As a sixth generation Idahoan, I tend to do things a little differently. We take a neighborhood approach to retirement planning. We don’t win golf tournaments, disdain fancy charts and don’t use intimidating investment terms. We like to keep things simple, tend to listen more than we talk, emphasize communication and provide honest, straight forward answers. We think it is important to plan for your financial needs, invest long term and be mindful of investment fees.
Our typical clients are baby boomers working hard to retire in the next couple years and many are women. They enjoy our wholistic approach to coordinating investments, tax planning and estate planning. We also believe in education about our markets, investing and importance of financial planning.
I have a Bachelor’s Degree from the University of Idaho, and am an Accredited Asset Management Specialist.
We emphasize long term investing to make sure you sleep well, regardless of market behavior. We make investment recommendations based on your unique needs, while emphasizing:
- Regular communication
- Financial planning
- Full disclosure of costs
Kelly is very involved in his community and serves on the YMCA Strong Kids Board, Women’s Shelter and Ada County Animal shelter. When not working, he enjoys skiing, tennis and the greenbelt. Kelly and Cathy Jo, have a blended family including four children, Amy, Ryan, Christopher, Johnny “Rocket” and our beloved long haired Dachshund Jessie.
Jennifer is a Treasure Valley native. She began her career as a Financial Associate with AG Edwards & Sons in 2004. She joined Raymond James in 2009, and became part of the Wood Financial Group in 2013. Jennifer works closely with Kelly to address client’s needs, and is the primary point of contact for client account questions or concerns.
Jennifer coaches the local 'Ghostbusters' floor hockey team for the Special Olympics of Southwest Idaho.
In her spare time Jennifer enjoys a round of golf, a game of tennis, hitting the slopes and hiking in the Boise foothills.
Julie joined Wood Financial Group in 2014. She serves an integral role on our client service team. Julie is likely to be the person you first meet or speak with when contacting our office.
In her spare time, Julie enjoys making counted cross stitch items, bicycling with her husband, Russ, on their tandem, and volunteering with Habitat for Humanity and the Idaho Shakespeare Festival.
About Raymond James
In 1962, Bob James set out to build a different kind of financial services firm – one that put people, planning and principles first. And now, more than 50 years later, Bob's different kind of firm is one of the leading independent financial services companies in the United States.
Raymond James has grown to become a well-respected, widely recognized multinational firm with distinct business units that serve a variety of clients, from individuals and small business owners to municipalities and major corporations.
October 19, 1987: Black Monday. While other firms closed their trading desks to minimize internal losses, Raymond James kept its desks open to meet clients’ needs. Because of Raymond James’ agency-based business model and commitment to client service, this was our first, last and only unprofitable quarter since the firm went public.
We can be sure the markets will change over the next 25 years, and that our industry and firm will continue to evolve. What won’t change is our commitment to the values that have driven our success.
Hear what Tom James, our executive chairman, had to say about the accomplishment of 100 consecutive quarters of profitability achieved in early 2013.1
By the numbers*
- Over 6,200 financial advisors
- More than 2.5 million client accounts
- Over 2,500 locations throughout the United States, Canada and overseas
- Approximately $475 billion in total client assets
It’s been our privilege for more than 50 years to support the goals of our clients and to give back to the communities in which we live and work – and we look forward to continuing to do so for many, many years to come. To take a “scroll” down memory lane, explore our history at RAYMONDJAMES.COM.
*As of 9/30/2014
1Past performance is not indicative of future results. The information provided is for informational purposes only and is not a solicitation to buy or sell Raymond James Financial stock.