Please join Barb Elgin as she welcomes certified financial planner and long time colleague Woody Derricks to the show for a discussion about wealth, lesbian style.
Woody Derricks is the President of Partnership Wealth Management, an independent financial services company. Starting his career as a Financial Advisor in 1998 has given Woody a broad perspective over wealth management.
Woody has seen one of the best and one of the worst markets in our history. That experience allows Woody to approach his clients with the knowledge of how the markets fit into their greater financial picture. His perspective has also been broadened by serving as an advisor, a mentor, and as a manager throughout his career. Woody is a Certified Financial Planner (CFP®) and an Accredited Domestic Partnership Advisor.
Please click here for more information on Woody's background.
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