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



Our advisors

Jay Woerdeman, Private Wealth Advisor serving the Kingston, MA area - Ameriprise Advisors

Jay Woerdeman

CFP®, CLTC®

Private Wealth Advisor

Chief Executive Officer of The Woerdeman Financial Group
Learn more about Jay Woerdeman Visit Jay Woerdeman's website
Christopher B Reed, Financial Advisor serving the Kingston, MA area - Ameriprise Advisors

Christopher B Reed

Financial Advisor

Learn more about Christopher B Reed Visit Christopher B Reed's website
Joshua Woerdeman, Financial Advisor serving the Kingston, MA area - Ameriprise Advisors

Joshua Woerdeman

Financial Advisor

Learn more about Joshua Woerdeman Visit Joshua Woerdeman's website
Kelly Woerdeman, Financial Advisor serving the Kingston, MA area - Ameriprise Advisors

Kelly Woerdeman

MBA, CRPC®

Financial Advisor

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

Our team

Nicole Manzo

Nicole Manzo

Operations Director,

Chief Operating Officer
Lisa Eilers

Lisa Eilers

Practice Manager,

Chief Financial Officer

Qualifications

  • Series 7
  • Series 6
  • Series 63
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Griffin Walter

Griffin Walter

Financial Planning Specialist

Kate Embree

Kate Embree

Client Relationship Manager

Melissa Reed

Melissa Reed

Client Service Specialist

Stacey McNeil

Stacey McNeil

Client Service Specialist

Kate Corry

Kate Corry

Receptionist