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Get to Know Us

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

Victor E. Dupuis at Willow House Advisors

Victor E. Dupuis, ChFC®, CFP®

Financial Advisor &
Senior Managing Partner

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C. Ross Edmonds, MBA, CFP®

Financial Advisor 
& Partner

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Michael J. Nalls,
CFBS

Financial Advisor
& Partner

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John Douglas Palic, ChFC®, CFP®

Financial Advisor
& Partner

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Michael J. Lynch, Jr. , ChFC®, CFP®, CLU®

Financial Advisor

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Joshua Jenkins, ChFC®, CFP®

Financial Advisor

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Sherie M.
Higgins, MBA

Financial Advisor

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Bryan Dilcher

Director of Investment Operations

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Lisa J. Beard

Director of Client
Services

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Nicole O'Rourke

Director of
Operations

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Erin Richmond

Client Relationship
Manager

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Caitlyn Scanlan

Administrative
Assistant

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Matthew Watson

Financial Planning Administrative Coordinator

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Melanie Walters

Administrative
Assistant

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Brandee Bartlett

Executive
Assistant

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Emilee Parizo

Executive
Assistant

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Scott Hansen

Intern

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Ethan Lord

Intern

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Kennett Location: 699 Unionville Road, Kennett Square, PA 19348 | Phone: 610-444-3344
Exton Location: 111 E Uwchlan Avenue Exton, PA 19341 | Phone: 484-348-6213
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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Copyright © 2024 Willow House Advisors
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