Blend Wealth

He helps you WIN in your finances. Tim Woodward is a CERTIFIED FINANCIAL PLANNER™ (CFP®), Certified Kingdom Advisor (CKA®) and a number-cruncher to the core. He joined the industry after a successful “first” career in engineering at Ford Motor Company and Toyota Industries. He fell in love with personal finance during his MBA coursework at the University of Michigan. The transition to the wealth management industry appealed to him because he could crunch numbers and solve analytical challenges for people instead of parts. Tim’s dedication to his clients and ability to deliver results was quickly noticed as he became Partner of another wealth management firm in just 3 years that served 150 households and managed over $250 million in assets! Tim’s commitment to putting his clients' interests first has been the cornerstone of his success. He firmly believes that everyone is on their own financial journey, and he is dedicated to helping them navigate the complexities of their finances to reach their goals. He is passionate about analyzing numbers and translating the data into simple, plain English so that clients can confidently make decisions. After a decade of serving clients, Tim felt called to launch his own firm alongside his wife, Alexis, where they could provide a more high-touch, full-service offering to families and business owners. They knew there was a major need from business owners looking for help understanding their finances and growing a profitable business. And no other wealth management firm was helping business owners to this extent while also prioritizing customer service. With the help of their incredible team, they are now able to offer business advisory services that are designed to help business owners increase their profit and cash flow. Together, Tim and Alexis have built a virtual family office that provides personal advisory and business advisory services to clients virtually all over the country. Tim loves spending quality time with Alexis and their sons Conner and Christian, serving in his church, CrossFit, and being outdoors. Ready to take control of your finances? Contact Tim at tim@blendwealth.com or visit www.blendwealth.com to schedule a Right Fit meeting.

James Miller is a CFP® with 13 years of industry experience, currently serving as an advisor at Blend Wealth since 2025. His prior experience includes roles at Osaic Wealth, Inc. for seven years and Signator Investors, Inc. for four years. Blend Wealth provides advisory services to individual clients, business owners, and employer retirement plans, focusing on investment management, financial planning, and retirement plan consulting. The firm employs a goals-based, allocation-driven investment approach emphasizing passive strategies and integrates affiliated tax and accounting services to support comprehensive wealth management.

Alexis Woodward is a CFP® professional with five years of industry experience, currently serving at Blend Wealth. Prior to joining Blend Wealth Advisors LLC, Alexis worked at Market Street Wealth Management Advisors LLC and held positions at Cook Medical and Valeo Financial Advisors LLC. Alexis is also the Co-Founder and CEO of Blend Wealth Accounting LLC, an accounting firm providing tax planning and preparation services. Blend Wealth provides advisory services to individual clients, business owners, and employer retirement plans, emphasizing a goals-based, allocation-driven investment approach focused on passive strategies and Modern Portfolio Theory. The firm integrates investment management with tax, accounting, and financial planning services through an affiliated accounting practice.

David Karem is a Series 65-licensed advisor with Blend Wealth in Indianapolis, IN, and has one year of industry experience. Prior to joining Blend Wealth Advisors LLC, he worked at Legato Financial Group, Inc. and Dean Dorton Allen Ford, PLLC. He is also a Senior Tax Accountant at Blend Wealth Accounting LLC, an affiliated accounting firm providing tax and accounting services. Blend Wealth serves individual clients, business owners, and employer retirement plans through investment management, financial planning, and retirement consulting. The firm employs a goals-based, allocation-driven approach focused on passive strategies and integrates tax and accounting services via its affiliated accounting practice.