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545 N. Mt. Juliet Road, Mt. Juliet, TN


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Kathy Moore

Kathy Moore

Tax Preparer

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 on track to graduate with a Master’s of Financial Management at the end of April and an MBA from the Keller Graduate School of Management at the end of June.


A native of Nashville, Kathy’s career took her to Cincinnati, Alabama, South Carolina and New York before bringing her back to the area where she settled in Lebanon. She has two children and two grandchildren.

Kathy is not associated with WFG Investments, Inc. or WFG Advisors, LP.