Advisor profile


What you can expect when you work with me

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

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40
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Women's Financial Strategies
  • Tax Planning Strategies
  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Estate Planning Strategies

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • CLTC® Certified Long Term Care

Education

  • Colgate University 1982 B.A. Geography
  • College For Financial Planning 1998

Awards & recognition

  • Forbes Best-in-State Wealth Advisors, 2020-2023
  • Five Star Wealth Manager, 2019-2023
  • Ameriprise Circle of Success, 2003-2023
  • Ameriprise Circle of Success Hall of Fame, 2021

Honored to be recognized in Forbes

It’s a privilege to help our clients and their families feel more confident and in control of their financial lives. Because of their loyalty, I’ve been named to the ranked advisor in MA on the 2023 Forbes Best-in-State Wealth Advisors list. I’m so grateful for this honor, for my clients’ trust and for the dedication of the entire Woerdeman Financial Group team. This achievement would not have been possible without you.

Forbes rankings are developed by SHOOK Research and are created using an algorithm that includes both qualitative (in-person, virtual and telephone due diligence meetings; client impact; industry experience; review of best practices and compliance records; and firm nominations) and quantitative (assets under management and revenue generated for their firms) data. Certain awards include a demographic component to qualify. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. These rankings are based on the opinions of SHOOK Research, LLC, are not indicative of future performance or representative of any one client’s experience and are based on data from the previous two calendar years. Forbes magazine and SHOOK Research do not receive compensation in exchange for placementHonored to receive recognitionI’m excited to share that I’ve been named to the 2023 Forbes Best-in-State Wealth Advisors list. This list includes top advisors from across the industry who are committed to helping their clients stay focused on and achieve their long-term financial goals with confidence. Thank you to my clients for trusting me with your financial futures. And thank you to my remarkable team – your dedication inspires me every day.6on the ranking. For more information:www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.

Community participation

St. George's Annual Charity Golf Classic 2010-2019, Sturgis Public Charter School Board of Trustees 2004-2007, Bourne Pop Warner 1997-1998, Sturgis Public Charter School Parent Association President 2006, Friends of Bourne Council on Aging and Food Pantry 2015-2018

Interests

I’m truly blessed to have worked in this profession for over 35 years and have experienced the great value that advice can provide. It has become the oxygen that I breathe every day. To be there for people in good and difficult times has developed into a lifetime of meaningful relationships.

I enjoy spending time with my family and friends and enjoy our two dachshunds and the laughter they bring to our lives. I enjoy golf and all the friendships it brings.

Private Wealth Advisors

Ameriprise Private Wealth Advisors have extensive experience in helping affluent clients preserve and grow their wealth. They possess the capabilities and resources to provide customized recommendations and support for tax, estate, and retirement planning. They help clients step back and explore the full range of opportunities their wealth can bring. With years of experience and an established network of expert resources, Private Wealth Advisors are among the most qualified and credentialed advisors in the industry. Ameriprise Financial gives this elite group the highest priority and quality of service and resources available to help ensure their clients receive the best possible client experience.