Our advisors

Mark E Woody

Mark E Woody

Private Wealth Advisor

Learn more about Mark E Woody
John B Carroll

John B Carroll

Financial Advisor

Learn more about John B Carroll
Link Cotham

Link Cotham

Financial Advisor

Learn more about Link Cotham

Our team

Susan K. Robinson

Susan K. Robinson

Operations Director

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
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Erika Taylor

Erika Taylor

Client Service Coordinator,

Event Planner

Qualifications

  • Erika has been in the the banking and financial brokerage industry for 19 years and joined Kindred Wealth in July 2013.

Roles & Responsibilities

  • Erika greets clients, screens calls and voicemails.
  • She delegates client service issues to appropriate team members. Manages the team calendar, calls and meetings.
  • Erika also manages the team websites, press releases, organizes client events and seminars, processes compliance advertising and event paperwork, sends client gifts and seasonal cards.
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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.
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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
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Megan Ash

Megan Ash

Client Service Specialist

Personal Intro

Megan joined the Kindred Wealth Team in 2018. She came to us from Ohio to be closer to her family.

Qualifications

  • Obtained her Bachelors of Arts and Science degree from The Ohio State University in 2009

Roles & Responsibilities

  • Manage projects, takes care of action items, initate workflow and prioritized tasks
  • Perform money movement transactions
  • Paperwork prep/tracking
  • Assist in new client onboarding process
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Nancy Zehrbach

Nancy Zehrbach

Administrative 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.
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