Lacy Garcia

So they were choosing to work with me. me right and I'm like okay well there's something here right in that and then I when I was looking for Me, to work with me, I couldn't find it, right? I couldn't find somebody who was, and a better version of me, somebody who actually had like more, longer investment experience and a lot of the things that I didn't think I had, right?

So they were choosing to work with me. me right and I'm like okay well there's something here right in that and then I when I was looking for Me, to work with me, I couldn't find it, right? I couldn't find somebody who was, and a better version of me, somebody who actually had like more, longer investment experience and a lot of the things that I didn't think I had, right?

If I was sitting here, I'm like, why do you want to work with me? But I know that this worked for my client. Like, I think the reality is that I had seen that this model worked. I was working in the ultra high network space and with clients who had clients significant assets. But there was also, I think that I was somebody who did not fall into that category, certainly at the time.

If I was sitting here, I'm like, why do you want to work with me? But I know that this worked for my client. Like, I think the reality is that I had seen that this model worked. I was working in the ultra high network space and with clients who had clients significant assets. But there was also, I think that I was somebody who did not fall into that category, certainly at the time.

And like, I was more in, we call this mass affluent market. And I'm like, but I need this guidance even more so, right? Because I'm trying to make a lot more happen with less, you know? And so I felt like, why shouldn't I get this? And in talking with friends and colleagues and peers, it's like, yeah, but wait a second. Everybody else wants this too and feels like we should be able to get it.

And like, I was more in, we call this mass affluent market. And I'm like, but I need this guidance even more so, right? Because I'm trying to make a lot more happen with less, you know? And so I felt like, why shouldn't I get this? And in talking with friends and colleagues and peers, it's like, yeah, but wait a second. Everybody else wants this too and feels like we should be able to get it.

And meanwhile, you're looking at the data and the industry. And at the time, it was like the majority of women And majority of millennial investors were saying, I am dissatisfied. I am unhappy. I cannot find an advisor that I feel like cares about me, that I connect with on a personal level, who I can trust.

And meanwhile, you're looking at the data and the industry. And at the time, it was like the majority of women And majority of millennial investors were saying, I am dissatisfied. I am unhappy. I cannot find an advisor that I feel like cares about me, that I connect with on a personal level, who I can trust.

And this just doesn't make any sense because I've seen firsthand being able to be part of the solution for those investors. As an advisor, I knew that I'm like, I wanted the same thing. I felt like I deserved it. I had no idea how to get it. I was in the industry and I was trying to find it and I couldn't find it. And the other people needed it.

And this just doesn't make any sense because I've seen firsthand being able to be part of the solution for those investors. As an advisor, I knew that I'm like, I wanted the same thing. I felt like I deserved it. I had no idea how to get it. I was in the industry and I was trying to find it and I couldn't find it. And the other people needed it.

And then meanwhile, there's also a market opportunity. Like a real challenge. So I think I was really lucky that I, frankly, in many ways, you know, getting the opportunity to start

And then meanwhile, there's also a market opportunity. Like a real challenge. So I think I was really lucky that I, frankly, in many ways, you know, getting the opportunity to start

willow and trustwillow.com has been my chance to sort of make lemonade out of the lemons in my life but also you realize when you're all of a sudden in a moment where you're like all the stuff that's been so hard is suffering and actually wait a second I'm not alone in this moment and there needs to be a solution for me and there needs to be a solution for others and quite frankly I

willow and trustwillow.com has been my chance to sort of make lemonade out of the lemons in my life but also you realize when you're all of a sudden in a moment where you're like all the stuff that's been so hard is suffering and actually wait a second I'm not alone in this moment and there needs to be a solution for me and there needs to be a solution for others and quite frankly I

It's time to do something about it. For years, I've just thought, and as we've started with Willow, it's like, this is so needed. And it's been needed for years and years and years. And I always think what we're doing may seem like common sense, but it hasn't been common practice. And it's about time that it happens. So I think in that sense, I just was listening. I was paying attention.

It's time to do something about it. For years, I've just thought, and as we've started with Willow, it's like, this is so needed. And it's been needed for years and years and years. And I always think what we're doing may seem like common sense, but it hasn't been common practice. And it's about time that it happens. So I think in that sense, I just was listening. I was paying attention.

I was listening. I was feeling my pain. I was trying to do something proactive about it. And then I realized that there was an opportunity for others. Like others were looking for the same solution that I was looking for. And quite frankly, also, there was a business opportunity there as well that the market needed this opportunity.

I was listening. I was feeling my pain. I was trying to do something proactive about it. And then I realized that there was an opportunity for others. Like others were looking for the same solution that I was looking for. And quite frankly, also, there was a business opportunity there as well that the market needed this opportunity.

And I will say, because that's my founder experience. I've worked at other startups and I've been sort of in and around entrepreneurship in different forms. And then entrepreneurship and kind of other forms of the entrepreneurship cycle. And I can say firsthand, I mean, I am the initial data point here. Like I'm the first customer and the first client.

And I will say, because that's my founder experience. I've worked at other startups and I've been sort of in and around entrepreneurship in different forms. And then entrepreneurship and kind of other forms of the entrepreneurship cycle. And I can say firsthand, I mean, I am the initial data point here. Like I'm the first customer and the first client.