YOur retirement planning Team
Voted the best investment services company multiple years in a row by voters in Sumner County*, Wood Financial Group has earned the trust of our clients. Through years of service dedicated to improving the lives of our clients, we have developed loyal, life-long relationships in our community. We know you have many options when deciding where to turn for investment advice and we value the trust you put in us to invest and protect your assets. We specialize in serving retirees and pre-retirees.
We know that we serve our clients better as a team than we can as individuals. With our years of experience, education and financial insight, we provide valuable tools designed to build financial independence. As fiduciaries, we only advise what’s best for our clients. Our responsibility is to them, not to any company or financial entity.
Meet your
Expert Team
Wesley P. Wood
President
- Phone: 615-826-5749
- Email:wes@woodfinancialgroup.com
Rachel Biggerstaff
Partner, Senior Wealth Advisor
- Phone: 615-826-5749
- Email:rachel@woodfinancialgroup.com
Kyle Steveson
Senior Wealth Advisor
- Phone: 615-826-5749
- Email:kyle@woodfinancialgroup.com
Spencer Ader
Senior Wealth Advisor
- Phone: 615-826-5749
- Email:rebecca@woodfinancialgroup.com
Kayleigh Reaves
Director of Operations
- Phone: 615-826-5749
- Email:kayleigh@woodfinancialgroup.com
Robin Weir
Marketing Coordinator
- Phone: 615-826-5749
- Email:robin@woodfinancialgroup.com
Caroline Pearce
Marketing Coordinator
- Phone: 615-826-5749
- Email:caroline@woodfinancialgroup.com
Stacy Ballinger
Senior Client Service Representative
- Phone: 615-826-5749
- Email:stacy@woodfinancialgroup.com
Karleigh Minenna
Client Service Representative
- Phone: 615-826-5749
- Email:karleigh@woodfinancialgroup.com
Hannah Herman
Client Relations Administrator
- Phone: 615-826-5749
- Email:hannah@woodfinancialgroup.com
Micheal Upshaw Jr.
Client Relations Administrator
- Phone: 615-826-5749
Grace Ferguson
Client Relations Administrator
- Phone: 615-826-5749
Amy Harris
First Impressions Manager Hendersonville Office
Ken Boutwell
Tax Preparer
Ken Boutwell
Tax Preparer
- Phone: 615-826-5749
Kay Brooks
Processing Specialist
Darryl Raden
CPA/ Accountant
Darryl Raden
CPA/ Accountant
- Phone: 615-826-5749
Jaclyn Stamps
First Impressions Manager - Mt. Juliet Office
Austin O'Neill
Financial Professional
Rebecca Wells
Office Assistant
- Phone: 615-826-5749
- Email:rebecca@woodfinancialgroup.com
Cat Robinson
Tax Administrator
Woody
CSO - Chief Snuggle Officer
Our Expertise
25 Years Of Experience
In Financial planning
We offer the attention of a small firm with the resources of a large firm. Knowing that everyone is different, we customize each financial plan according to the unique needs of our clients.
We are strong advocates in our community for financial education and provide free financial seminars for community members. Partnering with many local non-profits, we encourage everyone to gain the education necessary to gain greater financial freedom. With a unique background in tax, insurance and financial law, we adhere to solid investment practices backed by years of research and success.