Our Team
Meet the Team
At our firm, we have the client—and only the client—in mind.

Juli McNeely CFP®, CLU, LUTCF
CERTIFIED FINANCIAL PLANNERâ„¢
866-591-3690
juli.mcneely@woodburyfinancial.net

Rebecca J. Gonzalez, CLU, CFP®
CERTIFIED FINANCIAL PLANNERâ„¢
866-591-3690
rebecca.gonzalez@woodburyfinancial.net

Daniel Flees, CMFC, FSS, LUTCF
Financial Representative
866-591-3690
daniel.flees@woodburyfinancial.net



Client Centered
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.