Broker Check

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

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Shelby Steenerson, CPA*

Steenerson & Company, Inc.

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Tom Sullivan*

Healthcare Benefit Services, Inc.

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