Financial Planning Team Gregory McElheny, AIF® Financial AdvisorManaging Partner Greg's Bio Joseph Di Biasi, MBA Financial AdvisorManaging Partner Joe's Bio Leor Getzel Investment Advisor Representative Leor's Bio Jason Evans, CFP® ChFC® LUTCF CERTIFIED FINANCIAL PLANNER™Chartered Financial Consultant®Financial Services RepresentativeInvestment Advisor Representative Jason's Bio Bill Simmermon Investment Advisor Representative Bill's Bio Brian Marston, ChFC, CLUFinancial Advisor Brian'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 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.
