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.

Email:jacqueline@woodfinancialgroup.com

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.

Email:spencer@woodfinancialgroup.com

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.

Email:jackson@woodfinancialgroup.com

Hannah Herman, CFP®

Investment Advisor Representative

Hannah Herman, CFP®

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.

Email:hannah@woodfinancialgroup.com

Moody Summers

Investment Advisor Representative

Moody Summers

Investment Advisor 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.

Email:moody@woodfinanciagroup.com

Jake Butler

Investment Advisor Representative

Jake Butler

Investment Advisor Representative

Jake Butler, a Hendersonville native with deep familial ties to the area, is thrilled to join the Wood Financial team. Graduating from Western Kentucky University, Jake brings both expertise and enthusiasm to his role. When not immersed in financial matters, he enjoys golfing, hitting the gym, or cheering on his beloved Tennessee Vols and Titans. A lover of music and quality downtime, Jake finds joy in binge-watching TV shows, savoring good food, and diving into captivating books. With his passion for sports, music, and leisure, Jake is excited to contribute his talents to Wood Financial's success, bringing a vibrant spirit and dedication to his work.

Email:jake@woodfinancialgroup.com

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.

Email:grace@woodfinancialgroup.com

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!

Email:Brittany@woodfinancialgroup.com

Olivia Herrick

Client Relations Administrator

Olivia Herrick

Client Relations Administrator

Meet Olivia, our Client Relations Administrator from Milwaukee, Wisconsin, boasting years of experience in client service. When she's not diligently tending to our clients' needs, Olivia is a devoted dog mom to her 100-pound German Shepherd/Rottweiler mix, exploring the outdoors together. Her passion for travel fuels her adventurous spirit, taking her on journeys far and wide, while her knack for graphic design allows her to express her creativity with flair.

Email:olivia@woodfinancialgroup.com

James Farley

Client Relations Administrator

James Farley

Client Relations Administrator

James is Nashville native and proud graduate of Mississippi State University. James is passionate about helping people navigate their financial journeys, finding immense joy in seeing his clients reach their financial goals. He takes great pride in making challenging financial situations feel less daunting and more manageable for everyone he assists. When he's not at work, you can find James enjoying a round of golf or spending quality time with his wonderful wife, Grace, whom he's been happily married to for nearly two years.

Email:jamesfarley@woodfinancialgroup.com

Stacy Ballinger

Processing Supervisor

Stacy Ballinger

Processing Supervisor

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.

Email:stacy@woodfinancialgroup.com

Robin Weir

Event Coordinator

Robin Weir

Event 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.

Email:robin@woodfinancialgroup.com

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.

Email:amy@woodfinancialgroup.com

Naomi Halsey

Office Assistant

Naomi Halsey

Office Assistant

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.

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.

Drew Harrison

Client Relations Administrator

Drew Harrison

Client Relations Administrator

Drew Harrison is a seasoned financial professional with several years of experience in the industry. A proud alumnus of the University of Mississippi, Drew has leveraged his education to build a successful career in finance, helping clients achieve their financial goals with precision and integrity. Beyond his professional life, Drew is an avid outdoor enthusiast. He enjoys hiking and exercising, activities that keep him connected to nature and maintain his physical well-being. On weekends, you can often find him cheering for his favorite football teams, showcasing his passion for the sport. Drew is also a dedicated dog dad to his Labrador Retriever, Sam.

Email:andrew@woodfinancialgroup.com

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.

Email:houston@woodfinancialgroup.com

Sarah Thompson

Scheduling Coordinator

Sarah Thompson

Scheduling 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!

Email:sarah@woodfinancialgroup.com

Riley Tipton

Marketing Coordinator

Riley Tipton

Marketing Coordinator

Riley serves as our Marketing Coordinator and is passionate about marketing for its blend of creativity and data-driven insights. She thrives in seeing innovative ideas come to life and the outcomes of those ideas having a positive impact on the world around her. She is also passionate about continuous learning. Riley graduated from the University of Kentucky and entered this field to help individuals in achieving their goals. In her free time, she finds joy in writing and playing soccer.

Email:riley@woodfinancialgroup.com

Chloe Elliott

Executive Personal Assistant

Chloe Elliott

Executive Personal Assistant

Email:chloe@woodfinancialgroup.com

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

Jaclyn Stamps

Project Manager

Jaclyn Stamps

Project Manager

Introducing Jaclyn, our adept project manager, equipped with a Sales and Marketing background from Western Kentucky University. As a Hendersonville native and devoted dog mom, she infuses her work with a grounded sensibility. Beyond the office, Jaclyn finds joy in leisurely pursuits like pickleball matches with friends, kayaking adventures, and immersing herself in the music scene of Nashville. With Jaclyn leading the way, our projects are guided by both capability and compassion.

Email:jaclyn@woodfinancialgroup.com

James Jordan

Processing Specialist

James Jordan

Processing Specialist

James serves as our Processing Specialist. He initially joined us as an intern, and his impressive problem-solving skills and dedication quickly earned him a permanent spot. James is a proud graduate of the University of Tennessee at Knoxville where his passion for finance and numbers flourished. When he's not working, you’ll find James cheering on the Tennessee Vols in any sport they are competing in.

Email:jamesjordan@woodfinancialgroup.com

Casey Simmons

Scheduling Coordinator

Casey Simmons

Scheduling Coordinator

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.

Email:casey@woodfinancailgroup.com

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.

Email:theresia@woodfinancialgroup.com

Michelle Malchow

Office Assistant

Michelle Malchow

Office Assistant

Michelle serves as our Office Assistant and is known for her exceptional organization skills and her ability to create a welcoming atmosphere in our office. After over 20 years as a stay-at-home mom, where she expertly balanced family, home life, and various responsibilities, Michelle has honed remarkable efficiency. Her role is a perfect fit for her, as she thrives in an environment filled with like-minded individuals who share her passion for helping others and improving lives daily. Outside of work, Michelle enjoys the art of creating beautiful charcuterie boards and crafting delightful cocktails, showcasing her creativity and flair for hospitality.

Email:michelle@woodfinancialgroup.com

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.

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

Hannah Herman, CFP®

Moody Summers

Jake Butler

Grace Ferguson

Brittany Green

Olivia Herrick

James Farley

Stacy Ballinger

Robin Weir

Amy Harris

Naomi Halsey

Darryl Raden

Drew Harrison

Houston Loper

Sarah Thompson

Riley Tipton

Chloe Elliott

Ken Boutwell

Jaclyn Stamps

James Jordan

Casey Simmons

Theresia Dowlen

Michelle Malchow

Woody

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