Advisor profile

My approach

Daniel Woodend - My approach photo

Planning for a confident retirement

I deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement®approach. I start with a conversation about key financial areas including covering essentials, ensuring lifestyle, preparing for the unexpected and leaving a legacy.

By identifying clear steps to take toward your goals, I can help take the uncertainty out of planning for your financial future. Working together, I can help you feel more confident, connected, and in control of your financial life.

Daniel Woodend - My approach photo

Areas of focus

  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Retirement Plan Distribution
  • Investments
  • Saving for Education
  • Insurance
  • Wealth Preservation Strategies
  • Estate Planning Strategies
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.


  • CRPC® Chartered Retirement Planning Counselor℠


Golf, American History, and Deep Sea Fishing.

Community participation

Alzheimers Association, St. Jude Children's Research Hospital, Manna House.

Awards & recognition

  • Ameriprise Circle of Success, 2007, 2013, and 2016.

Professional associations

  • Professional Network on Aging