Willow

Wishing you a joyful holiday season from all of us at Willow!? However you celebrate, we hope your days are filled with love, laughter, and well-deserved relaxation. We're so grateful for our amazing team, supportive family and friends, and, of course, all of you who make what we do so meaningful. Cheers to a wonderful holiday season and an even brighter year ahead! ?? #HappyHolidays #TrustWillow

Congratulations Denise Sarkor on becoming a Willow Advisor for Women? Certificate Holder! As the only woman among her siblings, Denise has been honing her leadership abilities from an early age—a skill she now channels as a dynamic Private Wealth Advisor and Business Strategist. With over 18 years of diverse experience at the intersection of financial services, entrepreneurship, and human development, Denise is passionate about empowering trailblazing—yet often underestimated—women leaders, career executives, small business owners, and their families. As Principal of Sarkor Financial Advisors—a Fee-Only Financial Planning and Investment Management Firm located in Atlanta, GA, and Montclair, NJ, serving clients nationwide—Denise is committed to providing comprehensive wealth management that meets the highest fiduciary standards. Her extensive background as a former investment banker, World Bank official, and experienced financial advisor gives her the technical expertise and business acumen to help clients navigate new terrain, seize life-changing opportunities, and build sustainable, impactful legacies. Denise’s impact goes beyond financial planning. As a Certified Executive Coach and Business Advisor for top U.S. small business growth and acquisition accelerator programs, she has empowered individuals and teams on their wealth journeys, both within private companies and nonprofits. Her holistic approach combines financial expertise with a strong commitment to fostering leadership and personal growth. At Willow, we are honored to collaborate with advisors like Denise, whose dedication and expertise inspire and uplift her clients. . . . #WillowAdvisorForWomen #FinancialPlanning #WealthManagement #FinancialAdvisor #WomenInFinance

Congratulations Cole Conkling on becoming a Willow Advisor for Women? Holder! After nearly a decade practicing law, Cole discovered his true calling: helping people directly through financial advising. Driven by a passion to make a meaningful difference, Cole shifted his career to focus on guiding clients toward smart, evidence-based financial decisions. With a client-first philosophy, Cole specializes in crafting personalized strategies that align with individual goals—whether clients are new to investing or exploring more advanced strategies like options and futures. His education-first approach ensures that clients feel informed, comfortable, and in control of their financial journey. Acting as a financial quarterback, Cole connects all the pieces to secure his clients’ financial future from every angle. At Willow, we are proud to work with advisors like Cole, who bring dedication, expertise, and a personal touch to every client relationship. #financialadvice #financialadvisor #wealthmanagement? #financialplanning

Congratulations Scott Busch, CFP?, CIMA? on becoming a Willow Advisor for Women Certificate?? Holder! Scott is a dedicated financial professional with a passion for helping clients achieve their goals through thoughtful planning and sound investment strategies. As both a Certified Financial Planner? Professional and a Certified Investment Management Analyst?, Scott brings a wealth of expertise to his work with families, individuals, trusts, businesses, and nonprofits. With a career focused on long-term financial success, Scott specializes in managing portfolios and guiding clients through the complexities of investment planning. His approach centers on understanding each client’s unique needs and delivering tailored solutions designed to build and protect their wealth. At Willow, we are proud to work with advisors like Scott, who combine professional expertise with a deep commitment to their clients’ well-being. #financialadvice #financialadvisor #wealthmanagement #financialplanning

Congratulations Nishann LaNata on becoming a Willow Advisor for Women? Certificate Holder! Nishann is a Financial Planning specialist dedicated to guiding high-performing women and business owners on their unique wealth journeys. She empowers her clients through comprehensive financial planning, focusing on tailored tax-sensitive strategies that elevate both personal and business financial health. Whether at the start, height, or end of their careers, Nishann’s clients benefit from her expertise in wealth generation, transfer planning, and charitable giving strategies. As a military and first responder spouse, Nishann brings a deep sense of passion and commitment to serving ambitious individuals with a servant-hearted approach. Her mission is clear: to help her clients align their financial strategies with their core values, including family, time, travel, and generosity, ensuring they can live well and live free. At Willow, we are proud to collaborate with advisors like Nishann, who are committed to empowering women and businesses to achieve their financial goals and realize their American dream. #financialadvice #financialadvisor #wealthmanagement #womeninfinance #financialplanning

This Thanksgiving, we’re reflecting on what truly matters—our amazing Willow community. To our advisors, clients, and partners: thank you for being part of our journey and making it so meaningful. ?? #happythanksgiving?#thanksgiving?#grateful?#trustwillow

Join us for our?CE-approved webinar, Supporting Widowed Clients, where we’ll dive into actionable strategies to help you build meaningful connections and provide the tailored financial guidance widows need. ? In this webinar, you’ll discover: -Key financial challenges widows face—and how you can address them -Effective communication techniques to foster empathy and trust -Strategies to guide widows through critical financial decisions during their transition Widows deserve compassionate and expert guidance as they rebuild their financial futures. This webinar will equip you with the tools to be that advisor. ? To register, click the registration link on the event page below! We look forward to seeing you there! ? This Webinar is approved for one (1) CE credit for CFP?, CIMA?, CIMC?, RMA?,?CPWA?, and CDFA?. . . . #webinar #widowedclients #widowers #CEWebinar

Congratulations Nancy Fehrenbach, CFA, CFP? on becoming a Willow Advisor for Women Certificate?? Holder! As a financial planner and mother of four, Nancy understands the importance of intentional living and balancing multiple life priorities. Whether it's planning for educational expenses, navigating your next career move, or managing the complexities of executive compensation, Nancy is dedicated to creating personalized financial plans that reflect what matters most to her clients and their families. Nancy’s approach is all about empowering clients to make informed, confident decisions. She takes the time to truly get to know each client, tailoring financial plans to fit their unique circumstances and goals. Her straightforward, approachable communication style ensures clients feel secure and informed about their financial future. At Willow, we are proud to work with advisors like Nancy, who combine professional expertise with a deep commitment to their clients’ well-being. #financialadvice #financialadvisor #wealthmanagement #womeninfinance #financialplanning

As we celebrate Global Entrepreneurship Week, it's inspiring to recognize the significant strides women have made in the entrepreneurial landscape. In 2023, women started half of all new businesses. In 2024, women own approximately 40% of businesses in the U.S.,employing 12.2 million people and generating $2.7 trillion in revenue. Financial advisors play a crucial role in supporting female entrepreneurs by: ? Aligning personal and business finances for stability and growth. ? Providing clarity on cash flow, investments, and tax strategies. ? Offering guidance on business planning and funding strategies. ? Connecting them to valuable resources and networks. By offering expertise and an empathetic ear, advisors can help women entrepreneurs build a solid financial foundation to grow their businesses and achieve their dreams. To learn how to better engage and support women entrepreneurs, consider joining Willow to gain access to our CE Training, “Supporting the Growth of Women Entrepreneurs,” for actionable insights on serving this dynamic and growing segment. . . . #GlobalEntrepreneurshipWeek #WomenEntrepreneurs #FinancialPlanning #Empowerment #Willow

?? Finding “The One” doesn’t just apply to relationships—it’s just as important when choosing a financial advisor. Our CEO & Founder, Lacy Garcia, shares her expert advice in Forbes on how to find the right financial advisor who aligns with your goals, values, and future plans. Read the full article here: https://lnkd.in/e9nZD_KX . . . #FinancialAdvisor #FinancialPlanning #WealthManagement #FinancialAdvisors