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™
Client Operations Manager
Jeremy Toothman serves as Client Operations Manager, 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...
Director, Client Experience
*Individual not an associated person of or registered with Woodbury Financial Services.