Well-established. Here for you.

The WWM Team

Who We Are

We’re a growing, close-knit team living and working remotely in different countries.

As a distributed team across the United States and world, each member brings a wealth of knowledge, experience, and adds to our culture of creating a welcoming and inclusive environment not just for ourselves but also for you, as our client.

Jamie Lima

Founder & President
Certified Financial Planner™

Drew Schlotter

Wealth Manager
Certified Financial Planner™

Sierra Davis

Operations Manager

Brandon Snell

Client Service Associate

Bibiano Wenceslao

Web Developer

We believe in investing in people and building meaningful bonds.

Having started as a small team, each member treats one another as family. We lift each other up, showcase each one’s strengths, and provide support unconditionally.

Our Culture

Our Core Values

Our principles are the core of Woodson Wealth Management.

They help drive every decision we make and every interaction we have with our clients.

Accountability

Each of us is responsible for our words, our actions, and our results.

Integrity

We build trust through responsible actions and honest relationships.

Respect

We value everyone and treat people with dignity and professionalism.

Teamwork

We achieve more when we collaborate and all work together.

Want to join us?

If you are a CFP® or interested in becoming a part of our support team, feel free to email your resume to: jamie@woodsonwm.com