Team profile

Envision your retirement

No two retirements look the same. What will yours be like? The Ameriprise® Retirement Profiles quiz can help you identify the lifestyle that may bring you fulfillment in retirement. Just answer a few simple either/or questions to discover if you’re an Explorer, Nurturer, Creator, Connector or Doer.

Areas of focus

  • Investments
  • Charitable Giving
  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Social Security Retirement Benefits
  • Tax Planning Strategies
  • Intergenerational Planning
  • Insurance

Awards & recognition

  • Kindred Wealth, Forbes Best-in-State Wealth Management Teams, 2023 - 2025
  • Mark E Woody, Forbes Best-in-State Wealth Advisors, 2018-2025
  • Jennifer Sexton, Forbes Top Women Wealth Advisors, 2022-2024
  • Mark E Woody, Ameriprise Circle of Success Hall of Fame, 2023
  • Mark E Woody, Ameriprise Circle of Success, 2009-2022, 2024
  • Mark E Woody, Ameriprise Circle of Success Diamond Ring, 2010
  • Kindred Wealth, Ameriprise Client Experience Award, 2020, 2023, 2024

Community participation

We believe in more than just financial guidance—we believe in giving back to our communities. From Norman, Oklahoma to Nashville and Murfreesboro, Tennessee, our team is proud to support the communities we serve through local events, charitable initiatives, and hands-on involvement. Whether it’s sponsoring youth programs, volunteering at local nonprofits, or showing up for community causes, we’re committed to making a meaningful impact where our clients live and work. Because to us, community isn’t just a place—it’s a priority. Would you like to get involved?

Our photos

3 albums
close