Gina Kyle Earns CTFA

Willow Street is pleased to share that Gina Kyle, Associate Director, Client Services, has earned the Certified Trust and Fiduciary Advisor (CTFA) designation from the American Bankers Association. This achievement demonstrates Gina’s competence and expertise in complex financial matters related to the trust and estate industry, tax planning, and growing and preserving wealth. As an Associate Director, Gina serves as a primary point of contact for client families, accountable for working closely with clients and their advisors, including legal, tax/accounting, investment, and banking leads. She is responsible for trust administration, financial reporting and analysis, cash flow management, and special projects

“This achievement is a significant milestone and reflects Gina’s strong commitment to professional growth and excellence in client service and trust administration. We look forward to seeing her apply her expanded knowledge as she grows her client base and continues to serve as a mentor to her Willow Street colleagues.”
— Amanda Mohnk, Managing Director, Client Services

Congratulations, Gina!

Please contact Willow Street if you would like additional information on any of the topics discussed herein. Willow Street Group, LLC and its principals, agents, and affiliates do not provide legal or tax advice with respect to any matter, and no part of its services may be construed as legal or tax advice. For educational purposes only.

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