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 33 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 45 years. They have one daughter and two grandchildren. Besides enjoying time with his family, Joel enjoys playing golf. 

 

 

 

Mark Smith

Registered Representative
 
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 for 33 years, and together they have four children, and two grandchildren.  Mark is also very involved with his church and other non-profit organizations such as Discovery-Austin and a mentor program for young men at a local college.  In his leisure time he loves spending time with family and enjoys playing golf.  He is also an avid sports fan. 

 

Rick Gledhill rick@woodsfinancial.net                                    Financial Advisor, CPC, RCCTM

Rick Gledhill is a Senior Partner and Financial Advisor with Woods Financial Group.  Rick joined the team in January of 2020.  Born and raised in Michigan, Rick began his career in financial services in the mid-nineties as an Independent Advisor with American Express Financial & IDS Life.   He went on to spend the next twenty years with Morgan Stanley and Merrill Lynch in Michigan, Chicago, Ohio and Texas, serving in several roles. Rick and his family settled in Texas in 2004 where he spent the next thirteen years as a Practice Management Consultant, becoming Western US Team Leader assisting financial advisors and teams in organizing their practices to best serve their clients.

Following the global financial crisis of 2007-2008, he became increasingly interested in investor psychology and behavioral finance.  hoping to bring that insight from business level to the advisor and investor.  He strives to assist clients in gaining confidence through a collaborative process of aligning what’s most important in their lives to how they plan & manage financial goals. 

Rick is a graduate of Michigan State University where he earned a bachelor’s degree in human resources and lettered as a member of their Cross Country and Track & Field Teams.  Over his personal & professional development journey, he’s become a Certified Professional Coach (CPC), Registered Corporate Coach (RCC™), and Gallup-Certified Strengths Coach.

Rick and Tracey have been married 23 years, have two sons and live in the Dallas- Fort Worth area. Youngest son, Evan, is a freshman at Liberty Christian, plays basketball, runs track & cross country, and likes video games.  Oldest son Jordan, is a sophomore at the University of Oklahoma and a member of OU’s Cross Country and Track & Field Teams, earning First Team Academic All-Big 12 this past Fall.  They are active in their church, enjoy time together in ‘Serve the City’ and are regular volunteers at the CCA food pantry.

 
Administrative Assistant
New Business
 

Jamie has worked for Woods Financial since 2002.  Jamie provides support to the advisors and performs administrative and clerical duties in a manner that promotes a smooth and efficient office. She also assists clients with their RMD requirements.

Jamie was raised in El Reno, Oklahoma.  Jamie has two poodles, HoneyB and Sassi.  She enjoys spending time with friends, watching movies, reading and gardening

 
 
 
 
Office Manager
Administrative Assistant
 
 Denise has been with Woods Financial since 2004.  In addition to the role as Office Manager she assists Mark on an administrative level and performs several 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 and the Grandma to Ian Matthew. She is an avid sports enthusiast; just ask her about Women’s College Volleyball!  
 
 
 
 
Administrative Assistant
 
Christina has been with Woods Financial since March 2014. She primarily assists Joel on an administrative level and is our in-house IT specialist. She loves to decorate for the holidays, is an avid Disney fan. She enjoys reading, writing and spending time with family and friends
 
 
 
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 52 years.  She and Tom have three children, one daughter and twin boys.  They have six grandchildren, ages 2 to 28 and one great-grandchild.  Tish enjoys traveling, reading, cooking, gardening and spoiling all her grandchildren, her great-grandchild and grand-dogs.    
 
 

Ramona Alexander ramona@woodsfinancial.net 
Insurance Agent 


Ramona joined Woods Financial Group in July of 2019. Her background is in Insurance and a wide spectrum of employee benefits, working closely with others in a corporate environment.  Her main focus is working with individuals on annuity opportunities.

Ramona and her husband, Jay Gordon, have a blended family of three daughters, four sons, grandchildren, grand-dogs and grand-cats. Ramona enjoys gardening, reading, movies and time spent with family.