Who We Are
When our founder, Michael Coleman, was approached with the chance to work as an independent financial advisor, he knew right away that it would be a good fit. This transition to independence allowed him to provide a higher level of service to his clients and cater plans that are right for their needs.
At Woodlake Wealth Management, we are here to serve as your financial guide and craft plans to take you from where you are today to where you hope to be tomorrow. Our years of experience and knowledge of the investing world allow us to guide you away from any planning pitfalls and craft a path that is right for your goals. We aren’t motivated by any commissions or proprietary products and our only loyalty is with our clients.
Contact us today to learn more. We’d be more than happy to help.
President / Financial Advisor
Knowledge is power. It’s also the foundation for intelligent, well-considered decisions. When you have retirement in sight, sound decisions are vital in helping you pursue your goals and avoid costly mistakes that can affect your...
Vice President / Financial Advisor
Kent Hansen is a Chartered Retirement Planning Counselor with over 30 years of experience in the financial services industry. He joined Woodlake Wealth Management as Vice President in 2017 His financial services background includes...
Client Relationship Manager
Tia has been working with investment advisers in the financial industry for over five years. She holds a Series 7 securities license through LPL Financial and has passed the Series 66 exam held through Western Wealth Management, LLC
Director of Marketing / Graphic Designer