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.



Our advisors

Advisor photo for Jay Woerdeman

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
Advisor photo for Kelly Woerdeman

Kelly Woerdeman

MBA, CRPC, CMFA®, APMA

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 of The Woerdeman Financial Group
Lisa Eilers

Lisa Eilers

Practice Manager,

Chief Financial Officer of The Woerdeman Financial Group

Qualifications

  • Series 7
  • Series 6
  • Series 63
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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 Giles

Resa Giles

Executive Assistant

Lauren Scopa

Lauren Scopa

Receptionist