Team - Willow House Advisors

Get to Know Us

Learn more about the Willow House Advisors team members that make our work possible.

Victor E. Dupuis, ChFC®, CFP®

Financial Advisor &
Senior Managing Partner

C. Ross Edmonds, MBA, CFP®

Financial Advisor
& Partner

Michael J. Nalls,
CFBS

Financial Advisor
& Partner

John Douglas Palic, ChFC®, CFP®

Financial Advisor
& Partner

Joshua Jenkins, ChFC®, CFP®

Financial Advisor

Sherie M.
Higgins, MBA

Financial Advisor

Lisa J. Beard

Director of Client
Services

Nicole O'Rourke

Director of
Operations

Erin Richmond

Client Relationship
Manager

Bryan Dilcher

Director of Investment Operations

Caitlyn Scanlan

Administrative
Assistant

Matthew Watson

Financial Planning Administrative Coordinator

Ethan Lord

Intern

Kennett Location: 699 Unionville Road, Kennett Square, PA 19348 | Phone: 610-444-3344

Naples Location: 12578 Fenhurst Way Naples, FL 34120-4681 | Phone : 610-444-3344

Securities, investment advisory and financial planning services offered through qualified registered representatives of MML Investors Services, LLC.

Member SIPC. Supervisory office: 100 Sterling Parkway, Suite 307, Mechanicsburg, PA 17055. (717) 791-3300. Willow House Advisors is not a subsidiary or affiliate of MML Investors Services, LLC. CRN202611-5223784

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