Our team specializes in wealth management strategies to help you plan for and reach each milestone in life. We offer personalized, hands-on service to help individuals and families explore their financial goals and develop a plan to reach those goals. With our years of experience, we have developed a reputation for providing education to our clients in an easy-to-understand manner in order to help you pursue your financial objectives. We believe a team approach is most effective in assisting our clients maneuver through an ever-changing financial world.
Wealth Managers
Colin P. Figueroa
Wealth Manager
855-298-5455
CFigueroa@woodburyfinancial.net
Colin has been dedicated to meeting the wealth management and financial planning needs for his clients for over 10 years. He is focused on building relationships with corporate executives, and small business...
Daniel R. Kotovsky CFP®
Wealth Manager
866-240-7822
DKotovsky@woodburyfinancial.net
As a Wealth Manager at Alpine Financial Planning, Daniel Kotovsky specializes in helping clients realize that through planning, patience, and discipline, they can achieve their financial goals. Dan has served in the finance industry...
Marc Lewis
Wealth Manager
800-765-7440
Marc brings over 20 years of industry experience to his clients and to the team. As a Wealth Manager, Marc works closely with individuals, families, corporate executives, and small business owners to develop customized strategies to...
Whitney Figueroa, BFA™
Wealth Manager & Financial Planning Specialist
WFigueroa@woodburyfinancial.net
Whitney Figueroa has been dedicated to serving her community as a Director of Social Services for the past 10 years. She has a distinctive skill set with a value-based approach. As a Financial Advisor she focuses on purpose-driven,...
Operations
Client Centered
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses on your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.