Team profile


How we work

Welcome to The Woerdeman Financial Group, where we help to turn dreams into tangible realities. Whether you’re starting fresh or seeking to enhance an established financial plan, we’re here to elevate your journey. At the Woerdeman Financial Group, you’re not just a client; but part of our family.

Experience our distinction. We aim to be co-creators of your financial future, dedicated to enriching the tapestry of your life’s work.

Join us at The Woerdeman Financial Group, where your financial narrative, whether just beginning or well underway, is met with unparalleled passion and precision. Your journey towards a vibrant financial legacy begins now.

Areas of focus

  • Retirement Planning Strategies
  • Investments
  • Tax Planning Strategies
  • Retirement Income Strategies
  • Insurance
  • Social Security Retirement Benefits

Awards & recognition

  • Jay Woerdeman, Five Star Wealth Manager, 2019-2024
  • Jay Woerdeman, Ameriprise Circle of Success, 2003-2023
  • Jay Woerdeman, Forbes Best-in-State Wealth Advisors, 2020-2024
  • Jay Woerdeman, Ameriprise Circle of Success Hall of Fame, 2021
  • Kelly Woerdeman, Five Star Wealth Manager, 2022

Community participation