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.
Aileen has been with the firm since 2004, serving as the Administrative Assistant, and she has since and has transitioned to the role of Tax Assistant. She dedicates her time to assisting current and new clients, providing a level of service that is respected and appreciated by our clients.
Olivia serves as the firm’s Administrative Assistant. She draws from her experience in project management and marketing to serve as a customer service liaison, maintain organization of files and documents, manage schedules and provide marketing and copywriting support.