Broker Check








Patrick J. Cloutier, AAMS, CRPC

Financial Advisor

(972) 562-5682 ext. 201

(972) 562-4797

[email protected]

Patrick J. Cloutier specializes in helping those at or near retirement create, implement and monitor a plan to take income from their investments and savings. He is qualified and trained to help protect and preserve your income and...

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Matthew B. Gournay, CFP

Financial Advisor

(972) 562-5682 ext. 202

(972) 562-4797

[email protected]

Matthew's focus is helping small to mid-sized business owners with their estate, business succession and corporate retirement plans. He is a Certified Financial Planner™ practitioner and has successfully completed the FINRA...

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Madeleine M. Cloutier

Registered Assistant

(972) 562-5682 ext. 204

(972) 562-4797

[email protected]

Madeleine M. Cloutier, daughter of Patrick J. Cloutier, is a Registered Assistant of Woodbury Financial Services, Inc. and is the Director of Customer Relationships at Legacy Planning Group.

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