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Steve Wood
Financial Advisor
Steve Wood Steve has been in Amarillo since 1979 and was an insurance agent prior to opening Wood Financial in 1985.

He has been on numerous boards and committees in Amarillo over the past 30 years. He holds a variety of securities licenses including 1, 24, 63, 51, and 7. He is also registered as an investment advisor and a branch manager with his broker dealer, Royal Alliance Associates, Inc. He oversees our three branch offices in Amarillo and Briscoe.

In his leisure time, Steve enjoys backpacking, running, and training for triathlons. With 9 grandkids in Amarillo, the fun never stops.

He and his wife, Connie, are the proud parents of three children: Josh, Mandi, and Jake. He is blessed to be able to work with Josh and Jake as partners in Wood Financial.

As a long time member of Central Church of Christ he serves in a leadership role as an elder, Bible class teacher, and leader of a small group.
Josh Wood, CFP®
CERTIFIED FINANCIAL PLANNER™
Josh Wood Josh Wood began work at Wood Financial January of 2004. He graduated from Texas A&M University with a degree in Finance May of 2002.

Josh is a CERTIFIED FINANCIAL PLANNER™ practitioner and holds a Series 7 General Securities Registration, Series 63 Uniform Securities Agent State Law Registration, Series 65 Investment Advisors Law Registration, and a Texas and Oklahoma General Lines Life and Health Insurance License.

Prior to joining Wood Financial, Josh worked as a Personal Banker and Customer Service Representative at Wells Fargo Bank in College Station, TX. 

Aside from his investment practice, Josh enjoys reading, playing golf, and spending time with his family--his wife, Careese, and his eight children.  Josh is active in his local congregation, Paramount Baptist Church, and serves on the board of two civic organizations.
Jake Wood
Financial Advisor
Jake Wood

Jake holds a Series 7 General Securities Registration, Series 63 Uniform Securities Agent State Law Registration, Series 65 Investment Advisors Law Registration, and a Texas and Oklahoma General Lines Life and Health Insurance License.  Jake is licensed in Arkansas, Kansas, New Mexico, Oklahoma, Texas and Washington.

In his spare time he enjoys reading, playing soccer, spending time with his wife Julie and daughter Jessica.  He is on the Board of Directors for the Epilepsy Foundation of West Texas and the Business Council at the Amarillo Chamber of Commerce.  Jake is also involved in his congregation at Hillside Christian.

David Zybach
Financial Advisor
David Zybach began work at Wood Financial in 1986. David specializes in retirement strategies for the Wheeler County area in West Texas. David is also active in his local congregation, Allison Church of Christ, where he serves as an Elder.
Gail Littlefield
Administrative Assistant to Josh Wood
Gail Littlefield joined Wood Financial in 2008. She currently serves as Administrative Assistant and Office Manager for Josh Wood, CFP®.


 
 
 The advisors of Wood Financial are Registered Representatives of and offer securities, insurance and advisory services through Royal Alliance Associates, Inc. member FINRA/SIPC. Wood Financial is not affiliated with Royal Alliance Associates, Inc. or registered as a broker-dealer or investment advisor.

IMPORTANT CONSUMER INFORMATION:  A broker-dealer, investment adviser, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker-dealer, investment adviser, BD agent or IA rep registration requirements, as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirement, or an applicable exemption or exclusion.

For information concerning the licensing status or disciplinary history of broker-dealer, investment adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.



This communication is strictly intended for individuals residing in the state(s) of AL, CO, IN, KS, MT, NM, OK, TX and WY. No offers may be made or accepted from any resident outside the specific states referenced.
 


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