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 Wood](https://woodfinancialgroup.com/wp-content/uploads/2022/07/Wesley-Wood-1024x819.jpg)
Wesley P. Wood
President
- Phone: 615-826-5749
- Email:wes@woodfinancialgroup.com
![Rachel Biggerstaff](https://woodfinancialgroup.com/wp-content/uploads/2022/09/rachel_biggerstaff-1-1024x819.png)
Rachel Biggerstaff
Partner, Senior Wealth Advisor
- Phone: 615-826-5749
- Email:rachel@woodfinancialgroup.com
![](https://woodfinancialgroup.com/wp-content/uploads/2023/10/Wood-Financial-Headshots-9-19-23-2-1024x819.jpg)
Jacqueline Garneau
Chief Marketing Officer
![](https://woodfinancialgroup.com/wp-content/uploads/2023/11/HIGH_RES_Portrait_headshot-1_2-1024x1020.jpg)
Kevin McCann
Chief Compliance Officer
![](https://woodfinancialgroup.com/wp-content/uploads/2023/02/Spencer-Headshot-1024x819.jpg)
Spencer Ader, CFP
Senior Wealth Advisor
![](https://woodfinancialgroup.com/wp-content/uploads/2024/02/Jackson-1-1024x819.jpg)
Jackson Weeks
Senior Wealth Advisor
![](https://woodfinancialgroup.com/wp-content/uploads/2024/04/Moody-Summers-1024x819.jpg)
Moody Summers
Investment Advisor Representative
![](https://woodfinancialgroup.com/wp-content/uploads/2022/11/Wood-Financial-Nov-22-1-1024x819.jpg)
Hannah Herman
Investment Advisor Representative
![Karleigh Minenna](https://woodfinancialgroup.com/wp-content/uploads/2022/08/Karleigh-Minenna-1024x819.jpg)
Karleigh Minenna
Financial Professional
![](https://woodfinancialgroup.com/wp-content/uploads/2024/04/Wood-Financial-Headshot-4-11-24-0-of-1-1024x819.jpg)
Jake Butler
Financial Professional
![](https://woodfinancialgroup.com/wp-content/uploads/2023/12/Brittany.jpg)
Brittany Green
Client Relations Administrator
![Grace Ferguson](https://woodfinancialgroup.com/wp-content/uploads/2022/10/Grace-Ferguson-Web-Size.jpg)
Grace Ferguson
Client Relations Administrator
![](https://woodfinancialgroup.com/wp-content/uploads/2024/05/Wood-Financial0257-1024x819.jpg)
Olivia Herrick
Client Relations Administrator
![](https://woodfinancialgroup.com/wp-content/uploads/2022/07/Stacy-Ballinger-1024x819.jpg)
Stacy Ballinger
Processing Supervisor
![](https://woodfinancialgroup.com/wp-content/uploads/2022/12/Wood-Financial-Nov-22-2-scaled.jpg)
Jaclyn Stamps
Project Manager
![Robin Weir](https://woodfinancialgroup.com/wp-content/uploads/2022/07/Robin-Weir-1024x820.jpg)
Robin Weir
Event Coordinator
![](https://woodfinancialgroup.com/wp-content/uploads/2023/02/Amy-headshot-1024x819.jpg)
Amy Harris
First Impressions Manager Hendersonville Office
![](https://woodfinancialgroup.com/wp-content/uploads/2024/07/Nakita-1-of-1-1024x819.jpg)
Nakita Click
Workshop Coordinator
![](https://woodfinancialgroup.com/wp-content/uploads/2024/05/Wood-Financial0312Drew_2-1024x819.jpg)
Drew Harrison
Client Relations Administrator
![](https://woodfinancialgroup.com/wp-content/uploads/2023/06/V4A5716-Edit-1024x819.jpg)
Houston Loper
Processing Specialist
![](https://woodfinancialgroup.com/wp-content/uploads/2023/06/V4A5717-Edit-1-1024x819.jpg)
Sarah Thompson
Scheduling Coordinator
![](https://woodfinancialgroup.com/wp-content/uploads/2024/05/capt0006-1024x819.jpg)
Riley Tipton
Marketing Coordinator
![](https://woodfinancialgroup.com/wp-content/uploads/2023/02/Chloe-Elliott-300x240-1.jpg)
![](https://woodfinancialgroup.com/wp-content/uploads/2023/10/Wood-Financial-Headshots-9-19-23-1024x819.jpg)
Naomi Halsey
Office Assistant
![](https://woodfinancialgroup.com/wp-content/uploads/2023/10/Wood-Financial-Headshots-9-19-23-1024x819.jpg)
Naomi Halsey
Office Assistant
![](https://woodfinancialgroup.com/wp-content/uploads/2024/05/capt0001-1024x819.jpg)
James Farley
Client Relations Administrator
![](https://woodfinancialgroup.com/wp-content/uploads/2024/07/JD-1-of-1-1024x819.jpg)
James Jordan
Processing Specialist
![](https://woodfinancialgroup.com/wp-content/uploads/2023/10/Wood-Financial-Headshots-9-19-23-1-1024x819.jpg)
Casey Simmons
Scheduling Coordinator
![](https://woodfinancialgroup.com/wp-content/uploads/2023/06/Theresia-Headshot-1-1024x819.jpg)
Theresia Dowlen
First Impressions Manager - Franklin office
![](https://woodfinancialgroup.com/wp-content/uploads/2024/07/Michelle-1024x819.jpg)
Michelle Malchow
Office Assistant
![](https://woodfinancialgroup.com/wp-content/uploads/2022/06/da2f6d18-b12c-419c-b523-e0a2039d8e6a.jpg)
Ken Boutwell
Tax Preparer
![](https://woodfinancialgroup.com/wp-content/uploads/2022/06/da2f6d18-b12c-419c-b523-e0a2039d8e6a.jpg)
Ken Boutwell
Tax Preparer
![](https://woodfinancialgroup.com/wp-content/uploads/2022/07/Darryl-Raden-1024x819.jpg)
Darryl Raden
CPA/ Accountant
![](https://woodfinancialgroup.com/wp-content/uploads/2022/07/Darryl-Raden-1024x819.jpg)
Darryl Raden
CPA/ Accountant
![](https://woodfinancialgroup.com/wp-content/uploads/2022/11/Wood-Financial-Nov-22-8-1024x1024.jpg)
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.