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

Kyle Steveson

Senior Wealth Advisor

Kyle Steveson

Senior Wealth Advisor

After growing up in Northwest Ohio, Kyle migrated south to attend Bowling Green State University, where he graduated with a degree in Finance with a specialization in Financial Planning. He has previously worked as a consultant to many large financial advisory firms across the US, where he helped build income plans and portfolios for their clients. Kyle resides in Goodlettsville with his wife, Jordyn, and their dog, Copper. He spends time golfing, exercising, traveling, and cheering The Ohio State Buckeyes!

Phone: 615-826-5749
Email:kyle@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.

Stacy Ballinger

Advisor

Stacy Ballinger

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.

Karleigh Minenna

Advisor

Karleigh Minenna

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.