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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.

Michael Coleman

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...

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Charlie was born, Charles Edward Rhoades II, but that is way to formal for his personality. He was raised in Kansas City, the oldest of four children. Growing up in a large, midwestern family taught him the principles of working hard,...

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Kent Hansen

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...

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Tia has been working with investment advisers in the financial industry for 9 years. She holds a Series 7 securities license through LPL Financial and has passed the Series 66 exam held through Western Wealth Management, LLC. 

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Alex Ortiz

Technology Specialist

Andrea Colburn

Administrative Specialist

Hope Hoover

Director of Marketing / Graphic Designer

Prior to joining us in 2022, Hope headed up her own business as a mobile notary and closed over 1,500 real estate loans during the 2 -year pandemic. Hope holds a bachelor’s degree from Rocky Mountain College of Art & Design and...

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