Meet the Team
Partner at Weldon and Weldon Financial Coaching. Jeffry began his career in 1986 after graduating from The Columbus School of Law at Catholic University in Washington D.C. Where he was on the editorial board for Volume one and two of The journal of Contemporary Health Law and Policy. He joined Strategies for Wealth in 1991, and after 30 years expanded the services offered to his clients co-founding a Registered Investment Advisory, Weldon and Weldon Financial Coaching, with his wife and life partner Carolyn Weldon. Jeff is enrolled at Texas A&M School of Law, obtaining his Masters of Wealth Management degree. During his career, Jeffry has been the recipient of numerous business building awards with the businesses he has represented.. In his spare time, he enjoys being with his wife Carolyn and their two children, Meghan and Kathleen.
Specialties: Wealth Advisory, Executive, Estate and Personal and business Strategies
Carolyn is a partner at Weldon & Weldon Financial Coaching. She began her career in 1986 as an executive assistant at Strategies for Wealth in Watertown. NY. Carolyn is a registered investment advisor. She completed her series 65 in 2019. She is a past president of her local library board and remains a member of the board of trustees for 12 years. Carolyn enjoys reading, and has been part of a book club for 28 years. She is also a breast cancer survivor.
Monica Boulter
Financial Coach
Monica started on her path to become a financial coach in 2018 and recently joined the team as a registered investment advisor and insurance agent. Over the past decade, she has worked with friends and family to develop customized financial plans. Monica’s true purpose is to empower people and families to be free around money. Building on years of public service, she is passionate about coaching people to discovering how they can build a mindset of joy and peace around their lives. She resides in Baltimore, MD with her husband Nicholas, and two energizer bunnies, Isabelle and Theodore.
Christy Goodwin
Executive Assistant
Christy worked for Lake Pointe Church in their counseling center as their office manager for the last 7 years. Prior to that she worked for 2 years as the Children's Ministry Receptionist. She also worked for AT&T for 20 years in various administrative roles. The last four years at AT&T she was a Project Manager for Outside Plant Systems. She has been married for 34 years to Walter, has 2 children, 3 grandchildren and one grand-dog.
Kathleen Weldon
Social Media Manager
Kathleen is an award winning author and a graduate of Saint Leo University where she majored in English with a concentrating in professional writing. When she isn't working at Weldon & Weldon Financial Coaching, she is writing, reading, and spending time with her family and dogs.