Please join us in welcoming Maggie to the Willow Street team. As a Client Services Associate, Maggie plays an integral role in providing administrative and project-based support to the Client Services team. She oversees and implements an array of activities focused on providing a consistently exceptional experience to Willow Street client families. Prior to joining Willow Street, Maggie worked for a Jackson-based family office where

Please join us in welcoming Shannon to the Willow Street team. As a Relationship Manager, Shannon serves as a primary point of contact for client families and works 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. Shannon brings strong relationship and project management skills