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

Jay Woerdeman

CFP®, CLTC®

Private Wealth Advisor

Chief Executive Officer of The Woerdeman Financial Group
Visit Jay Woerdeman's website
Kelly Woerdeman

Kelly Woerdeman

MBA, CRPC®

Financial Advisor

Client Service Manager
Visit Kelly Woerdeman's website
Joshua Woerdeman

Joshua Woerdeman

Financial Advisor

Visit Joshua Woerdeman's website

Team

Nicole Manzo

Nicole Manzo

Operations Director,

Financial Planning Analyst

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,

Paraplanner

Qualifications

  • Series 6
  • Series 63
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Kate Embree

Kate Embree

Client Relationship Manager

Melissa Hammond

Melissa Hammond

Client Service Specialist

Stacey McNeil

Stacey McNeil

Receptionist