Your goals guide everything we do, and our team approach helps us see them from every angle. By collaborating closely and sharing our experience, we strive to offer more thoughtful, well-rounded advice. The result? Clearer decisions, fewer blind spots and a financial plan that helps you move forward with confidence and a stronger sense of control.

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

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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
Advisor photo for Justin Embree

Justin Embree

Financial Advisor

Learn more about Justin Embree
Advisor photo for Geoffrey Morrissey

Geoffrey Morrissey

Financial Advisor

Learn more about Geoffrey Morrissey
Advisor photo for Lisa Eilers

Lisa Eilers

Financial Advisor

Chief Financial Officer of The Woerdeman Financial Group
Learn more about Lisa Eilers


Our team

Nicole Manzo

Nicole Manzo

Operations Director,

Chief Operating Officer of The Woerdeman Financial Group
Kate Embree

Kate Embree

Client Relationship Manager

Melissa Reed

Melissa Reed

Client Relationship Manager

Kate Corry

Kate Corry

Client Relationship Manager

Stacey Mcneil

Stacey Mcneil

Financial Planning Specialist

Lauren Scopa

Lauren Scopa

Receptionist