Willow Street is pleased to share that the American Banker’s Association has named Senior Relationship Manager Ginny Senn as a Certified Trust and Fiduciary Advisor (CTFA). Earning the CTFA designation demonstrates competence and expertise in complex financial matters related to the trust and estate industry, tax planning and growing and preserving wealth. The CTFA is a recognized standard of excellence for trust and financial advisors.
Earning the CTFA helps me see things through the lens of a fiduciary first, which is of paramount importance in my role as a primary point of contact for our clients and their advisors. Obtaining the CTFA has complemented my on-the-ground experience by deepening my technical knowledge base regarding fiduciary and trust activities, financial planning, tax law, and investment managment.
—Ginny Senn, CTFA
Tricia Overdyke, Senior Managing Director and COO of Willow Street, commented, “Ginny’s completion of the CTFA underscores her strong technical knowledge in trusts and taxation. By combining her deep experience in client services with this certification, she brings thought partnership and leadership to our team and client families.”
Please join us in congratulating Ginny on this achievement.