Your team will work together to fulfill your dreams of financial security and peace of mind.
Your advisory team will consist of 3 people: a Lead Advisor, a Senior Financial Planner, and a Financial Planning Associate. Each person has a distinct function, but all 3 people are equally familiar with your unique set of circumstances. We believe this approach is the best way to serve you because you will have access to multiple team members with different areas of expertise and experience, as well as continuity if one member is out of the office.
Keep reading below to meet the individuals that make up the Woodward Financial Advisors team, or reach out to us to start the conversation!