The Woerdeman Financial Group

Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.


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

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Advisors

Kelly Woerdeman

MBA, CRPC, CMFA®, APMA

Financial Advisor

Certified Military Financial Advisor®
Visit Kelly Woerdeman's website

Jay Woerdeman

CFP®, CLTC®

Private Wealth Advisor

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

Christopher B Reed

Financial Advisor

Visit Christopher B Reed's website

Steven Healey

Financial Advisor

Visit Steven Healey's website

Justin Embree

Financial Advisor

Visit Justin Embree's website


Team

Nicole Manzo

Nicole Manzo

Operations Director,

Chief Operating Officer of The Woerdeman Financial Group
Lisa Eilers

Lisa Eilers

Practice Manager,

Chief Financial Officer of The Woerdeman Financial Group
Kate Embree

Kate Embree

Client Relationship Manager

Melissa Reed

Melissa Reed

Client Relationship Manager

Stacey McNeil

Stacey McNeil

Financial Planning Specialist

Kate Corry

Kate Corry

Client Service Specialist

Resa Rea Giles

Resa Rea Giles

Executive Assistant

Lauren Scopa

Lauren Scopa

Receptionist