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

Senior Wealth Advisor

Spencer Ader

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.

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

Kayleigh Reaves

Director of Operations

Kayleigh Reaves

Director of Operations

Kayleigh graduated from the University of Alabama with a degree in Finance and Investment Management. Before Wood Financial, she worked for UBS Investment Bank; assisting two financial advisors. Prior to that role, she was the subject matter expert in the Account Opening and Maintenance department and began her career as a Managed Account Specialist. She describes herself as someone who clings to numbers and their relation to an organization’s wellbeing. Outside of the office she enjoys traveling, reading, and playing chess.

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

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.

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

Sherrye Moore

Marketing Coordinator

Sherrye Moore

Marketing Coordinator

Phone: 615-826-5749

Caroline Pearce

Marketing Coordinator

Caroline Pearce

Marketing Coordinator

Caroline was born and raised in North Carolina. She went to school in Virginia, where she graduated with her degree in Business. She has experience as a Copywriter and Marketing Assistant, as well as a social media manager. She moved to the Nashville area to pursue her love of songwriting. When not in the office, she can often be found traveling or spending time with friends and family.

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

Stacy Ballinger

Senior Client Service Representative

Stacy Ballinger

Senior Client Service Representative

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.

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

Karleigh Minenna

Client Service Representative

Karleigh Minenna

Client Service Representative

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