Woody is a CERTIFIED FINANCIAL PLANNER™ with over 35 years of experience in financial services. He has owned a Broker-dealer and been a general agent for two major life insurance companies for the majority of his career. Most recently Woody was a founding partner in Intermountian Financial Advisors, Inc. in Salt Lake City until accepting the opportunity with Cambridge.
Woody has 3 married daughters, seven step-children and is about the have his 18th grandchild. Woody is an avid golfer and loves to teach and mentor new advisors.
*Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.