The Woerdeman Financial Group

With a solid foundation of teamwork, our practice draws on the skills and strengths of each member to achieve our collective goal of helping clients like you meet their financial goals. Together, we can help you feel more confident, connected and in control of your financial life.

Team photo for The Woerdeman Financial Group

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Advisors

Steven Healey

Financial Advisor

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Jay Woerdeman

CFP®, CLTC®

Private Wealth Advisor

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

Justin Embree

Financial Advisor

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Geoffrey Morrissey

Financial Advisor

Visit Geoffrey Morrissey's website


Team

Kate Corry

Kate Corry

Client Relationship Manager

Kate Embree

Kate Embree

Client Relationship Manager

Lauren Scopa

Lauren Scopa

Receptionist

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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Melissa Reed

Melissa Reed

Client Relationship Manager

Nicole Manzo

Nicole Manzo

Operations Director,

Chief Operating Officer of The Woerdeman Financial Group
Stacey McNeil

Stacey McNeil

Financial Planning Specialist