AN ENTIRE TEAM dedicated to your success

Whether it’s individual financial guidance or robust institutional strategies, we’ve built a team to address the varied needs of our diverse clientele. Our experienced advisor group works together to develop strategies with an emphasis on mitigating risk and enhancing long-term success, fortified by thorough, objective investment research and selection. We see your goals as an extension of our own and will work hard to help drive the desired results.

Advisory and Management Team

Peter Anderson
Peter Anderson, CFP®, CPFA, CEPA
Vice President, WWS Financial Advisor, RJFS
Darren Bobley bio image
Darren Bobley, CFP®
Senior Vice President, WWS Financial Advisor, RJFS
Forest-Busby bio image
Forest Busby Jr
Vice President, WWS Financial Advisor, RJFS
David Carbajal Headshot
David E. Carbajal, CFP®
Vice President, WWS Financial Advisor, RJFS
Stacie Coleman
Stacie Coleman
Insurance Services Consultant
Fred Greene
Fred Greene, CIMA®
Executive Vice President, WWS Private Wealth Advisor & Portfolio Manager, RJFS
Ken Hajdik Headshot
Kenneth J Hajdik, CFP®
Certified Financial Planner™
Jason Harris bio image
Jason Harris,
Vice President, WWS Financial Advisor, RJFS
Kym Harris Bio Image
Kym Harris
Insurance Services Consultant
Skeeter Hubert bio image
Skeeter Hubert
Senior Vice President, WWS Account Executive, RJFS
Paul Lancaster bio image
Paul J Lancaster, Jr, ChFC®, CLU®
Senior Vice President, WWS Financial Advisor, RJFS
James McCallister Bio Photo
James B. McAllister
First Vice President, WWS Financial Advisor, RJFS
Laurie McLaughlin bio image
Laurie McLaughlin
Senior Vice President, WWS Branch Manager, RJFS
Robert Ogren bio image
Robert V. Ogren, JD
Senior Vice President, WWS Financial Advisor, RJFS
Jerry Orebaugh bio image
Jerry Orebaugh, AAMS®, CPFA
Senior Vice President, WWS Financial Advisor, RJFS
Bert Runnels bio image
Hubert Runnels, Jr., RICP®
First Vice President, WWS Financial Advisor, RJFS
Richard Saldaña bio image
Richard Saldaña
Vice President, WWS Financial Advisor, RJFS
Joe Spooner
Joseph R Spooner
Investment Management Consultant Vice President, WWS
Financial Advisor, RJFS
Steven Tucker
Steven Tucker
President, WWS Branch Manager, RJFS
Rudy Wentzler bio image
Rudy Wentzler, MBA, AAMSTM, CEPA
Senior Vice President, WWS Private Wealth Advisor, RJFS
Steven Wohlschlaeger bio image
Steven Wohlschlaeger, CFP®, CIMA®, CRPC®, CPFA
Senior Vice President, WWS Financial Advisor, RJFS

Service Associates & Staff

Wendy Allen Bio Image
Wendy Allen
Registered Client Service Associate
Heather Bucharski Bio Photo
Heather Bucharski
Client Service Associate
Haley Cummings Bio Image
Hayley Cummings
Branch Business Coordinator
Dana Gleinser bio photo
Dana Gleinser
Client Service Coordinator, WWS Senior Registered Client Service Associate, RJFS
Lois Krier bio photo
Lois Krier
Branch Service Associate
Liz Lee Bio Image
Liz Lee
Client Service Associate
Angie Mayrant bio photo
Angela Mayrant
Client Service Associate
Janeen Morin bio photo
Janeen Morin
Client Service Associate
Teresa Packer bio photo
Teresa Packer
Client Service Associate
Patti Seefeldt bio image
Patti Seefeldt
Senior Vice President, WWS Marketing Manager, RJFS
Erica Walker Bio Image
Erica Walker
Branch Business Coordinator
“Integrity is doing the right thing, even when no one is watching.”
C.S. Lewis

Get in touch and say hello

Securities are offered through Raymond James Financial Services, Inc., Member FINRA / SIPC, an independent broker/dealer. Insurance services are provided by Woodforest Wealth Strategies, which is a wholly owned subsidiary of the Woodforest Financial Group, Inc. Investment and insurance products are not insured by bank insurance, the FDIC or any other government agency, are not deposits or obligations of the bank, are not guaranteed by the bank, and are subject to risks, including the possible loss of principal. Woodforest Wealth Strategies, Woodforest Financial Group, Inc. and Woodforest National Bank are not registered broker/dealers and are independent of Raymond James Financial Services. Investment Advisory Services are offered through Raymond James Financial Services Advisors, Inc.

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