The Team

Personalized advice to help you achieve your goals

I deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement® approach.

I take the time to understand what’s truly important to you. Together, we document your goals, track your progress and make ongoing recommendations to help you diversify your portfolio, and adjust to whatever life brings — both the expected and the unexpected.

With regular reviews of your goals, anytime access to your investments, and digital tools to help you stay on track, I can help you feel confident, connected and always in control of your financial life.

Our Advisors

Robert Woodend

Robert Woodend

Financial Advisor

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Top Areas of Focus

  • Wealth Preservation Strategies
  • Investment Management
  • Retirement Income Strategies

Education

Christian Brothers University Memphis, TN (B.S.) Business Administration 2010
AR License #16453347

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Our Staff

Sheri Grear

Sheri Grear

Operations Director