Meet The Team
The team behind Woods Financial is made up of qualified financial professionals who are passionate about helping individuals and families achieve their ideal retirements.
After 25 years in the corporate financial world, Bob started his own financial services firm in 2004. Since establishing Woods Financial, he has helped individuals feel more confident in their retirement income plans through the use of customized strategies designed to provide income for life as well as capital preservation.
Bob holds life and annuity insurance licenses in Virginia, North Carolina, California, Florida, Georgia, Nevada and Hawaii. He is immensely proud of the independence that comes with owning his own business and celebrates the opportunity to share this with his family.
Bob spends much of his free time on his boat with his kids and grandkids. He muses often about teaching his children to “fish” both on and off land.
Ian joined his father at Woods Financial in 2005. Grateful to have the opportunity, he has been working side by side with Bob for over 10 years, not only learning the business, but also bringing a fresh perspective to the table.
Ian holds a Series 65 and offers investment advisory services through AE Wealth Management, LLC. He is also licensed to sell life insurance and annuity products in Virginia. Together, Bob and Ian bring a full-service experience to their clients.
Midge is co-founder of Woods Financial, where she serves as our CFO and marketing director. She is responsible for client outreach, advertising and new client acquisition.
Midge is an active member of the Chesapeake Rotary Club and The Women’s Division of the Hampton Roads Chamber of Commerce Chesapeake, having served in several board positions, including president. Her enjoyment that comes from working with her family and in her community is paralleled only by time spent with her ten grandchildren.
Lacy serves as our director of operations and client relations specialist. She is in charge of our daily operations, coordinating client data and communication to ensure a smooth and stress-free process. She is also the familiar face when you walk in the door and the pleasant voice you hear when you call. She is here to make sure that your service experience with our firm is exceptional.
Lacy is currently pursuing her M.F.A. at Old Dominion University.
Ready to Take The Next Step?
For more information about any of the products and services listed here, schedule a meeting today or register to attend a seminar.