Based in Norman, Oklahoma, with offices in Murfreesboro and Nashville, Tennessee, Kindred Wealth is a team of financial advisors serving clients nationwide. Our structure brings together diverse experience across financial planning, investment strategy, and long-term wealth considerations. Rather than working independently, our advisors collaborate to provide coordinated insight across multiple areas of planning. This team-based approach supports more consistent conversations and helps bring clarity to complex financial decisions over time.

Why work with a team of financial advisors?
A team-based approach provides access to multiple perspectives across financial planning, investment strategy, and long-term wealth considerations, helping create more consistent and coordinated decision-making.

What does a financial advisory team do?
A financial advisory team collaborates across different areas of planning to support investment decisions, retirement considerations, and evolving financial priorities over time.

How does Kindred Wealth support complex financial decisions?

By working collaboratively, our team helps organize and evaluate different aspects of a financial situation, bringing structure and clarity to more complex planning needs.
Connect with us on Facebook to see the people behind the team, as we share moments from life outside the office and everyday experiences.

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Team photo for Kindred Wealth
Team photo for Kindred Wealth

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Our advisors

Advisor photo for Mark E Woody

Mark E Woody

CFP®, CLU®, ChFC®, CASL®, CKA®, CEPA®

Private Wealth Advisor

Chief Executive Officer of Kindred Wealth
Learn more about Mark E Woody
Advisor photo for Jennifer Sexton

Jennifer Sexton

CFP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER® professional
Learn more about Jennifer Sexton
Advisor photo for Adam H Carson

Adam H Carson

CFP®, APMA®

Private Wealth Advisor

Chief Financial Officer of Kindred Wealth
Learn more about Adam H Carson
Advisor photo for James Wilbanks

James Wilbanks

Ph.D., APMA®

Financial Advisor

Chief Investment Officer of Kindred Wealth
Learn more about James Wilbanks
Advisor photo for Alice Mach

Alice Mach

CFP®, BFA, ChFC®, APMA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER® professional
Learn more about Alice Mach
Advisor photo for John B Carroll

John B Carroll

CFP®, APMA®, ChFC®, CRPC, CLU®, CMFC

Financial Advisor

Learn more about John B Carroll
Advisor photo for Omar M Rosales

Omar M Rosales

CFP®, APMA®

Financial Advisor

Learn more about Omar M Rosales
Advisor photo for Leslie Askew

Leslie Askew

APMA®

Financial Advisor

Learn more about Leslie Askew
Advisor photo for John Robinson

John Robinson

Associate Financial Advisor

Learn more about John Robinson
Advisor photo for Anthony Cruse

Anthony Cruse

APMA®

Associate Financial Advisor

Learn more about Anthony Cruse
Advisor photo for Joseph Messing

Joseph Messing

Associate Financial Advisor

Learn more about Joseph Messing
Advisor photo for Aiden Jones

Aiden Jones

Associate Financial Advisor

Learn more about Aiden Jones


Our team

Misti D. Lueck, CRPC™, BFA™

Misti D. Lueck, CRPC™, BFA™

Financial Planning Analyst,

Chartered Retirement Planning Counselor™
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™

  • 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 Raiford, FPQP™, APMA™

Melissa Raiford, FPQP™, APMA™

Financial Planning Analyst,

Financial Paraplanner Qualified Professional™

Qualifications

  • Financial Paraplanner Qualified Professional®

  • Accredited Portfolio Management AdvisorSM

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Sara Ford, FPQP™

Sara Ford, FPQP™

Operations Manager

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.

Roles & Responsibilities

  • Drives firm-wide improvements to elevate the client experience
  • Optimizes workflows to ensure efficient and timely client support
  • Trains and mentors client service staff for consistent support
  • Leads and develops service teams to deliver consistent client care
  • Monitors processes to maintain accuracy, compliance, and reliability
  • Supports planning and advisory operations for seamless client outcomes
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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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Erika Miller

Erika Miller

Client Service Specialist

Personal Intro

With 12+ years at Ameriprise, Erika Miller ensures seamless daily operations for Adam’s Teams while delivering exceptional client service. She excels at resolving issues quickly, anticipating challenges, and managing scheduling with precision. Known for her friendly, solution-oriented approach, Erika creates positive client experiences. She cherishes time with her husband, father, two grandkids, son, and daughter-in-law.

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Emily Wilbanks

Emily Wilbanks

Client Service Coordinator

Misty Brehmer

Misty Brehmer

Client Service Specialist

Personal Intro

After relocating from Minneapolis to Oklahoma, she was grateful to remain within the Ameriprise umbrella and join a wonderful team. Known as the “Extroverted Desk Clerk,” she keeps things organized and upbeat. A former aspiring actor, dancer, and paleontologist, she enjoys The Count of Monte Cristo, tofu mixed green salad, The Great British Bake Off, and time with her four cats and one dog.

Roles & Responsibilities

  • Create a welcoming client experience by greeting visitors warmly, answering calls professionally, and serving as the first point of contact for all in-person and phone interactions.
  • Enhance client relationships by actively listening, remembering personal details, and supporting a personalized, thoughtful service approach.
  • Support advisors and team members with scheduling, meeting prep, client form processing, and follow-through on administrative tasks.
  • Ensure office efficiency by managing supplies, coordinating mail and deliveries, and keeping workspaces organized and compliant.
  • Maintain accurate client records and assist with data entry, CRM updates, and Ameriprise documentation to ensure seamless service and compliance.
  • Contribute to a positive team culture by helping with events, internal communication, and collaborative projects that support the overall success of the firm.
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