Professional Background

 

 Chris EhrmannMike Roberts, Larry Springer, Denise Walker             

 

Larry E. Springer, CFP(R)

 

 

 

 

 

 

 

 

 

Larry Springer, a partner of West Railroad Financial Partners, LLC,  is a Certified Financial Planner with nearly 40 years of experience in financial services.

He has served as Regional Director of Financial Planning for AXA Advisors where he managed 150 financial professionals.  Larry teaches for Fairleigh Dickinson University as a member of the adjunct staff where his primary focus is to prepare students for the Certified Financial Planning program.  He has also held the position of Director of Marketing for John Hancock Career Division where he trained financial planning and conducted various financial workshops.

Larry has conducted money management seminars for Pitney Bowes, Honeywell, NJ Natural Resources, Medco, Selective Insurance and others*.  He holds a Bachelor of Arts in Psychology from Monmouth University and a number of professional certifications including CLU (Chartered Life Underwriter) and ChFC (Chartered Financial Consultant).  Larry is also a member of the Financial Planning Association and Society for Human Resource Management.

Michael D. Roberts, CPA, CFP(R)

 

 

 

 

 

 

 

 

 

 

Mike Roberts, a partner of West Railroad Financial Partners, LLC,  is a Certified Public Accountant and Certified Financial Planner and has earned other designations including Chartered Advisor in Senior Living from The American College and is "Certified in Long-Term Care" (the "CLTC") from the Corporation for Long-Term Care Certification Corporation, Inc.

Mike worked as an auditor for Coopers & Lybrand (a predecessor firm of PricewaterhouseCoopers) for 9 years and was a senior accounting executive at W.P. Carey & Co., LLC for 19 years including its Corporate Controller for 17 years.

Mike is a member of the Financial Planning Association, American Institute of Certified Public Accountatnts (and its Personal Financial Planning section) and the New Jersey Society of Certified Public Accountants. 

Mike has taught as an adjunct instructor in the Fairlegh Dickinson University and currently teaches in the Community Education program at Middlesex County College. 

Michael holds a B.A. in Sociology from Brandeis University, an MBA from Northeastern University and a certificate in Financial Planning from Fairleigh Dickinson University.

Mike's continuing education inlcudes participation in the Ed Slott Elite IRA Advisor Group and,  he has  attended  and presented at a small-group intensive workshop for financial advisors on Savvy Social Security Planning presented by Elaine Floyd, the Director of Retriement and Life Planning for Horsesmouth LLC.

*The entities listed are not affiliated with Woodbury Financial Services nor this does not constitue a recommendation by these entities.

DENISE WALKER

 

 

 

 

 

 

 

 

 

Denise joined the firm in 2013 and is our Operations Coordinator.  Denise is responsbile for providing administrative and operational support and works closely with our clients.  Denise is a graduate of Northeastern University and has over 20 years of customer service experience including over 10 years in the financial services industry.

Denise enjoys spending time with her two children, reading the latest best sellers and cooking.

CHRIS EHRMANN

 

 

 

 

 

 

 

 

 

Chris Ehrmann joined the firm in 2014 as our Administrative Assistant and has 10 years of administrative and teaching experience.  Chris is pursuing a degree in Political Science from Thomas Edison State College.

Chris enjoys spending time with his family and family and likes to travel.

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck