This month, Willow Tree Financial Services is celebrating a milestone—10 years of guiding clients towards financial clarity, security, and peace of mind
A decade ago, Rachael Panteney made the bold decision to create the business she truly believed in—one rooted in empathy, values, and meaningful advice.
She stepped away from the traditional style of financial advice to build something different: a space where clients are not just numbers but people with dreams, challenges, and stories.
Over the past 10 years, Willow Tree has grown from a vision to a thriving practice, supporting countless clients with investments, mortgages, and crucial insurance policies that have made all the difference during life's unexpected moments. But beyond the numbers, it's the relationships, the trust, and the positive impact on clients' lives that truly define this journey.
None of this would have been possible without the incredible people who make Willow Tree what it is today. From Rachael's dedicated team—Haylee, who has been there since day one, and Cassie, who is flourishing in her adviser role—to the behind-the-scenes support for marketing and paraplanning. And of course, to the clients who have placed their trust in Willow Tree, thank you for being part of this story.
As we celebrate this milestone, we're filled with gratitude for the past and excitement for the future. Here's to the next chapter of growth, connection, and making a difference—the Willow Tree Way.
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