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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Our advisors

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

Christopher B Reed

Financial Advisor

Learn more about Christopher B Reed


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 Relationship Manager

Lauren Scopa

Lauren Scopa

Receptionist