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

Wesley P. Wood

President

Wes Wood is the founder and president of Wood Financial Group. Four-time winner of best financial advisor in Sumner County, Tennessee*, Wes has played an instrumental role in helping clients reach their financial goals for over seventeen years. Wes provides comprehensive financial strategies including wealth management and retirement planning. He specializes in helping clients invest for income and preserve capital during retirement. Wes’s deep commitment to his clients and their success drives him to serve in the financial industry. He values financial education to his clients and to the community. He gives numerous community education workshops and also reaches people through his radio show, The Retirement Income Show on WLAC. He has been featured as a financial expert on several national television shows such as Fox Business, The Willis Report and Varney & Co. With the goals and needs of his clients as his guide, Wes builds custom investment strategies. He values the long relationships he has developed with his clients through years of dedication to them. By listening to their concerns, Wes generates custom solutions for their unique circumstances. Wes is committed to improving his community. He participates on the board of Advisor’s Academy, an organization that helps develop advisors across the country. He also volunteers at his local church and the Loyalty Foundation at Ole Miss. He lives in Hendersonville, Tennessee, with his wife, Susannah, their two daughters, and their dog, Lulu. Wes graduated from the University of Mississippi with a Bachelor’s degree in Business Administration and a Minor in Accounting. He enjoys golfing and race car driving.

Phone: 615-826-5749
Email:wes@woodfinancialgroup.com

Rachel Biggerstaff

Partner, Senior Wealth Advisor

Rachel Biggerstaff

Partner, Senior Wealth Advisor

Born and raised in Nashville, Rachel moved to Hendersonville with her family in 2000 after having attended Middle Tennessee State University. Rachel has been working with Wood Financial Group clients for over 10 years, helping them to achieve their retirement and income goals. She brings a unique perspective and passion to her role. She has a passion for serving her clients and works to ensure they understand the investment solutions she's providing. Rachel's enthusiasm, work ethic, and dedication to client satisfaction make her an invaluable addition to the Wood Financial Group Team. Outside of her time at Wood Financial Group, Rachel stays busy with her husband, five children and enjoys spending time with friends and family. She’s a member of Long Hollow Baptist Church and the Hendersonville Rotary Club and serves on the Board of Directors for the Hendersonville Senior Center.

Phone: 615-826-5749
Email:rachel@woodfinancialgroup.com

Jacqueline Garneau

Chief Marketing Officer

Jacqueline Garneau

Chief Marketing Officer

With more than 20 years of experience working in marketing, PR, and communications for the personal finance and healthcare sectors, Jacqueline is a great fit for Chief Marketing Officer. Her expertise is felt around the office and in our relationships with our clients. She has been married to her husband Randy for the past 13 years, and together they have three daughters. When she is not in the office, Jacqueline enjoys outside activities like hiking and walking her dog.

Kevin McCann

Chief Compliance Officer

Kevin McCann

Chief Compliance Officer

Kevin McCann brings a wealth of knowledge to his role as Chief Compliance Officer, with an impressive 25 years in the financial services industry. Specializing in Compliance and Supervision, Kevin is a seasoned professional who knows the ins and outs of navigating complex regulatory landscapes. Kevin is a proud alumnus of the University of Michigan, where he earned his degree in Economics. He is a father to three daughters—twin 26-year-olds and a 15-year-old and enjoys playing disc golf with friends, traveling to new destinations, and lounging by the pool during the summer months.

Email:kevin@woodfinancialgroup.com

Spencer Ader, CFP

Senior Wealth Advisor

Spencer Ader, CFP

Senior Wealth Advisor

A Native of Winston-Salem, North Carolina, Spencer attended High Point University about an hour away from Charlotte. He has a background working as a wealth advisor at Merrill Lynch and then as a Paraplanner for a boutique firm in Baton Rouge. He has joined our team as a Senior Wealth Advisor and is a great assistance to our clients when making some of the most important decisions with their money. He met his wife Paige in college and the two married in 2019. They love spending time together with their dog, Rudy. When not at the office he enjoys outdoor activities such as hiking, biking, and running.

Jackson Weeks

Senior Wealth Advisor

Jackson Weeks

Senior Wealth Advisor

Meet Jackson Weeks, a seasoned professional in the financial industry who is passionate about helping retirees manage their money wisely and build a purpose-driven financial life. Jackson has called Nashville home for over a decade. Alongside his wife and their four energetic kids, Jackson enjoys quality time with his family in the outdoors and doing home projects. When they're not our enjoying nature, you can find them attending Donelson Fellowship Church on Sundays.

Karleigh Minenna

Servicing Advisor

Karleigh Minenna

Servicing Advisor

Karleigh started as an office assistant in 2021 and worked her way up to Senior Client Service Administrator within one year. She now works as an Advisor alongside CEO Wesley Wood, assisting in servicing his clients. She is also a licensed Insurance agent for the State of Tennessee. She is full of personality, loves being around other people and keeping energies high – making her a great fit for working directly with our clients. A Nashville native, Karleigh enjoys going to live music events and capturing memories with her camera. She is married to her high school sweetheart and the two have a daughter together. Mom and daughter can often be found out and about shopping during a girls day.

Grace Ferguson

Client Relations Administrator

Grace Ferguson

Client Relations Administrator

Grace has a background in Client Services and has been working in the financial industry for over 8 years. She is from Convington, Ohio, and attended school at Sinclair Community College. Grace is happily married to her husband Ben of 23 years. They have 2 daughters, 1 son, and 2 grandsons that they adore. They put down roots in Tennessee after her husband retired from the United States Coast Guard. She is a huge supporter of the U.S. military and takes pride in doing so. When Grace isn’t at work she loves making memories with her family and enjoys going shopping and collecting designer handbags.

Jaclyn Stamps

Project Manager

Jaclyn Stamps

Project Manager

Jaclyn graduated from Western Kentucky University with a background in Sales and Marketing. She is responsible for running and maintaining our reception desk, so you will spot her as the friendly face greeting you when you walk in the door! She was born and raised right here in Hendersonville and is mom to two dogs. She enjoys outdoor activities such as camping and kayaking but can also be found enjoying a concert in Nashville.

Brittany Green

Client Relations Administrator

Brittany Green

Client Relations Administrator

We welcome Brittany to the team as our newest Client Relations Administrator. She has six years of experience working as a teacher, and more recently as a health insurance agent. We believe her cultivated skills in both fields will lend well to assisting our clients with all of their needs. She graduated from Bradley University in her home state of Illinois. She is wife to her husband Nick, and they share two dogs named Remy and Milly. In her free time, Brittany can often be found partaking in outdoor activities like hiking and golfing. She also enjoys working out and reading. She is sure to be a friendly voice over the phone and in person. She is ready help to all who come in our door!

Hannah Herman

Investment Advisor Representative

Hannah Herman

Investment Advisor Representative

Hannah graduated from Western Kentucky University with a BA in Finance, with a concentration in Personal Financial Planning. She has experience working at a hybrid RIA as a Paraplanner, holds her Series 65 License and is registered as an Investment Advisor Representative with Key Capital Management. After graduating from a CFP® Registered Program, she is excited to sit for the CFP® exam in the coming year. Hannah is from Franklin, TN where she grew up as a competitive dancer. When she is not working, she enjoys teaching dance classes of all styles and spending time with friends and family.

Moody Summers

Investment Advisory Representative

Moody Summers

Investment Advisory Representative

Moody Summers hails from Covington, Georgia, a charming town just outside Atlanta. After graduating from The University of Mississippi Moody moved forward with his career in retirement income advising and has been in the industry for several years. Outside of academics, Moody finds joy in golfing, skiing, and cherishing moments with family and friends.

Robin Weir

Marketing Coordinator

Robin Weir

Marketing Coordinator

Robin Weir coordinates the marketing, educational and philanthropic efforts of Wood Financial Group. A native of Michigan, Robin and her husband Don moved to the Tennessee area over ten years ago to start a family business. After many years of success, she decided to take a step back and allow other family members to continue the legacy of the family business. That’s when she attended a Wood Financial Group educational event and decided she wanted to learn more. The leadership team quickly knew that Robin would be an incredible asset to the team. Her positivity, energy, passion and creativity are contagious – her teammates sense these qualities as do our clients. When Robin isn’t at work she enjoys exercising, camping, hiking, biking and spending time with her husband and family.

Mindy Adams

Marketing Assistant

Mindy Adams

Marketing Assistant

Mindy is a graduate of the University of South Florida and comes to us with experience in marketing, HR, and office management. As our new Marketing Assistant, she puts her knowledge to work in helping maintain our events, workshops, and more! She has been married for eight years and is mother of two little ones. Outside of work you can find her tending to her vegetable garden and baking sourdough bread.

Houston Loper

Processing Specialist

Houston Loper

Processing Specialist

Houston joins our team as a Processing Specialist having a background working as a lead analyst in communication services with UTC SMILE Fund. A graduate of the University of Tennessee at Chattanooga, he is a native of Hendersonville. We are excited to have him as a part of our team! When he is not in the office, Houston enjoys spending time with his nephews, golfing, and walking his dog, Oliver.

Stacy Ballinger

Servicing Advisor

Stacy Ballinger

Servicing Advisor

A native of Sumner County, Stacy resides in Hendersonville along with her husband of 25 years and two college-aged children. Stacy came highly recommended by a client and it's easy to see why. She is a go-getter, has such a friendly disposition and has a passion for helping both clients and teammates. As Transition Specialist, Stacy is responsible for assisting our newest clients with transitioning their old account to their new account under our management. Her keen eye for detail and hands-on approach strives to ensure that each client’s accounts are transferred smoothly and effectively. Stacy and her husband Brian are avid UT Vols fans and, when she isn't working, Stacy enjoys spending time with her family and friends.

Amy Harris

First Impressions Manager Hendersonville Office

Amy Harris

First Impressions Manager Hendersonville Office

Amy’s background in Customer Service and Relationship Building, as well as her warm and welcoming demeanor, makes her the perfect fit as our First Impressions Manager. You will always find her engaging with everyone who walks in our door. Born and raised in California, Amy moved to Arizona at the age of nineteen. She spent most of her adult life out West before moving to Gallatin in 2022. When outside of the office, Amy can be found spending time with her three beautiful children and supporting her husband Ricky at his music gigs around the Nashville area.

Sarah Thompson

Workshop Coordinator

Sarah Thompson

Workshop Coordinator

Sarah is our Workshop Coordinator for the Franklin area. She comes to us from Vista, California, having moved to Tennessee three years ago. She has extensive experience in event planning, coordinating, and administration, and is a graduate of both UC San Marcos and the Institute for Integrative Nutrition. She is a valuable part of our Marketing Team and a reliable resource at our workshops. She is the mom to one daughter and to a boxer mix. When not at a workshop she often enjoys cooking, hiking, and exploring beautiful Tennessee!

Naomi Halsey

Client Summary Specialist

Naomi Halsey

Client Summary Specialist

Naomi comes to us as our new Client Summary Specialist. She is implementing her prior office experience to enhance our customer service and efficiency within our workplace. Her smiling face and personable demeanor makes her a great fit for the role. She is a mother of two children and three dogs. When not working, you can find her leading worship at her church, shopping, or heading to the movie theater.

Theresia Dowlen

First Impressions Manager - Franklin office

Theresia Dowlen

First Impressions Manager - Franklin office

Theresia is our First Impressions Manager at the Franklin office. She is a warm and welcoming face to all who come in the door, setting the tone for our customers. She comes to us with experience in customer relations and administration. She is the mom of four children, with three grandkids and two others on the way! When not in the office she is a wedding and portrait photographer. She and her close knit family enjoy racing, traveling, and hiking.

Casey Simmons

Appointment Setter

Casey Simmons

Appointment Setter

We’d like to welcome Casey as our newest Appointment Setter. He comes to us with experience in marketing as well as a degree from the University of Tennessee at Chattanooga. He puts his excellent customer service skills to the test everyday while engaging with our clients and customers. His kind demeanor serves him well in the role. When he is not spending time with his wife Lauren and their golden doodle pup named Daphne, you can often find him watching the latest sports game.

Chloe Elliott

Executive Personal Assistant

Chloe Elliott

Executive Personal Assistant

Austin O'Neill

Financial Professional

Austin O'Neill

Financial Professional

Born and raised in Smyrna, TN, Austin stayed with his roots and attended Middle Tennessee State University. His previous work experience includes working as an Independent Advisor with Northwestern Mutual, before becoming a vital part of our team here at Wood Financial. An avid sports fan, you can find Austin at many different sporting activities throughout the year. He is also known for lending his talents as a basketball coach for a Smyrna recreational league during the fall and winter months.

Darryl Raden

CPA/ Accountant

Darryl Raden

CPA/ Accountant

One of the newest members of the Wood Financial Group team, Darryl provides income tax returns for our clients, their friends, family members and other referrals as well as a select group of other seniors. As a dedicated CPA(I) with over 30 years of experience, Darryl has jumped right in and quickly become an integral part of Wood Financial Group team by providing tax savings strategies for our clients. Originally from Illinois, Darryl and his wife recently moved to Tennessee to be closer to family. When he’s not crunching numbers he enjoys music and the outdoors.

Woody

CSO - Chief Snuggle Officer

Woody

CSO - Chief Snuggle Officer

Woody is our newest Chief Snuggle Officer. His extensive background in Paw-ject Management, Pup-lick Relations, and Barketing has prepared him for this role. He's attending K-9 Fur-niversity and still working on earning his dog-gree. Always willing to lend a paw or fetch whatever is needed, Woody is ulti-mutt-ly the best candidate for CSO. Initially from Topeka, KS, Woody came to Tennessee to em-bark on a new journey. When he's not at the paw-ffice, he enjoys a good pawty, playing fetch, and eating pup-corn.

Ken Boutwell

Tax Preparer

Ken Boutwell

Tax Preparer

A resident of Hendersonville with a Bachelor’s degree in Business Administration and over 35 years of accounting and tax preparation experience, Ken Boutwell does an exemplary job of providing tax management strategies and tax preparation services to our clients. His knowledge and detail orientation are evident in every client interaction. Originally from MS, Ken and his wife of 45 years relocated to Hendersonville 30 years ago. He has 2 adult children and two grandchildren. He is a member of the First United Methodist Church’s finance committee and former treasurer of the Hendersonville Sertoma Club. He thoroughly enjoys working out and you’ll find him exercising at the local YMCA five days per week! Ken is not associated with Triad Advisors, LLC. or WFG Advisors, LP

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.

YOur retirement planning Team

Meet your

Expert Team

Wesley P. Wood

Rachel Biggerstaff

Jacqueline Garneau

Kevin McCann

Spencer Ader, CFP

Jackson Weeks

Karleigh Minenna

Grace Ferguson

Jaclyn Stamps

Brittany Green

Hannah Herman

Moody Summers

Robin Weir

Mindy Adams

Houston Loper

Stacy Ballinger

Amy Harris

Sarah Thompson

Naomi Halsey

Theresia Dowlen

Casey Simmons

Chloe Elliott

Austin O'Neill

Darryl Raden

Woody

Ken Boutwell

Financial Planning For Safe Investment

Our Expertise

25 Years Of Experience
In Financial planning

Quick Links

Newsletter

YOur retirement planning Team

Meet your

Expert Team

Financial Planning For Safe Investment

Our Expertise

25 Years Of Experience In Financial planning

Quick Links

Newsletter

25 Years Of Experience
In Financial planning