Financial planning that goes farther

Everyone has a financial destination – the place they’d like to end up, the rewards they hope to enjoy, the people they want to share it all with. Our goal as financial professionals is to work with you to define that ideal for yourself and then help you move confidently and strategically toward it.


Kelly Wood

President, Wood Financial Group Financial Advisor, RJFS

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Eric Tarver

Financial Associate

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Jennifer Weitz

Director of Operations

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TJ Falconer

Client Associate

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