Willow Street is pleased to share that George Hein, Director, Client Services, has earned the Certified Trust and Fiduciary Advisor (CTFA) designation from the American Bankers Association. This achievement reflects George’s expertise in complex financial matters related to the trust and estate industry, tax planning, and growing and preserving wealth.

George is a leader on our Client Services team and serves as a primary point of contact for clients, working closely with families and their advisors. He oversees trust administration, supports clients through financial analysis and cash flow management, and serves as an internal thought leader.

“This achievement reflects both George’s dedication to the profession and his commitment to delivering the highest level of service to our clients. Earning the CTFA designation, along with his recent promotion to Director, Client Services, are well-deserved accomplishments that continue to position both George and the firm for long-term success.”
— Amanda Mohnk, Managing Director

Congratulations, George!