Our Team
Matt Johnson
mjohnson@csestrategypartners.com
For more than two decades, Matt Johnson has been an Independent Financial Advisor and in leadership roles with Woodbury Financial Services (WFS). Matt began his career with Woodbury and one of their Independent Marketing Organizations,...
Keith Klueter
kklueter@csestrategypartners.com
Joe McCarthy
jmccarthy@csestrategypartners.com
Joe has been in the financial industry for over ten years. Having trained with and run an investment office with Edward D. Jones and Company for seven years, Joe joined Woodbury Financial Services in 2014. That move allowed him to...
Travis McGrew
tmcgrew@csestrategypartners.com