Broker Check

Financial Planning Team

Herb White, CFP®, AIF®, MBA

Certified Financial PlannerTM

President

Herb's Bio

Gregory McElheny

Financial Advisor

COO

Greg's Bio

Joseph Di Biasi, MBA

Financial Advisor

CEO

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

Simon Beyene

Research Analyst

Meet Simon

Strategic Alliances

Shelby Steenerson, CPA*

Steenerson & Company, Inc.

Learn more

Tom Sullivan*

Healthcare Benefit Services, Inc.

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