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®, APMA®, 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®, CFA®, APMA®, ChFC®, CRPC™, CLU®, CMFC™

Financial Advisor

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

Omar M Rosales

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 Visit Joseph Messing's website
Advisor photo for Aiden Jones

Aiden Jones

Associate Financial Advisor

Learn more about Aiden Jones Visit Aiden Jones's website


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™

  • 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 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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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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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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Zoe Vainshtein

Zoe Vainshtein

Executive Assistant

Roles & Responsibilities

  • Own calendar and schedule management by coordinating all business and personal appointments, preparing daily briefings, and ensuring smooth transitions throughout the day.
  • Coordinate client meetings using the firm’s service model and CRM, including setup, confirmations, and prompt rescheduling when needed.
  • Manage communication flow by triaging emails, calls, and staff requests, while maintaining confidentiality and prioritizing key information.
  • Support task and workflow management by tracking assignments, following up on outstanding items, and ensuring clear delegation from meetings.
  • Provide high-level administrative support including maintaining the CEO’s workspace, tracking licenses and continuing education, and assisting with special projects.
  • Facilitate meetings and travel logistics by setting up virtual calls, arranging travel, and helping ensure each day runs efficiently and effectively.
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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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