12640 Crabapple Road
Members of our core team serve as your primary wealth management partners. They’re supported by specialists in all financial planning disciplines with professional designations that include AAMS, CLU, ChFC, CFP®, CFS and CPA. All of us participate in continuing education programs to enhance our skills and knowledge.
Principal and Certified Financial Planner™
Director Business Operations
Jeremy Toothman serves as Director Business Operations, handling all paperwork, client service, case and review preparation, research and much more. He discovered his interest in finance while helping young recruits manage their money...
Client Service Coordinator
Melissa Mitchell joined the team in April, 2021, as Client Service Coordinator, handling paperwork, client service, and case and review preparation. Melissa is a graduate of Brown University and has spent much of her career in...
Director Client Experience
Virginia Martin joined Main Street in September of 2018 as the Director of Client Experience. In addition to interaction with clients, she manages retirement workshops, client appreciation events, the website and social media. Prior...
*Individual not an associated person of or registered with Woodbury Financial Services.
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