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

Rachel Biggerstaff

Rachel Biggerstaff

Partner, Senior Wealth Advisor

Matt Malone

Matt Malone

Senior Wealth Advisor

Kyle Steveson

Kyle Steveson

Senior Wealth Advisor

Robin Weir

Robin Weir

Marketing Coordinator

Sherrye Moore

Sherrye Moore

Marketing Coordinator

Caroline Pearce

Marketing Coordinator

Kayleigh Reaves

Director of Operations

Hannah Herman

Client Relations Specialist

Karleigh Minenna

Karleigh Minenna

Client Service Representative

Stacy Ballinger

Senior Client Service Representative

Rebecca Wells

Rebecca Wells

Office Assistant

Micheal Upshaw

Micheal Upshaw Jr.

Client Relations Administrator

Grace Ferguson

Grace Ferguson

Client Relations Administrator

Chloe Elliott

Executive Personal Assistant

Ken Boutwell

Tax Preparer

Kay Brooks

Kay Brooks

Processing Specialist

Darryl Raden

CPA/ Accountant

Woody

CSO - Chief Snuggle Officer

Financial Planning For Safe Investment

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.