Woody has served his clients’ wealth management needs for many years. He has personally managed assets for individuals and families, trusts, employer sponsored retirement plans and non-profit organizations. The focus area of his practice is providing a broad range of comprehensive wealth management strategies for affluent families.  Woody is passionate about partnering with his clients and bringing thoughtfully designed solutions to their unique wealth stewardship needs and goals.

Woody prioritizes his own continuing education in his chosen field. He has earned the Certified Private Wealth Advisor designation under the joint auspices of The Yale School of Management and the Investments and Wealth Institute (IWI).

His diverse and unique industry background, ranging from working with a Global Wealth Management Firm to founding a boutique Independent Wealth Management Firm, has better equipped him to become a true financial life partner to his clients.

When not in the Birmingham office, Woody enjoys traveling and spending time with his wife and son – preferably on the water or in the mountains. He is also an avid outdoorsman. Woody is passionate about making a difference in the world, is an active member of his church and engages in philanthropic work through several charities.

Professional Certifications

• Certified Private Wealth Advisor^® (CPWA^®) professional
• Certified Financial Planner^™certification
• Chartered Retirement Planning Counselor℠
• FINRA Series 7, 31 and 66 licenses
• State life, health and Long-Term Care insurance licenses

Education

• Yale School of Management Executive Education
• The University of Mississippi, Bachelor of Business Administration degrees in Managerial Finance and Real Estate Finance