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Meet Our Staff

As our client, you will have a team of highly qualified professionals working for you to provide you with the best coverage for you, your family, or your business.  Building a long-lasting relationship with our clients is our number one priority.

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Graeme Spencer Woods, CLU®, ChFC®

President, Financial Planner

Graeme lives with his wife and two children in the Lancaster PA area. His wife, Julie, is a physician at Wellspan Ephrata Cancer Center. The first baby, who turns 7 in June, heads up the division of play and fun. The second baby, who turns 3 soon, is in charge of eating, sleeping, and early morning fun at the Woods household. As a family, they enjoy hiking and bike riding. Julie is an avid “I Love Lucy” fan and loves baking and spending time reading to their daughters. Graeme likes to tinker in his workshop, plays golf, and loves to swim. He is also a ham radio operator (Check out: ARRL). Since moving to the community they are on a search for a home church and for ways they can become involved in the success of the community. Currently, he participates as past President of the local Danville Centennial Lions Club, as a Board Member and a volunteer on the financial advisory committee for the Bloomsburg Theater Ensemble, and as President of the Board of the Danville Child Development Center.

Graeme spent a large part of his youth as Boy Scout where he earned the rank of Life Scout and became a Junior Assistant Scout Master before leaving for college. He is a Veteran having served in the U.S. Army as a Civil Affairs Sergeant, linguist, and Parachutist. He had one overseas deployment in 2003 and 2004 to Bosnia where he supported the mission by helping local farmers develop strategies to help them compete in the international market. One, not so notable, the notable distinction is that he earned the Army Driver and Mechanics badge for driving 500 hours in a combat zone with no incidents (on record).

Graeme entered the financial planning industry in 2010 as an investment advisor representative through his wholly-owned firm. The goal was to help individuals and families start, grow, and preserve the wealth they work so hard for and deserve.

Graeme has a BBA in Finance and International Business Administration from Temple University Fox School of Business and an MBA in Global Business from Arcadia University. Graeme holds the Chartered Life Underwriter® (CLU®), and the Chartered Financial Consultant® (ChFC®) Designations from the American College of Financial Services. He holds a license for Life Insurance, Annuities, and Health. He also has a series 65 securities registration. (He also held a series 6, and 63 in the past). Graeme passed the level I CFA exam and is a candidate for the Level II CFA exam.