Financial Planning Team Herb White, CFP®, AIF®, MBA Certified Financial PlannerTM President Herb'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 Mark Hill Communications Director Meet Mark Simon Beyene Research Analyst Meet Simon Strategic Alliances Ray Trueblood* Insurance Analyst Learn more Shelby Steenerson, CPA* Steenerson & Company, Inc. Learn more Tom Sullivan* Healthcare Benefit Services, Inc. Learn more *Individual is not affiliated with Woodbury Financial Services, Inc.
