Our advisors

Mark E Woody

Mark E Woody

Private Wealth Advisor

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

John B Carroll

Financial Advisor

Learn more about John B Carroll Visit John B Carroll's website
Adam H Carson

Adam H Carson

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Adam H Carson

Our team

Susan K. Robinson

Susan K. Robinson

Client Relationship Manager

Personal Intro

I've enjoyed having the opportunity to fill many different roles over the last 15+ years I've worked with the Kindred Wealth Team.

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 daily business operations
View more

Lori Gamel

Paraplanner

John Robinson

John Robinson

Client Service Specialist

Qualifications

  • Obtained his Bachelors in Business Administration 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 issue resolutions
  • Scans and processes new client paperwork
View more
M. Scott Rogers

M. Scott Rogers

Operations Specialist

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 Managining 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.
View more
Nancy Zehrbach

Nancy Zehrbach

Executive Assistant

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 also prepares meeting notes, delegates tasks and provides client summaries.
View more