Our Team
Teamwork
The professional team at Woodard & Company Asset Management Group, Inc. uses a collaborative approach to manage our clients’ assets. Our investment decisions are made by our investment policy committee, never any one individual.
We have assembled a diverse team of professionals with complementary skills, working together, to apply a consistent and cohesive overall strategy to the management of our client’s assets. The ability to manage assets is based upon the collective strength of our team and the consistent application of our underlying investment discipline.
Uncompromised Personal Service
We value each individual relationship with our clients, and endeavor to meet the needs of each client. Whether the client requires investment management services or is seeking help with a question relating to their financial needs, we are ready to assist. We seek to learn our client’s objectives, risk tolerance, and circumstances in order to tailor a well considered investment strategy appropriate for each client.
These factors provide the foundation for the determination of the appropriate asset allocation of each client, this framework guides our decision making process. We are committed to providing superior personal service in order to meet our client’s individual need.
We strive to provide professional personal service to meet your investment needs and we work together as a team to manage your assets. Unlike a relationship where one individual selects and invests for the client, our investment committee determines policy and decisions as a team. This teamwork philosophy makes stronger the complex fabric of asset management.
Our Staff
John B. Woodard, Jr.
President
Joan Woodard
Chief Financial Officer
Joan Woodard is Chief Financial Officer of Woodard & Company. She serves as a member of Woodard & Company’s Investment Committee, a Certified Public Accountant (CPA) and Registered Investment Advisor. Among her primary responsibilities is the design and implementation of 401(k), pension and profit-sharing plans as well as general counsel on tax issues. Mrs. Woodard graduated from the University of North Carolina at Chapel Hill with a Bachelor of Science in Business Administration. She was a public accountant at Bailey, Self & Harris until 1984, and the Controller of Douglas Battery Manufacturing until 1994, when she joined Woodard & Company Asset Management Group, Inc.
Todd Senter, CFP®
Investment Advisor
Steve Hungerford
President of H&H Investment Planners, Inc.
Steve Hungerford is President of H&H Investment Planners, Inc., a sub-advisor to Woodard & Company. He serves as an investment counselor and is a member of Woodard & Company’s Investment Committee. Mr. Hungerford’s primary responsibilities include advising Woodard & Company with respect to portfolio strategy, fund selection and analysis, and implementing the asset allocation decisions of the Investment Committee. Born in 1963, he earned a Master of Arts in Counseling Psychology from Trinity University in Deerfield, IL., where he graduated Magna Cum Laude in 1992. Steve joined H&H Investment Planners, Inc. in 1997. Mr. Hungerford holds the Series 65 Registered Investment Advisor registration and is a Chartered Mutual Fund Counselor. Steve Hungerford and Dr. Larry Hungerford have authored a book, “Sector Investing” (published by McGraw-Hill).
Matthew Blades, MSF, CFP®
Investment Advisor
Matthew Blades is an investment advisor representative for Woodard & Company Asset Management Group, Inc. He joined Woodard & Company in September of 2021 and is a member of Woodard & Company’s Investment Committee. His primary responsibilities include security analysis and financial planning. Mr. Blades earned a BA in Religion from Furman University in 2012, a MA in Theological Studies from Liberty University in 2016, and a MS in Finance from Liberty University in 2020. Mr. Blades holds the Series 65 Registered Investment Advisor registration and is a CERTIFIED FINANCIAL PLANNER™. Prior to joining Woodard & Company Asset Management Group, Inc., Mr. Blades was entrusted with a variety of roles during his time with State Employees’ Credit Union where he most recently served as a Senior Financial Services Officer II while holding the roles of Mortgage Team Leader and Financial Advisory Services Coordinator.
Stan Hungerford
Vice-President for H&H Investment Planners, Inc.
Stan Hungerford is Vice-President for H&H Investment Planners, Inc., a sub-advisor to Woodard & Company. He joined H&H Investment Planners, Inc. in July 1999. His primary responsibilities include tracking portfolio results and distribution processing. Mr. Hungerford earned a Bachelor of Science degree in Bible from Baptist Bible College in Pennsylvania. With a broad background in sales and customer support, Mr. Hungerford helps maintain back office functions.
Marci Howard
Operations Manager
Tonia M Cornett
Administrative Assistant
Tonia is our Administrative Assistant for Woodard & Company Asset Management Group, Inc. Tonia joined Woodard & Company in March of 2019. Tonia’s responsibilities include, but not limited to, front office, filing, client support and receptionist duties. Tonia brings over 20 years of administrative experience to Woodard & Company. Tonia has an extensive background in radio, marketing, and health care.