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Our Team

Our Team

Jim Nowak, CFP®, AIF®, AAMS®

President & Wealth Advisor

jim@willowtrustwealth.com

Jim has a passion for fiduciary care and comprehensive planning. Whether it's teaching a class, crafting an investment strategy for retirement income or navigating the latest tax strategies, he is committed to helping clients make...

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Krystal Nowak

Director of Communications

krystal@willowtrustwealth.com

Krystal understands the significance in providing WillowTrust Wealth clients with information that is both relevant and important to them. She recognizes the benefit in creating an atmosphere where clients can thrive and achieve their...

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Shanon Linzer

Operations Associate

919.562.5072

shanon@willowtrustwealth.com

Shanon joined the WillowTrust team in early 2022 after many years of working in the Medical Industry. She brings lots of experience in Business Operations Management and has a passion for Compliance and Quality Assurance, which is...

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Skyler Wofford

Client Services Associate

919.562.5072

skyler@willowtrustwealth.com

Skyler is new to the financial industry, but her background in healthcare provides her with a strong desire to help others, as well as allowing her to understand the importance of providing high quality and compassionate service to...

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WillowTrust Wealth Management  was founded on the goal of assisting our clients in every aspect of their financial lives and making the path to financial independence as simple as possible. Behind each one of our successful client experiences, there is a team determined and motivated to provide efficient and effective financial guidance. The team at WillowTrust Wealth Management is knowledgeable and truly care about helping our clients pursue their goals. It is our mission - and our promise - to keep our clients focused on their goal, advise them of the best path towards that goal, and most importantly, continually remind them of the benefits of a disciplined approach. 

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.