BACKGROUND:

Kindred Wealth is a financial advisory practice originally founded in 1990. The business has grown substantially over the years to its current team of seven financial advisors and nine staff members.

We believe in the power of our team working together alongside our clients. Our advice and investment approach is regularly vetted by the team to build and deliver the best possible service and outcomes for our clients. Our team of eight investment professionals includes 3 CFPs, 3 CLUs, 2 ChFCs, 4 APMAs, a CFA and a Ph.D., and over 100 years of investment experience.

The Kindred Wealth service model is built around providing ongoing advice. We do our best work in a trusted relationship with clients. We work collaboratively with clients on a broad array of complicated facets of their financial lives.

MISSION:

Our team is committed to you and your financial well-being. A relationship with us provides you with ongoing advice to bring order to your financial decisions so that your money serves your life. Whatever your needs, however long the journey, we’re with you.

VISION:

Kindred Wealth is a prestigious, full-service financial planning and wealth management financial practice that looks to fulfill the financial needs of our clients now and for generations to come.


Our advisors

John B Carroll

John B Carroll

CFA®, CFP®, ChFC®, CLU®

Financial Advisor

Learn more about John B Carroll
Adam H Carson

Adam H Carson

CFP®, APMA®

Private Wealth Advisor

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

Link Cotham

CRPC®, APMA®

Financial Advisor

Learn more about Link Cotham
Omar M Rosales

Omar M Rosales

Associate Financial Advisor

Learn more about Omar M Rosales
Cayla Taylor

Cayla Taylor

CLTC®

Associate Financial Advisor

Learn more about Cayla Taylor
James Wilbanks

James Wilbanks

Ph.D.

Financial Advisor

Chief Investment Officer of Kindred Wealth
Learn more about James Wilbanks
Mark E Woody

Mark E Woody

CFP®, CLU®, ChFC®, APMA®, CASL®

Private Wealth Advisor

Chief Executive Officer of Kindred Wealth
Learn more about Mark E Woody

Our team

Janie Bays

Paraplanner

Penny Kerley

Client Service Coordinator

Alice Mach

Paraplanner

John Robinson

John Robinson

Client Service Manager

Susan K. Robinson

Susan K. Robinson

Financial Planning Assistant

M. Scott Rogers

M. Scott Rogers

Operations Manager

Melissa Schmidt

Melissa Schmidt

Client Service Specialist

Katherine Sumner

Intern

Nancy Zehrbach

Nancy Zehrbach

Executive Assistant