Brian Ambrose CPA, CFP®
Annuities / Retirement Planning
Mike Bellig JD, CLU
Director of Brokerage Services -TruMark
Brent Burr* EA
Securities / Financial Planning
Steve Doman*
Securities / Insurance Planning
Henry Friedman* CLU, IAR, RR
Corporate Insurance / Estate Planning
Joe Gavazza* IAR
Retirement & Ins. Planning / Charitable Giving
John Helms CLU, ChFC
Employee Benefits
Eric Hodges* IAR
Securities / Insurance Planning
Mike Killeen* IAR
Securities / Estate & Retirement Planning |
Laura Lucas
Director of Operations / Finance
Dustin Ma*
Securities / Insurance Planning
Bob Miller* CFP®, IAR
Securities / Financial Planning
Celia J. Mason JD
Securities / Financial Planning
Larry Miller
Estate Planning
Michael W. Olff* IAR
Securities / Insurance Planning
DeHaven Sanson CFP®, CLU,ChFEBC™
Financial Planning
Vincent L. Schantz
Annuities / LTC Insurance / Retirement Planning
James E. Smith* CLU, ChFC
Securities / Insurance Planning |
Important Consumer Information:
Securities and advisory services offered through Woodbury Financial Services, member FINRA/SIPC and a registered investment advisor. Stahlschmidt Financial Group, LLC is not affiliated with Woodbury Financial Services and is not a broker dealer.
The following associates are not affiliated with Woodbury Financial Services: Brian Ambrose, Mike Bellig, John Helms, Laura Lucas, Celia Mason, Larry Miller, DeHaven Sanson and Vincent Schantz. A broker-dealer, an investment adviser, a BD agent, or IA Representative may only transact business in a state if first registered in that state, or is excluded or exempt from registration in that state as a broker-dealer, investment adviser, BD agent or IA Representative, as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either affecting or attempting to affect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion.
For information concerning the licensing status or disciplinary history of a broker-dealer, investment adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator. Offices in California |