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How We Work

How We Work

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

Shay Woodward IV

President | Founder


Shay believes that everyone has their own set of strengths and struggles, but by understanding them, he can build a synergistic team to better serve the goals and aspirations of his clients. He firmly believes that ideas and concepts...

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IFP Extended Team

Aaron Gilman

Aaron Gilman

Chief Investment Officer

Alisa Knafelc

Alisa Knafelc

Associate, Client Services

Bill  Hamm

Bill Hamm

Chief Executive Officer

Dan Overbey

Dan Overbey

Divisional President, Institutional Services

Dan  Burgess

Dan Burgess

Senior Associate, Information Technology

Rich  Richmond

Rich Richmond

Director, Annuities