The Woerdeman Financial Group

Our team provides financial experience focused on you and your goals. Together, we offer a breadth of knowledge, specialized advice and ongoing dedication to exceptional service.


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

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Advisors

Geoffrey Morrissey

Financial Advisor

Visit Geoffrey Morrissey's website

Jay Woerdeman

CFP®

Private Wealth Advisor

Chief Executive Officer of The Woerdeman Financial Group
Visit Jay Woerdeman's website

Christopher B Reed

Financial Advisor

Visit Christopher B Reed's website

Steven Healey

Financial Advisor

Visit Steven Healey's website

Justin Embree

Financial Advisor

Visit Justin Embree's website

Kelly Woerdeman

MBA, CRPC, CMFA®, APMA

Financial Advisor

Certified Military Financial Advisor®
Visit Kelly Woerdeman's website


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 Relationship Manager

Lauren Scopa

Lauren Scopa

Receptionist

Resa Giles

Resa Giles

Executive Assistant