Please join us in welcoming Gracie to the Willow Street team. As a Relationship Manager, Gracie 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. She is pursuing her certification as

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