Group is pleased to announce the addition of two Client Service professionals to the Willow Street team.
In her role as Client Services Manager, Virginia (Ginny) Senn will work closely with clients and advisors to provide financial analysis and reporting, cash flow management, and to act as a primary point of contact for some of Willow Street’s largest client families. Ginny earned her B.A. in Sociology from the University of Virginia and plans to pursue her certification as a CTFA. Prior to joining Willow Street Ginny held positions in banking as well as education.
As a Client Services Specialist, Sonia Diaz will be supporting the firm with administrative services, cash flow management and other special projects customized to each client family. Sonia attended UC Santa Cruz and the Universitat de Barcelona, Spain, earning a B.A. in Fine Art with a minor in Latin American Studies. Sonia comes to Willow Street with a background in office and retail management and most recently as the Homeowner’s Services Manager for Habitat for Humanity. She is fluent in Spanish and English.
The Willow Street Group, based in Jackson Hole, Wyoming, establishes Private Family Trust Companies for multinational, multigenerational families and offers trustee services via its affiliate, the Willow Street Trust Company of Wyoming, a state-chartered trust company. Since its founding in 2005, Willow Street has worked closely with clients and their advisors to provide a superior level of service, building long-term relationships with clients so they have the freedom to enjoy their resources and be responsible stewards of their family wealth.