Wes Wood

Episode 91: Tax Prepping at Wood Financial Group

Sep 22, 2023

On this week’s episode of the Retire Y’all Podcast, Adam chats with the innovative financial firm owner, Wes Wood. Tune in to learn about Wes’ unique offerings at his vastly successful firm, Wood Financial Group.

Here are just a handful of the things that we'll discuss:

  • How Wes’ firm, Wood Financial Group, came to be
  • Wes’ transition into working with Advisors Excel
  • Why it’s so great to have a tax service at a financial firm
  • Adapting to growth within both their companies and taking on bigger roles



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