Broker Check

Wealth Management &
Retirement Strategies for
Individuals, Families and
Business Owners

Tanya Widner

Tanya Widner

Director of Operations

 

Tanya is a key figure in providing the highly personalized service and professionalism you have come to expect from our firm. She is responsible for the quality of care each client receives and deserves.

Tanya has over ten years experience in the financial services industry in administration and is fully licensed for insurance planning. One of her great strengths is the enjoyment she gets from working with people like you to help them reach their financial goals. As both a professional and a mother she understands the importance of financial planning, especially retirement planning and college savings. 

She works closely with Mark Mappa and is in charge of account management, ensuring that your questions, requests, and possible problems are handled promptly and efficiently. Tanya is also in charge of our firm’s communications with clients, including organizing client events, updating the website, and handling our firm newsletter. In addition, she oversees the organization of quarterly financial reports, the distribution of all firm information, and important notices.  She makes sure all documents, applications, and forms are properly and securely rendered in a timely manner. We pride ourselves on our strong relationship with our clients and Tanya’s efforts are a large part of those relationships.    

Tanya is not registered with Woodbury Financial Services, Inc.