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.
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...
Aaron Gilman
Chief Investment Officer
Alisa Knafelc
Associate, Client Services
Bill Hamm
Chief Executive Officer
Dan Overbey
Divisional President, Institutional Services
Dan Burgess
Senior Associate, Information Technology
Rich Richmond
Director, Annuities