Team profile


What you can expect when you work with us

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with us, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress, and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.
Get started

Areas of focus

  • Retirement Planning Strategies
  • Social Security Retirement Benefits
  • Small Business
  • Family Finances
  • Saving for Education
  • Women's Financial Strategies
  • Retirement Income Strategies

Awards & recognition

  • Mark E Woodward, Ameriprise Circle of Success, 2012-2023
  • Fieldstone Private Wealth, Ameriprise Client Experience Award, 2020 - 2023

Community participation

Mark, Lee, Normand, Katie and Scott at the 2023 Crossroads House Gala
Mark, Lee, Normand, Katie and Scott at the 2023 Crossroads House Gala

As an office we volunteer and help throughout the year with events that benefit:

  • Brockport Lions Club
  • Genesee County Habitat for Humanity
  • Oakfield Alabama Dollars for Scholars
  • Batavia Rotary
  • Crossroads House
  • United Memorial Medical Center Foundation
  • GoArt
  • Genesee County Ducks Unlimited
  • Brockport Food Shelf
  • Genesee County CASA

Our Motto

Do the right thing and the rest will follow!