Our Team

Financial Advisor

 

If you are looking for a financial advisor whose personal goal is to make his clients feel special, while being that trusted financial advisor they've always been looking for; then look no further.  Joel not only keeps his client's best interest at heart, but he genuinely wants them to enjoy their retirement years. Joel began his financial services business in Stephenville, TX over 29 years ago.  In 2001, he moved his firm to Fort Worth where he has successfully expanded his business to serve the needs of retirees and those planning for retirement.  Joel and his wife Cindy have been married for more than 39 years. In 2006, they became grandparents for the first time. Besides enjoying time with his family, Joel enjoys playing golf.

 

 

 

Mark Smith

Financial Advisor
 

Mark has been helping people with their investment, insurance, and estate planning needs since 1992.  He joined the team at Woods Financial in 2004, and has had the privilege of assisting hundreds of families over the years.  People like planning their financial future with Mark because of the level of integrity he demonstrates when dealing with delicate personal finance issues.  He believes his approach to fiscal health, industry knowledge and genuine desire to secure his clients' long-term goals are what sets him apart.

Mark and his wife Kimberly have been married more than 30 years, and together they have four children, and one granddaughter.  Mark is also very involved with his church and other non-profit organizations such as Discovery-Austin.  In his leisure time he loves spending time with family and enjoys playing golf.  He is also an avid sports fan.

 

 

Administrative Assistant
New Business
 
Jamie has worked for Woods Financial since 2002.  Jamie provides support to the advisors and processes new business.  She performs administrative and clerical duties in a manner that promotes a smooth and efficient office.
 
Jamie was raised in El Reno, Oklahoma.  Jamie and her husband Jason of 26 years have two poodles, HoneyB and Sassi.  She enjoys spending time with friends, watching movies and gardening.
 
 
 
 
Office Manager
Administrative Assistant
 
Denise has been with Woods Financial for 10 years.  In addition to the role as Office Manager she is our RBC and Compliance liaison. She also assists Mark and Deborah on an administrative level and performs a number of behind-the-scene tasks.
 
Having been raised in an Air Force family, Denise has traveled the world.  She is the proud mother of 3 adult children, twin boys and a lovely daughter, as well as the grandmother of an awesome baby boy! She's an avid sports enthusiast; just ask her about girl's college Volleyball! 
 
 
 
Administrative Assistant
 
Christina has been with Woods Financial since March 2014. She is our receptionist, helps the office with daily tasks, and is currently assisting with a new feature that allows our clients to have a personalized secure website where they can actively view their accounts performance daily. Christina enjoys reading, writing, and playing with her Miniature Schnauzer Zoey during her free time. 
 
 
 
Tish Berry
Administrative Assistant
Public Relations Specialist
 
Martisha (Tish) Berry has been in human resources for 30 years and worked for an investment advisor for the past 14 years. She joined the team at Woods Financial Group in February 2014.  She performs administrative duties necessary to support our clients in Oklahoma.  We at Woods Financial Group consider Tish to be an asset to our team.
 
Tish was born and raised in Oklahoma.  Tish has been married to her husband Tom for 48 years.  She and Tom have three children, one daughter and twin boys.  They have six grandchildren, ages 7 to 24.  Tish enjoys traveling, reading, cooking, gardening and spoiling all her grandchildren and grand-dogs.