WOODSON WEALTH MANAGEMENT AND CONSULTING - Key Persons
Al began his career in financial services in 1992, following the completion of his Master of Business Administration with a concentration in finance from Long Island University, C.W. Post. In addition to earning the CERTIFIED FINANCIAL PLANNER™ certification, he has also earned the Chartered Financial Consultant® and Chartered Life Underwriter® certifications. Prior to his career in financial services, he worked as an electrical design engineer after obtaining a Bachelor of Science in Electrical Engineering from Syracuse University, along with a minor in mathematics.
As a Senior Wealth Advisor at Woodson Wealth Management, Al is dedicated to helping clients simplify, organize, and plan their financial lives, so they can achieve their life goals and leave a meaningful legacy. He believes in empowering clients and their loved ones through education and equipping them with tools and resources that help lower financial stress, better control personal and financial information, chart their financial destiny and hold their other advisors more accountable.
Having closely worked with Jamie since 2021, Bibiano has handcrafted the new WWM website you're currently browsing.
As a Social Media Manager, Daniela brings a unique blend of creativity and strategic thinking to her role. With a background in graphic design, she has a keen eye for aesthetics and a deep understanding of how to visually communicate a brand's message across various social media platforms.
In her free time, Daniela enjoys exploring her creative side through various artistic pursuits, such as sewing and fashion. She is also an avid traveler and loves experiencing different cultures and cuisines. As a firm believer in giving back to the community, Daniela volunteers her time with local charities and organizations that support animal welfare and rescue.
In 2006, Jamie began his career in finance with Morgan Stanley, eventually moving to Fidelity Investments in 2011. Over the years, he was responsible for managing $1 billion in assets for 450 families and businesses.
Presently, his primary focus is on assisting mid-career professionals to maximize their wealth and eliminate financial stress. Early on in his career, Jamie made a promise to himself to ensure that his clients would never have to experience the same financial difficulties he had faced.
Jamie's career began with Morgan Stanley in 2006, later joining Fidelity Investments as a Vice President in 2011, where he was responsible for the oversight of over $1 billion in assets of nearly 500 high-net worth families and businesses.
He brings over 20 years of wealth management and hands-on experience in the Financial Services industry. Jamie loves helping his clients make complex financial decisions, and ‘making the puzzle pieces ‘fit' for them.
Job Titles:
- Certified Financial Planner
- Wealth Manager
Jason Lampert, a Certified Financial Planner™, brings a dynamic blend of expertise and enthusiasm to the finance industry. Having transitioned from corporate IT support to financial planning, Jason understands the significance of pursuing passions and embracing change. With a wealth of personal experience and empathy, he guides individuals seeking new directions in their lives towards financial success.
Jason Lampert is a dynamic and multi-talented professional who brings a unique blend of expertise and enthusiasm to the world of finance. As a Certified Financial Planner™, Jason has dedicated himself to helping individuals achieve financial success while navigating life's twists and turns.
Having made a career transition from corporate IT support and networking engineer to financial planner, Jason understands the importance of following one's passions and embracing change. His own journey has given him a wealth of experience and empathy when working with individuals who are also seeking a new direction in their lives.
Beyond the spreadsheets and numbers, Jason's true passion lies in the vibrant realm of gaming. An avid gamer geek, he can often be found diving into virtual worlds, battling dragons, and exploring galaxies far, far away. Jason is also a force to be reckoned with outside of virtual worlds. He holds a second-degree black belt in Wado Kai Karate, showcasing his discipline and dedication to personal growth, which he brings to his financial planning practice.
Jason is actively involved in the LGBTQIA+ community and the childfree movement. Jason understands the importance of embracing diverse identities and lifestyles. Through his holistic approach to financial planning and his experience as a financial counselor and coach, Jason ensures that everyone, regardless of background or identity, has the opportunity to thrive financially.
So, whether he's building financial strategies, guiding clients towards financial freedom, or immersing himself in the latest gaming adventures, Jason is a professional who works with his clients to clarify their goals and values, and move toward their visions of the future.
Sierra is just starting in the finance industry, yet she is very eager to learn the ins and outs of the field while helping this company grow. While working at State Farm in both customer service and sales fields, Sierra has gained invaluable experience and knowledge of the importance of client relations.
Outside of work Sierra and her husband spend their time chasing after their four children, working in their garden, and hosting gatherings.
Sierra has a huge passion for foster care, as her oldest three children were adopted from that same system. She volunteers her time with the local foster youth program as well as working with the support systems for the spouses of our local law enforcement.