The Woerdeman Financial Group

At The Woerdeman Financial Group we consistently strive to improve the client experience by providing personalized and outstanding service.


Advisors

Jay Woerdeman, Private Wealth Advisor serving the Kingston, MA area - Ameriprise Advisors

Jay Woerdeman

CFP®, CLTC®

Private Wealth Advisor

Chief Executive Officer of The Woerdeman Financial Group
Visit Jay Woerdeman's website
Kelly Woerdeman, Financial Advisor serving the Kingston, MA area - Ameriprise Advisors

Kelly Woerdeman

MBA, CRPC®

Financial Advisor

Client Service Manager
Visit Kelly Woerdeman's website
Joshua Woerdeman, Financial Advisor serving the Kingston, MA area - Ameriprise Advisors

Joshua Woerdeman

Financial Advisor

Visit Joshua Woerdeman's website
John J Pupa, Financial Advisor serving the Kingston, MA area - Ameriprise Advisors

John J Pupa

CFP®, CMFC®, AAMS®, CRPS®

Financial Advisor

President of The Woerdeman Financial Group
Visit John J Pupa's website

Team

Nicole Manzo

Nicole Manzo

Operations Director,

Chief Operating Officer

Roles & Responsibilities

  • Nicole is responsible for the overall strategic planning of the practice and developing the vision statement.
  • Her aim is to improve the operational systems, processes and policies in support of our practices vison.
  • Nicole plays a significant role in the long-term planning of the practice, including an initiative geared toward operational excellence.
  • She is also responsible for managing the process for tracking the delivery of written recommendations by the deliverable due date, as well as quality checking the output of those deliverables.
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Lisa Eilers

Lisa Eilers

Practice Manager,

Chief Financial Officer

Qualifications

  • Series 6
  • Series 63
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Kate Embree

Kate Embree

Client Relationship Manager

Melissa Reed

Melissa Reed

Client Service Specialist

Christopher Reed

Christopher Reed

Business Development Manager,

Registered Financial Consultant
Stacey McNeil

Stacey McNeil

Client Service Specialist

Kate Corry

Kate Corry

Receptionist