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 (“Willow”) is not affiliated with any third-party Advisers and neither Willow nor any of its representatives are authorized to provide investment advice on behalf of a Willow or to act for or bind as an Adviser. Each matched Adviser has entered into an agreement with Willow under which the Adviser pays Willow a combination of fees. The fees paid by the Advisers to Willow are paid irrespective of whether you become a client of an Adviser and are not passed along to you. However, the presence of these arrangements may affect an Adviser’s willingness to negotiate below their standard investment advisory fees, and therefore may affect the overall fees paid by clients introduced by Willow through the Willow platform. Please ask your Adviser for more information about their fees.
Willow provides a matching service based on a computer algorithm to match the data you provide Willow to an Advisor. Willow only matches clients to Advisors that have taken and passed our certification courses and signed up for our matching service platform.
The Advisors we refer, have all paid Willow for both the courses and the matching service platform. Advisers provide cash compensation to Willow of up to $5,200 per year in connection with client referral services, and up to $800 per year in connection with participation in Willow’s certificate program. Such compensation arrangements may be subject to discounts.
Willow does not match clients to Advisors that do not pay for these services. This is a conflict of interest. To mitigate this conflict the matching algorithm directs clients to Advisors based solely on a correlation of the personal data you provide with the experience, background and beliefs of Advisors that have paid to be on the Willow platform.
Willow solicits and publishes testimonials from our existing clients and Advisors. Willow does not compensate clients or Advisors for testimonials in any way. Interactions with individual Advisors will vary.
Willow does not guarantee your interactions with the matched Advisor(s) will be the same as represented in any testimonial or will generate any specific investment result. Testimonials are not a guarantee of future performance or success.
Neither Willow nor its affiliates are engaged in providing investment advice. Willow does not receive, control, access, or monitor client funds, accounts, or portfolios. Willow does not warrant any services of any Adviser and makes no claim or promise of any result or success of retaining an Adviser. Your use of the Willow platform, including the decision to retain the services of any Adviser, is at your sole discretion and risk. Any services rendered by an Advisers you contact are solely that of the Adviser.
Willow and its affiliates are not responsible for the accuracy or reliability of any information contained on third-party websites.