With a solid foundation of teamwork, our practice draws on the skills and strengths of each member to achieve our collective goal of helping clients like you meet their financial goals. Together, we can help you feel more confident, connected and in control of your financial life.


Our advisors

Kelly Woerdeman

MBA, CRPC, CMFA®, APMA

Financial Advisor

Certified Military Financial Advisor®
Learn more about Kelly Woerdeman Visit Kelly Woerdeman's website

Michael Wallander

CFP®

Financial Advisor

Learn more about Michael Wallander Visit Michael Wallander's website