Financial Planning Team Herb White, CFP®, AIF®, MBA Certified Financial PlannerTMPresident Herb's Bio Gregory McElheny Financial AdvisorCOO Greg's Bio Joseph Di Biasi, MBA Financial AdvisorCEO Joe's Bio Suzanne Charrin, RFC®, MA Financial Advisor Suzanne's Bio Brian Marston, ChFC, CLU Financial Advisor Brian's Bio Randy Stone Financial Advisor Randy's Bio Michael Labedz, CFE®Financial Advisor Mike's Bio Administrative Team Kim Dale Exec Administrative Coordinator Meet Kim DeEtta (Dee) Walker New Business Manager Meet Dee Rachel Majich Client Relationship Coordinator Meet Rachel Mark Hill Communications Director Meet Mark Strategic Alliances Shelby Steenerson, CPA* Steenerson & Company, Inc. Learn more Kimberly Sparks* Sparks Legal Corp., PC Learn more Tom Sullivan* Healthcare Benefit Services, Inc. Learn more *Individual is not affiliated with Woodbury Financial Services, Inc.
