The Team

Kindred Wealth

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

Mark E Woody

Mark E Woody

Private Wealth Advisor

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Designations

CFP®, CLU®, ChFC®, APMA®, CASL®

Top Areas of Focus

  • Retirement Planning Strategies
  • Social Security Retirement Benefits
  • Estate Planning Strategies

Education

B.B.A., 1989, Finance, University of Oklahoma, Norman, OK
CA Insurance #0C49684 AR License #1125576

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John B Carroll

John B Carroll

Financial Advisor

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Designations

CFP®, CLU®, ChFC®, APMA®, CRPC®

Top Areas of Focus

  • Insurance
  • Tax Planning Strategies
  • Investments

Education

Bachelor of Business Administration, 2004 at the University of Oklahoma, Norman, OK

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Link Cotham

Link Cotham

Financial Advisor

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Designations

CRPC®, APMA®

Top Areas of Focus

  • Retirement Planning Strategies
  • Insurance
  • Investments

Education

Bachelor of Science Administration, 1989 at the Northwestern Oklahoma State University, Master of Education 1991, at the University of Central Oklahoma

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Adam H Carson

Adam H Carson

Financial Advisor

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Designations

CFP®, APMA®

Top Areas of Focus

  • Investments
  • Retirement Planning Strategies
  • Tax Planning Strategies

Education

Bachelor of Business Administration, Finance - The University of Oklahoma, Norman, OK
CA Insurance #4015294

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Our Staff

Susan K. Robinson

Susan K. Robinson

Operations Director

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Qualifications

  • Susan's enjoyed a life-long career in office administration and operations, working a total of 20 years as a legal assistant and Secretary/Bailiff for a District Judge prior to her current position.

Roles & Responsibilities

  • Susan assists the financial advisors and associate financial advisors in managing and organizing office work flow and dialy business operations.
M. Scott Rogers

M. Scott Rogers

Operations Specialist

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Qualifications

  • Scott has been in the financial and administrative fields for eight years and looks foward to applying his skill sets and further growing with the team.

Roles & Responsibilities

  • Scott manages office technology projects and office software and technical issues.
  • He also reviews and responds to the Managing Directors emails and keeps him on time for his daily appointments.
  • Scott also coordinates the Managing Directors travel arrangements and prioritizes tasks and initiates the proper workflow.
John Robinson

John Robinson

Client Service Specialist

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Qualifications

  • Obtained his Bachelors in Business Administration degree from the University of Central Oklahoma

Roles & Responsibilities

  • Perform money movement transactions
  • Paperwork prep/tracking
  • Manage projects, takes care of action items, initate workflow and prioritized tasks
  • Assist Operations Director and AFA with client service issues
  • Scans and processes new client paperwork
Nancy Zehrbach

Nancy Zehrbach

Administrative Assistant

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Qualifications

  • Nancy has over ten years experience with a global technology company as an Administrative Assistant and Executive Director and later an Analyst.
  • Nancy has also worked at the University of Oklahoma in various capacities.

Roles & Responsibilities

  • Nancy assists Mark in the facilitation of his client interactions.
  • Nancy prepares meeting notes, delegates tasks and provides client summaries.