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181 East Main Street, Suite 7 Hendersonville, TN
545 N. Mt. Juliet Road, Mt. Juliet, TN

615-826-5749

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Our Team

Experience and Skill

When you choose our firm you benefit from obtaining comprehensive advice from a team of highly qualified professionals - individuals with past experience in addressing your particular needs and a passion and drive for your future success.
 

As founding president of Wood Financial Group, LLC, Wes Wood spearheads investment analysis and strategic counsel for a client base that includes individuals, families, and small business owners throughout the mid-state area. Wes and...

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Danny Prestage, CFP, JD

Vice President / Certified Financial Planner

615-826-5749

Danny Prestage, along with his wife Jessi and their three children, made Tennessee home in 2009. A graduate of the University of Mississippi and the University of Mississippi School of Law, Prestage had been practicing law in...

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Born and raised in Nashville, Rachel moved to Hendersonville with her family in 2000 after having attended Middle Tennessee State University. With a twenty year background in marketing, Rachel brings a unique perspective and passion to...

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Allison comes to the Wood Financial Group team with an extensive background in customer service. Her broad experience ranges from Recruiting and Human Resources to Cosmetology! She has a genuine care and concern for our clients....

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Floyd Burkes

CPA/Accountant

615-826-5749

One of the newest members of the Wood Financial Group team, Floyd 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 with over...

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Kathy Moore

Tax Preparer

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Kathy has been part of the Wood Financial Group tax preparation team for five years now. With over 20 years of business experience, two Associates degrees and a Bachelor’s degree, Kathy continues to further her education. She is...

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Ken Boutwell

Tax Preparer

615-826-5749

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...

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Jan Mandt

Tax Assistant

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The newest member of our team, Jan joined Wood Financial Group to assist in our Mt. Juliet office during our busy tax season. Jan brings a wealth of knowledge to her role after having spent her entire working career in the financial...

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A native of Sumner County, Stacy is the newest member of the Wood Financial Group team. She currently resides in Hendersonville along with her husband of 25 years and two college-aged children (when they're not away at school). Stacy...

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After a very hectic fifteen year career in the healthcare field, Darlene wanted a change of scenery – a career that focused more on client relations and with a company dedicated to providing the very best customer service –...

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Having worked for a large, financial firm in Nashville prior to joining Wood Financial Group, Jennifer brought with her an extensive background in the financial services field and client relations. And, as the firm’s first...

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