Team profile


Our Team Approach

Fieldstone Private Wealth is an assembly of people who are committed to providing their clients and colleagues with the best quality of life possible. This is done through our relentless commitment to our clients and their goals through Comprehensive Financial Planning, Investment Management, Insurance Solutions, and teamwork. We have learned that being focused together on how to be better individually and as a team, then this altruistic pursuit becomes a worthy journey.

Areas of focus

  • Retirement Planning Strategies
  • Social Security Retirement Benefits
  • Small Business
  • Family Finances
  • Saving for Education
  • Women's Financial Strategies
  • Retirement Income Strategies

Awards & recognition

  • Mark E Woodward, Ameriprise Circle of Success, 2012-2023
  • Fieldstone Private Wealth, Ameriprise Client Experience Award, 2020 - 2023

Community participation

Mark, Lee, Normand, Katie and Scott at the 2023 Crossroads House Gala
Mark, Lee, Normand, Katie and Scott at the 2023 Crossroads House Gala

As an office we volunteer and help throughout the year with events that benefit:

  • Brockport Lions Club
  • Genesee County Habitat for Humanity
  • Oakfield Alabama Dollars for Scholars
  • Batavia Rotary
  • Crossroads House
  • United Memorial Medical Center Foundation
  • GoArt
  • Genesee County Ducks Unlimited
  • Brockport Food Shelf
  • Genesee County CASA

Our Motto

Do the right thing and the rest will follow!