Team

We are an independent company backed by a strong organization. 

Jeff Woodard

MBA

(865) 247-7940

[email protected]

Jeff chose to start his career in the financial area in 2017 after years of working in the corporate world, and in entrepreneurial endeavors. His desire to advise friends, family, as well as their friends and family, without the restriction of a 9-to-5 workday, solidified his decision. A results-oriented and innovative individual, Jeff is passionate about helping his Clients cut through the confusion in the financial arena. Known for his breadth of real-world knowledge and pragmatic—yet relaxed—approach, Jeff brings decades of multinational business experience to his practice. His goal is to take a comprehensive, well-rounded approach that is simple to understand and effective.

Jeff lives in Salem, SC, with his wife, Lori, and their son, Ian. Outside of work, Jeff enjoys spending time with his family and friends on the lake and in the mountains, traveling, doing yoga, and volunteering locally.