Loni, Yvonne, and Adrian collectively have over 65 years of experience in the financial services industry.
What we offer is a financial partnership. When you work closely with someone you find out what is most important to them. We have found that it is not the money they have, or the assets they have collected, but the stories of how they got there and the stories about their families. Clients tell us they are looking forward to spending more time sailing, playing golf, or traveling abroad with their family. In most cases this is what motivated them to achieve financial independence.
Albert Einstein said, “ Not everything that can be counted counts, and not everything that counts can be counted”. If this world distracts you, and you are unsure of what is most important to you, then WE want to help you find it. This is our value proposition at Woods and Waters Financial Group.
Please visit Partner bios located below to learn more about each of us.
LPL Financial Advisor – Investment Consultant – Sr. Partner
As a Wealth Advisor, Adrian Shifflett helps his clients take a comprehensive and strategic approach to financial planning, even in the early stages of asset accumulation. Utilizing an in-depth financial needs assessment in partnership...
I worked for a family owned business for most of my life. I often attribute my financial education to those 12 years of service to one family. I spent 4 years working for a fortune 100 company, where I excelled at goal setting and...
As a Wealth Advisor, Yvonne delivers comprehensive financial advice across a combination of subject areas developing recommendations tailored to her client families unique goals, needs and priorities. Yvonne has been in the financial...
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses 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.