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 [email protected] or visit www.blendwealth.com to schedule a Right Fit meeting.

James Miller is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Blend Wealth since 2025. His prior experience includes roles at OSAIC and Signator Investors, Inc. Blend Wealth serves individual and family clients, including high-net-worth and business-owner households, as well as employer-sponsored retirement plans. The firm employs a passive, Modern Portfolio Theory–based investment approach and provides integrated wealth management, family office services, and retirement plan consulting.

Alexis Woodward is a CFP® professional with five years of industry experience, currently serving at Blend Wealth in Indianapolis, IN. Prior to joining Blend Wealth, Alexis worked at Market Street Wealth Management Advisors LLC for four years. She is also the co-founder and CEO of Blend Wealth Accounting LLC, an accounting firm offering tax planning, preparation, and related services. Blend Wealth provides fee-only investment management, integrated wealth management, and retirement plan consulting to individual and family clients, including high-net-worth and business-owner households. The firm follows a passive, Modern Portfolio Theory–based approach, constructing diversified portfolios primarily with index mutual funds and ETFs tailored to clients' goals and risk profiles.

David Karem is a Series 65-licensed advisor at Blend Wealth in Louisville, KY, with one year of industry experience. Prior to joining Blend Wealth, he worked at Legato Financial Group, Inc. and spent five years at Dean Dorton Allen Ford, PLLC. He is also a senior tax accountant at Blend Wealth Accounting LLC, an affiliated firm providing tax and accounting services. Blend Wealth serves individual and family clients, including high-net-worth and business-owner households, as well as employer-sponsored retirement plans. The firm uses a passive, Modern Portfolio Theory–based investment approach with diversified portfolios primarily composed of index mutual funds and ETFs, offering integrated wealth management and retirement plan consulting on a discretionary basis.