At Kindred Wealth, our team is united by our mission to turn financial guidance into a lasting relationship built on shared values, mutual respect, and personal connection. Serving clients in Norman, Oklahoma, Murfreesboro, Tennessee, Nashville, and their surrounding communities, we offer a collaborative, relationship-based approach to financial planning. Our advisors work together—not in silos—so you benefit from the full depth of our knowledge, experience, and care. Whether you're focused on retirement planning, investment strategies, tax-efficient wealth management, or multi-generational planning, our team is here to help you align your money with your life. We take pride in walking alongside you through every season, offering financial clarity, consistent support, and a long-term commitment to your goals.

At Kindred Wealth, you're more than a client—you’re part of a kindred community guided by trust, purpose, and a shared vision for your financial future. Let our team be your trusted partner in building a financial life that reflects what matters most. Connect with us on Facebook!

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Our advisors

Mark E Woody

CFP®, CLU®, ChFC®, APMA, CASL®, CKA®, CEPA®

Private Wealth Advisor

Chief Executive Officer of Kindred Wealth
Learn more about Mark E Woody Visit Mark E Woody's website

Jennifer Sexton

CFP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Jennifer Sexton

Adam H Carson

CFP®, APMA

Private Wealth Advisor

Chief Financial Officer of Kindred Wealth
Learn more about Adam H Carson

James Wilbanks

Ph.D., APMA

Financial Advisor

Chief Investment Officer of Kindred Wealth
Learn more about James Wilbanks Visit James Wilbanks's website

Alice Mach

CFP®, BFA, ChFC®, APMA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Alice Mach

John B Carroll

CFP®, APMA, ChFC®, CRPC, CLU®, CMFC

Financial Advisor

Learn more about John B Carroll Visit John B Carroll's website

Omar M Rosales

APMA

Financial Advisor

Learn more about Omar M Rosales

John Robinson

Associate Financial Advisor

Learn more about John Robinson

Anthony Cruse

Associate Financial Advisor

Learn more about Anthony Cruse

Leslie Askew

Associate Financial Advisor

Learn more about Leslie Askew


Our team

Misti D. Lueck, CRPC™, BFA™

Misti D. Lueck, CRPC™, BFA™

Financial Planning Analyst,

Chartered Retirement Planning Counselor™

Qualifications

  • Chartered Retirement Planning Counselor®

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Janie Bays FPQP™, CRPC™, APMA™

Janie Bays FPQP™, CRPC™, APMA™

Financial Planning Analyst,

Financial Paraplanner Qualified Professional™

Personal Intro

Meet our resident Data Chaser—a sci-fi loving, mac-n-cheese craving, animal-whispering numbers wizard. Raised on a dairy farm, she knows the meaning of hard work and care (especially when it involves pets or people). When she’s not crafting financial plans, she’s curled up with a book, working on a craft project, or enjoying life with her loyal crew: Odie, Sunny, and Sally the cat-princess.

Qualifications

  • Series 7 and 66

  • Chartered Retirement Planning Counselor™

  • Financial Paraplanner Qualified Professional™

  • Accredited Portfolio Management Advisor™

Roles & Responsibilities

  • Gathers and organizes client data for financial plans
  • Inputs key details and collaborates with advisors to finalize strategies
  • Updates and uploads completed plans to our secure client portal
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Melissa Schmidt, FPQP™, APMA™

Melissa Schmidt, FPQP™, APMA™

Financial Planning Analyst,

Financial Paraplanner Qualified Professional™

Qualifications

  • Financial Paraplanner Qualified Professional®

  • Accredited Portfolio Management AdvisorSM

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Erika Miller

Erika Miller

Client Service Specialist

Sara Ford, FPQP™

Sara Ford, FPQP™

Client Service Specialist,

Operations Specialist

Personal Intro

Our go-to Utility Department, Sara Ford jumped into finance right after college (shoutout to her first “big girl” job!) and found herself thriving in operations. She manages everything from client service to team training—all while dreaming of being a stay-at-home dog mom to Scout and Belle. Fueled by cheese fries, rom-coms, and a love of helping others, Sara keeps us all running smoothly.

Qualifications

  • FPQP® – Financial Paraplanner Qualified Professional®

Roles & Responsibilities

  • Oversees and enhances the overall client service experience
  • Supports advisory teams to ensure seamless client care
  • Trains and mentors client service staff for consistent support
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Wendy Heiser

Wendy Heiser

Client Service Specialist

Personal Intro

Meet Wendy Heiser, our office cheerleader and encourager extraordinaire. Though she once dreamed of studying genetics, she found her calling in when she started at the front desk, discovered a true passion for connecting with people, supporting clients and advisors. Powered by Pad Thai, she laughs at “What About Bob?” and unwinds with WWII or pioneer fiction.

Roles & Responsibilities

  • Delivers prompt, friendly service for every client contact
  • Manages paperwork, details, and schedules to keep plans on track
  • Partners with advisors to ensure clear follow-through and solutions
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Molly Yeager

Molly Yeager

Client Service Specialist

Personal Intro

Once a teacher and always a helper at heart, our Defender Against Anarchy joined the team after relocating to Tennessee. Whether she’s solving problems behind the scenes or keeping things running smoothly, she does it with heart, humor, and a love for King crab. When she’s off the clock, you’ll find her watching All Creatures Great & Small or revisiting The Quiet Man.

Roles & Responsibilities

  • Resolves client service issues with care and efficiency
  • Supports internal teams to ensure smooth daily operations
  • Anticipates and addresses potential disruptions before they arise
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Emily Wilbanks

Emily Wilbanks

Client Service Coordinator

Aiden Jones

Aiden Jones

Client Service Specialist

Personal Intro

Once an aspiring astronaut, now launching financial plans into orbit. After shadowing a financial advisor in high school, the passion was set. A Finance grad from the University of Oklahoma, Aiden went from intern to full-time in just a year. Favorites include Uncut Gems, The Office, Formula 1, and SpongeBob—and his attention to detail is lightyears ahead.

Roles & Responsibilities

  • Supports clients with day-to-day service and account needs
  • Assists advisors during meetings and captures key notes
  • Helps ensure smooth follow-up and next steps for client plans
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Kylee Higgins

Kylee Higgins

Client Service Specialist

Personal Intro

Meet Kylee, our “Client Care Songbird,” known for bringing warmth and harmony to every client interaction. Introduced to the team through family friends, she supports daily operations and ensures clients feel valued and cared for. A fan of Reba and Life as We Know It, she loves Alfredo pizza with spinach and time with her long‑haired Chihuahua, Waylon Brooks.

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Joseph (Joe) Messing

Joseph (Joe) Messing

Client Service Manager

Personal Intro

Meet our Cultivator of Future Prosperity. After slipping his resume under the door—literally—Joe joined the team and never looked back. He helps clients thrive by assisting in meetings, managing accounts, and keeping everything running smoothly. He’s a steak-and-cinnamon-roll guy (not together!) and secretly wanted to be a pro athlete.

Qualifications

  • SIE, Series 7, Series 63, Series 65, Life Insurance, Health Insurance

  • · Bachelor of Arts in Economics

Roles & Responsibilities

  • Supports clients with account service and ongoing needs
  • Prepares for and executes follow-up from client meetings
  • Joins client meetings to ensure smooth communication and service
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