Welcome to Willow
We’re here to financially empower women throughout their life journeys
Much of Willow is based upon my own experience and the many incredible women I draw inspiration from daily. I am the daughter of a Cuban refugee, which shaped my money mindset early on and eventually led me to pursue a career in financial services. In my mid-30’s, my life changed unexpectedly and I emerged from a challenging time as a divorced single mother. Like many women, I needed personalized financial and life guidance to help me make decisions and feel more confident and secure. I founded Willow so that other women can access the coaching and personalized guidance that I have benefited from throughout many life events and transitions.
Our dedicated team is committed to providing financial life coaching, easy-to-use tools and inspirational content to help women achieve financial strength, stability and security throughout all life’s journeys.
We hope you will join us!
Lacy Garcia, Founder & CEO
Our dedicated team is committed to providing financial life coaching, easy-to-use tools and inspirational content to help women achieve financial strength, stability and security throughout all life’s journeys.
We hope you will join us!
Lacy Garcia, Founder & CEO
“I believe that “Willow Women” are like willow trees - able to stand tall against the changing winds with the right personalized guidance.”
Are you a Willow Woman?
The Willow Woman wants to be in charge of her life and her future. She desires to protect and care for her family. She cares about the bottom line. She also cares about the impact of her decisions on others.
Through knowledge, personalized guidance and ongoing support, Willow empowers her with the right financial guidance and tools to achieve her life goals.
Through knowledge, personalized guidance and ongoing support, Willow empowers her with the right financial guidance and tools to achieve her life goals.
Our Team
We’re a seasoned team from financial services and a diverse set of industries. We are committed to putting our clients first and upholding Willow’s core values of trust, transparency, empathy and respect in everything we do.
Lacy Garcia
Founder & CEO
Ivan Mitrovic
Executive CTO
Miracle Olatunji
Gen Z Advisor
Jason Aronson, CFA
Founder & CPO
Sarina Sherwin
Head of Marketing
Sheila Walsh, CFP®
GM of Financial Coaching
Natalie Taylor
Content Manager
Want to be part of an exciting, new, female-focused company?
We’re looking for a go-getting Director of Sales who is passionate about financially empowering women. You'll drive the achievement of sales targets by creating and implementing sales plans and leading sales activities. In an ideal world, you’ll have led sales efforts within the financial services/planning industry and have excellent communication, negotiation, and problem-solving skills.
Sound like you or know someone who'd be a fit? Apply here.
Sound like you or know someone who'd be a fit? Apply here.
Our Commitment to Diversity, Equity & Inclusion
At Willow, our perspective is that our differences make us better. We live in a diverse world, and
our success depends on our ability to support, embrace and celebrate diversity.
We respect and value diverse life experiences and heritages and strive to ensure that all voices
are valued and heard. By cultivating and upholding a diverse, inclusive, and equitable culture
where all members, whatever their gender expression, identity, race, ethnicity, national origin,
age, sexual orientation or identity, education or ability, feel valued and respected, we are
committed to modeling diversity and inclusion, and upholding an inclusive environment with
equitable treatment for all.
At the heart of Willow is supporting women along their financial journeys. While financial
challenges affect all people, we know that women experience unique challenges and our goal is
to support them as they navigate their path. We have specific focus in helping women during
divorce, widows, those making career decisions and caregivers.
To learn more about our Pathways to Diversity, Equity & Inclusion Plan, click here.
our success depends on our ability to support, embrace and celebrate diversity.
We respect and value diverse life experiences and heritages and strive to ensure that all voices
are valued and heard. By cultivating and upholding a diverse, inclusive, and equitable culture
where all members, whatever their gender expression, identity, race, ethnicity, national origin,
age, sexual orientation or identity, education or ability, feel valued and respected, we are
committed to modeling diversity and inclusion, and upholding an inclusive environment with
equitable treatment for all.
At the heart of Willow is supporting women along their financial journeys. While financial
challenges affect all people, we know that women experience unique challenges and our goal is
to support them as they navigate their path. We have specific focus in helping women during
divorce, widows, those making career decisions and caregivers.
To learn more about our Pathways to Diversity, Equity & Inclusion Plan, click here.
Willow Expert Network
Inspiration provides the creative spark for each Willow Woman’s journey.
The Willow Community benefits from the wisdom of an exceptional group of diverse female leaders. The focus of conversations and content includes both professional advice and more personal life journey experiences.
The Willow Community benefits from the wisdom of an exceptional group of diverse female leaders. The focus of conversations and content includes both professional advice and more personal life journey experiences.
Marla Capozzi
Leader of the McKinsey Academy at McKinsey & Company
Kameelah Benjamin-Fuller
Chief Diversity Officer & CSR Leader of PTC; Diversity, Equity & Inclusion Advisor for Willow
Micho Fernandez Spring
Chair, Global Practice, Weber Shandwick
Smaiyra Million
Director, Diana International Research Institute, Babson College
Courtney Evans
Founder & CEO, Well Refined
Farah Hussain
Director, Global Partner Marketing, PayPal and Leadership Coach
Lesley Seymour
Founder of CoveyClub
Diane Hessan
Entrepreneur, Investor, Board Member & Columnist
Emily Boorstein Wikman
Certified Personal Life Coach, CPCC, Inner Fitness Program
Gretchen Gunlocke Fenton
Fashion Editor and Consultant
Sarah Hodkinson
General Manager, SmarterTravel at TripAdvisor
Christine C. Chang
Chief Executive Officer of 6th Avenue Capital
Cheryl Kiser
Executive Director, The Lewis Institute & Babson Social Innovation Lab
