Our mission is to financially empower today’s clients through all life’s journeys
Why we started Willow
In my mid-30’s, my life changed unexpectedly, and I needed financial and life guidance to help me make decisions and feel more confident and secure. Despite having been in financial services…
I struggled to find the answers and the right trusted advisors.
I founded Willow to provide the coaching and personalized guidance women need to achieve financial strength, stability, and security through all life’s journeys.
I hope you’ll join us!
Lacy Garcia
Founder & CEO
Our Clients & Partners
Meet our team
Lacy Garcia
Founder & CEO
Amber Cate
Senior Account Executive
Alana Santarelli
Director of Customer Success
Krista Elliott
UX/UI Designer
Ivona Brajovic
Web Developer
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.
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.
Willow’s Expert Network
Leader, McKinsey Academy
Global Marketing Director, PayPal
Global Head of DTC, NortonLifeLock
Chief Diversity Officer & CSR Leader, PTC
Lesley Seymour
CEO, CoveyClub
CEO, 6th Avenue Capital
Chair, Global Practice, Weber Shandwick
Entrepreneur, Investor, Board Member & Columnist
Exec. Director, Lewis Institute, Babson
Exec. Director, Arthur M. Blank Center, Babson
Personal Life, Executive & Corporate Coach
Director, Marketing & Client Relations, Sonja B. Selami
CEO, Well Refined
Fashion Editor, Consultant
For Individuals
Willow Talk
Willow Partner Advisors, LLC. is an SEC registered Internet Only Registered Investment Advisor. Willow does not provide securities recommendations or manage client assets. Willow is a service that matches potential clients with fiduciaries that are trained to work with a client’s life situation. All investments involve a risk of loss.
Disclosure for Endorsements
Willow Partner Advisors, LLC. is an SEC registered Internet Only Registered Investment Advisor. Testimonials and endorsements may have been solicited. Testimonials come from our advisor partners that pay Willow to participate on our platform. Willow does not pay for any testimonial or endorsement. Willow does not provide securities recommendations or manage client assets. Willow is a service that matches potential clients with fiduciaries that are trained to work with a client’s life situation. All investments involve a risk of loss.
