Broker Check

Financial Planning Team

Herb White, CFP<sup>&#174;</sup>, AIF<sup>&#174;</sup>, MBA

Herb White, CFP®, AIF®, MBA

Certified Financial PlannerTM

President

Herb's Bio
Gregory McElheny

Gregory McElheny

Financial Advisor

COO

Greg's Bio
Joseph Di Biasi, MBA

Joseph Di Biasi, MBA

Financial Advisor

CEO

Joe's Bio
Suzanne Charrin, RFC<sup>&#174;</sup>, MA

Suzanne Charrin, RFC®, MA

Financial Advisor

Suzanne's Bio
Brian Marston, ChFC, CLU

Brian Marston, ChFC, CLU

Financial Advisor

Brian's Bio
Randy Stone

Randy Stone

Financial Advisor

Randy's Bio

Michael Labedz, CFE®

Financial Advisor

Mike's Bio

Administrative Team

Kim Dale

Kim Dale

Exec Administrative Coordinator

Meet Kim
DeEtta (Dee) Walker

DeEtta (Dee) Walker

New Business Manager

Meet Dee
Rachel Majich

Rachel Majich

Client Relationship Coordinator

Meet Rachel
Mark Hill

Mark Hill

Communications Director

Meet Mark

Strategic Alliances

Shelby Steenerson, CPA*

Shelby Steenerson, CPA*

Steenerson & Company, Inc.

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Kimberly Sparks*

Kimberly Sparks*

Sparks Legal Corp., PC

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Tom Sullivan*

Tom Sullivan*

Healthcare Benefit Services, Inc.

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*Individual is not affiliated with Woodbury Financial Services, Inc.