Chris Woods, CFP®
Chris is a CERTIFIED FINANCIAL PLANNER professional. He is our lead advisor as well as our educator. He leads all of our retirement planning education seminars because he truly loves educating people about critical topics in retirement planning. Chris has a Bachelor of Science in Managerial Economics from Central Washington University. He has over 20 years in the field of personal finance and has spent the last 9 years focusing on insurance and retirement planning. Chris can usually be found outside with his wife and 3 young children, although when he can sneak away, you might find him fly fishing. Make sure you ask him about Alaska!
Robert Hayes, EA
With over 30 years of advising and accounting experience, Bob is proud to hold the Enrolled Agent Certification—the highest credential awarded by the IRS to accountants. Being a small business owner himself, Bob has spent his entire career working with individuals and businesses, ensuring they are in the best possible tax position while providing insight and strategies to grow their wealth. Outside the office, Bob has a passion for his wife, Daniele, their 12 grandchildren, and their three horses. His best days are when he can combine all three. Also, make sure you ask him about white water rafting.
Bernice Barth
Bernice is your customer service associate. She is currently studying Finance at Western Carolina University. Bernice has over a decade of experience in customer service and strives to deliver a amazing customer experience. She is a dedicated wife and mother of two amazing boys. She enjoys spending time with her family, and you can often find her on hikes, traveling to new destinations, or enjoying cozy movie nights at home.
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