Hot spring terraces in Yellowstone National Park

About Willow Street

All families leave legacies for future generations through the passing down of experiences, wisdom, and gifts. Many families form trusts to help ensure that their legacy is preserved and shared with successive generations. At Willow Street, we work collaboratively with families and their advisors to understand and implement trust structures so that current and future generations may benefit from these gifts as they lead lives of purpose. We are a pure fiduciary, remaining free of real or perceived conflicts. We strive to perform our duties at the highest professional standard, with the utmost integrity and discretion, and with a firm commitment to be there for our clients over multiple generations.

Expertise

Willow Street’s team brings deep and diverse professional experiences to our roles. Our backgrounds in trust and estate planning, family office services, private banking, risk management, finance and investing, regulatory compliance, and business operations enables us to see both the big picture as well as risks and opportunities in the details.

Integrity

We strive always to do the right thing for our clients and our business. We follow both the letter and spirit of the law. We are transparent with our clients, advisors, and regulators. How we do things is as important as what we do. The trust of our clients, and our reputation, is earned through the integrity, judgment, and expertise we bring to each interaction.

Commitment

We enter into each client relationship expecting that it will last for generations. Therefore, we thoughtfully evaluate new relationships, ensuring an alignment in expectations and principles between both parties. We must be confident that we have the capabilities to do what is being requested, that sound reasons exist for seeking our services, and, most fundamentally, that a potential client’s values and our own are compatible.

Executive Leadership

Portrait of Phillip J Harrington, Jr. for Willow Street Group
Portrait of Betty Andrikopoulos for Willow Street Group
Portrait of Barbara Hoeft for Willow Street Group
Portrait of Tricia Overdyke CTFA, TEP, Chief Operating Officer at Willow Street Group family trust.
Portrait of Laurent Roux, Managing Director at Willow Street Group
Portrait of Scott D Weaver of Willow Street Group family trust

Team

Nate Bybee Senior Accounting Manager at Willow Street Group Tust Company
Betsy Cabradilla Director, Client Integration at Willow Street
Luette Keegan Vice President of Operations at Willow Street Group, LLC and Willow Street Trust Company of Wyoming, LLC
Stewart McIver, Relationship Manger at Willow Street Group Family Trust
Kea Molnar Director of Client Strategy at Willow Street Group LLC
Matt Bahr portrait for Willow Street Group Family Trust
Titus Y Goare Senior Relationship Manager at Wyoming Trust Company Willow Street
Ginny Senn CTFA, Senior Relationship Manager at Willow Street
Caedran Harvey, Relationship Manager at Willow Street
George Hein Relationship Manager at Willow Street Group, LLC and Willow Street Trust Company of Wyoming, LLC
Michael Hodges, Relationship Manager at Willow Street Group Wyoming Trust
Payson Houfek, Relationship Manager at Willow Street Group, LLC and Willow Street Trust Company of Wyoming, LLC
Gina Kyle, Relationship Manager at Willow Street
Debbie Meagher Compliance Manager at Willow Street Group Trust Company LLC
Astri Bowlin, Accounting Associate
Sonia Diaz Willow Street Group Family Trust portrait
Lisa Jennings Willow Street Group Portrait
Janet Palermo Accounting Associate at Willow Street Group Family Trust

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