The Woerdeman Financial Group

Your goals guide everything we do, and our team approach helps us see them from every angle. By collaborating closely and sharing our experience, we strive to offer more thoughtful, well-rounded advice. The result? Clearer decisions, fewer blind spots and a financial plan that helps you move forward with confidence and a stronger sense of control.

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Team photo for The Woerdeman Financial Group
Team photo for The Woerdeman Financial Group

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Advisors

Advisor photo for Jay Woerdeman

Jay Woerdeman

CFP®, CLTC®

Private Wealth Advisor

Chief Executive Officer of The Woerdeman Financial Group
Visit Jay Woerdeman's website
Advisor photo for Geoffrey Morrissey

Geoffrey Morrissey

Financial Advisor

Visit Geoffrey Morrissey's website
Advisor photo for Justin Embree

Justin Embree

Financial Advisor

Visit Justin Embree's website
Advisor photo for Lisa Eilers

Lisa Eilers

Financial Advisor

Chief Financial Officer of The Woerdeman Financial Group
Visit Lisa Eilers's website


Team

Kate Corry

Kate Corry

Client Relationship Manager

Kate Embree

Kate Embree

Client Relationship Manager

Lauren Scopa

Lauren Scopa

Receptionist

Melissa Reed

Melissa Reed

Client Relationship Manager

Nicole Manzo

Nicole Manzo

Operations Director,

Chief Operating Officer of The Woerdeman Financial Group
Stacey Mcneil

Stacey Mcneil

Financial Planning Specialist