Cairn Financial Group

Sirkka Wood is a financial advisor with Cairn Financial Group in Nashville, TN, holding a Series 65 designation. She joined Cairn Financial Group in 2024 and has prior experience at H&R Block. Outside of her financial advisory role, she has been a Pilates instructor and trainer at Marathon Pilates since 2015. Cairn Financial Group provides financial planning and investment management services to individuals, businesses, and organizations, including high-net-worth clients and pension plans. The firm offers customized asset allocation, discretionary account management, 401(k) advisory services, and manages a private real estate pooled vehicle.

William Greene is a CFP® with 15 years of industry experience, currently serving at Cairn Financial Group since 2018. Prior to that, he worked at Shoemaker Financial, Minnesota Life Insurance Company, and Securian Financial Services. He is also an adjunct professor, teaching personal financial planning courses to undergraduate and graduate healthcare students. Cairn Financial Group provides financial planning and investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm uses individualized asset allocation documented in an Investment Policy Statement and manages accounts on a discretionary basis, employing ETFs, mutual funds, equities, proprietary models, and third-party sub-advisers where appropriate.

Taylor Whitt is a CFP® with 10 years of experience in financial advising. He is currently with Cairn Financial Group, where he has worked since 2022. His prior experience includes roles at LPL Financial, Truxton Trust, and MassMutual-affiliated firms. Cairn Financial Group provides financial planning and investment management services to individuals, including high-net-worth clients, as well as pension plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm offers customized asset allocation, discretionary account management, 401(k) advisory services, and manages a private real estate pooled fund.