Wood Wealth Group, LLC

Kevin Harrison is a financial advisor at Wood Wealth Group, LLC in Rock Springs, WY. He holds a Series 65 designation and has been working in the financial services industry since 2025. Prior to joining Wood Wealth Group, he has held various roles outside of finance, including positions at Bed Company, LLC and East Coast Insurance Providers. Wood Wealth Group serves individual and high-net-worth clients with tailored portfolio management and financial planning services, offering both one-time written plans and ongoing advisory relationships. The firm employs a range of investment strategies, including fundamental analysis, modern portfolio theory, and technical analysis, and utilizes tools such as options, margin, and short sales.

Christopher Wood is a CFP® with 15 years of industry experience. He is currently with Wood Wealth Group, LLC and has prior experience at ON Investment Management Co, O.N. Equity Sales Company, Hornor Townsend & Kent Inc, and Penn Mutual Life Insurance Co. Outside of advising, he is involved as a partner in a first responder gear cleaning service and owns a property and casualty insurance agency. Wood Wealth Group serves individual and high-net-worth clients with tailored portfolio management and financial planning services. The firm employs a mix of fundamental analysis, modern portfolio theory, and technical analysis, and utilizes both long- and short-term trading strategies including options, margin, and short sales.

Paul Adams is a financial advisor at Wood Wealth Group, LLC with nine years of industry experience. He holds Series 63 and Series 65 registrations and has worked at firms including Hornor Townsend & Kent Inc, Concord Wealth Management, and Penn Mutual Life Insurance Co. He serves on the finance committee for the Most Blessed Sacrament and Incarnation Parish collaborative. Wood Wealth Group serves individual and high-net-worth clients with tailored portfolio management and financial planning services, employing fundamental analysis, modern portfolio theory, and technical analysis. The firm offers discretionary and non-discretionary investment management, preparing Investment Policy Statements to align client goals, risk tolerance, and asset allocation.

Robin Faulkner Harrison is a financial advisor with Wood Wealth Group, LLC in Rock Springs, Wyoming, holding CFP® and Series 66 designations with eight years of industry experience. Prior to joining Wood Wealth Group in 2021, Harrison worked at Northwestern Mutual and Waddell and Reed. Outside of advisory services, Harrison is licensed to sell insurance products, including life and disability insurance, fixed and variable annuities, and long-term care insurance. Wood Wealth Group serves individual and high-net-worth clients with tailored portfolio management and financial planning, employing a range of investment strategies including fundamental analysis, modern portfolio theory, and technical analysis. The firm offers both discretionary and non-discretionary management and utilizes a variety of instruments, including private placements and precious-metal ETFs.

Geoffrey Mishkin is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Wood Wealth Group, LLC in Charlestown, MA. His prior roles include positions at The O.N. Equity Sales Company, Ohio National Financial Services, Hornor Townsend & Kent Inc, Concord Wealth Management, Penn Mutual Life Insurance Company, and Partners Healthcare. Outside of his advisory work, he is a partner in a first responder gear cleaning service, managing operations at the business. Wood Wealth Group serves individual and high-net-worth clients with tailored portfolio management and financial planning services. The firm employs a range of investment strategies including fundamental analysis, modern portfolio theory, and technical analysis, and offers both discretionary and non-discretionary management through a relatively small team of six advisors.

Jeffrey Spencer is a financial advisor at Wood Wealth Group, LLC with 13 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Hornor Townsend & Kent Inc and Concord Wealth Management. Outside of his advisory role, he is involved with Southernmost Financial Group, LLC, an insurance brokerage. Wood Wealth Group serves individual and high-net-worth clients with portfolio management and financial planning services, utilizing a range of investment strategies that include fundamental analysis, modern portfolio theory, and technical analysis. The firm manages approximately $56 million in client assets through a small team of six advisors and offers both discretionary and non-discretionary management tailored to client goals.