Emily joined Woods Financial Services, LLC full time in 2008 after raising her young daughters. She manages business operations and accounting, tax preparation and technology services for clients.
Brian founded Woods Financial Services, LLC in 1997 after working for a Big 4 international accounting firm. Since the start of his career, Brian’s mission has been to provide sensible, relevant and valuable financial advice to individuals and small business owners.
Olivia serves as the firm’s Client Manager. She draws from her experience in project management and marketing to serve as a resource to new clients, prepare & track correspondence to the IRS & state tax agencies, prepare PPRs & 1099s, and provide marketing and copywriting support.
Born in California and raised in Nigeria, Derin is a junior at Towson University, where she is pursuing a degree in Finance and a minor in Accounting. She served as the treasurer of the Towson University Investment Group and is a member of the MentHer program; a program empowering young female students in the Baltimore area through networking and mentorship. After college, she plans on pursuing an MBA in Finance and becoming a CFA Charterholder.
Joyce draws from her extensive experience in accounts receivable/payable to serve as accounting support staff to Emily. Her roles include data entry, reconciliation, payroll preparation and reporting.
Melanie “Mel” is our Tax Administrative Assistant and Office Manager. She brings six years of real estate titling experience to the firm and uses her customer service and organization skills to route phone calls to the appropriate team members, schedule appointments and keep our front office running smoothly and efficiently. During tax season, she is responsible for assembling and disseminating tax returns.