Alexis Woodward, CFP®

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As both a Christian family and a blended family, we understand what it’s like to have been broken and then redeemed. That’s why we are on a mission to help restore and encourage the family unit through wealth planning. We also know that in a blended family, even when things are good, they are more complex. So, at Blend Wealth we aim to help organize and simplify your wealth building journey.

You deserve to feel confident in your future so that you can spend more time doing things that fulfill you. That’s why we partner with you to advise and manage your finances, so you can focus more on your family. We help guide you through accumulating wealth, protecting your wealth and ultimately transferring your wealth; all for HIS glory. From implementing charitable giving, to saving for your child’s education, to planning for vacations – we’re here to help blend it all together so you can achieve true wealth.

At Blend Wealth, we define true wealth as having deep, meaningful, relationships combined with the financial freedom to pour into those relationships. We take a collaborative approach to our process. We crunch the numbers, educate you and make recommendations for you and your family to consider. No jargon. No pressure. Just a straightforward approach that prioritizes communication and helps you get from where you are, to where you want to be, both relationally and financially.

Outside of work you will find me active outdoors, serving at our church and spending quality time with my husband and stepsons, Conner and Christian.

Read Alexis’s blog here: https://www.blendwealth.com/blog

Tim Woodward, CFP®, MBA

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About Tim Woodward, CFP®, MBA

As both a Christian family and a blended family, we understand what it’s like to have been broken and then redeemed. That’s why we are on a mission to help restore and encourage the family unit through wealth planning. We also know that in a blended family, even when things are good, they are more complex. So, at Blend Wealth we aim to help organize and simplify your wealth building journey.

You deserve to feel confident in your future so that you can spend more time doing things that fulfill you. That’s why we partner with you to advise and manage your finances, so you can focus more on your family. We help guide you through accumulating wealth, protecting your wealth and ultimately transferring your wealth; all for HIS glory. From implementing charitable giving, to saving for your child’s education, to planning for vacations – we’re here to help blend it all together so you can achieve true wealth.

At Blend Wealth, we define true wealth as having deep, meaningful, relationships combined with the financial freedom to pour into those relationships. We take a collaborative approach to our process. We crunch the numbers, educate you and make recommendations for you and your family to consider. No jargon. No pressure. Just a straightforward approach that prioritizes communication and helps you get from where you are, to where you want to be, both relationally and financially.

Outside of work you will find me outdoors, doing CrossFit, serving at church and most importantly, spending quality time and staying active with my wife, Alexis, and our boys, Conner and Christian.

Read Tim’s blog here: https://www.blendwealth.com/blog

Anne Marie Webster, CFP®

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About Anne Marie Webster, CFP®

Well, hello there! I became an advisor in March of 2009 when the market was at its lowest in the financial crisis–and about to make a stunning rebound. (The clients I convinced to start investing in 2009 think I’m a genius now.) I graduated from Salem College in 1999 with a Bachelor of Arts in Communications which was a helpful degree to pursue considering what I do now. (Good job, 22-year-old self!) About ten years into my career as an advisor I earned the CFP® designation- an accomplishment of which I am very proud. I run my life on an excel spreadsheet and love nerding out to numbers, but my passion for this career lies in the relational and very human side of personal finance.

I’ve worked in both privately held and publicly traded financial firms large and small, but nothing compares to the joy of founding my own financial firm working with the clients of my choice. I live in Lewisville with my husband, three kiddos, two dogs, and a recording studio. We play and make a lot of music and are living proof that creatives can be great with money.

Kaylin Dillon, CFP®

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About Kaylin Dillon, CFP®

I provide Financial Planning and Investment Management for couples with:

Prenuptial agreements,
Blended families, and
Separate assets.

I’m wholly focused on helping you plan for your financial future in a way that strengthens your relationship.

Let’s talk about setting your partnership up for success.

Kevin Lao, CFP®

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About Kevin Lao, CFP®

Nice to meet you!

I started in the financial services industry in 2008, amidst the Great
Recession. It was both a fascinating and heartbreaking time to start in this business. I’ve spoken to countless families who’s retirement plans were delayed years because of it, and this had a significant impact on my career path. I obtained my CFP designation at Georgetown University in 2011. The head professor of the program made a profound statement to me (us); “You can’t do this business the right way if you make a living selling products for commissions.” From that moment it clicked, I needed to cut out the conflicts of interest inherent with big wall street, brokerage, and insurance companies. I found a community of other like-minded financial advisors, also known as fiduciaries, and decided to launch my own firm to better serve you.

When I’m not diving into retirement planning or tax planning strategies for
my clients, I enjoy playing golf twice a year (once on Father’s Day and once on
my birthday), cooking, fishing, anything outdoors, and of course spending time
with my family. My beautiful wife, Jessica, and I have three boys who force us to be the best version of ourselves every day.

Now that you know more about me, I would love to get to know you!

Michael J. Martinez, CFP®, CRPC

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About Michael J. Martinez, CFP®, CRPC

Michael Martinez is the Founder of Live, Learn, Grow Wealth Management, LLC. Michael has worked in the financial services industry for nearly a decade, first in the late 1990’s and then returning to the industry in 2011. He likes to say that the reason he entered the industry is because, “we all need support and I enjoy helping people”.
Michael received a Bachelor of Science in Administration with a Finance Concentration from California State University, San Bernardino. He began his career at a large broker/dealer. While it was certainly valuable experience, Michael believed that the best way to help people enjoy their journey towards achieving their goals was to establish his own Registered Investment Advisory firm which led him to forming Live, Learn, Grow Wealth Management, LLC.
Michael has worked hard to study and develop a platform that supports the needs of his clients. He finds the greatest enjoyment in working with a select group of clients who can utilize his expertise in their lives. Michael labors to build strong and lasting ties with his clients and takes great pride in their personal and financial success through education, understanding and growth.
In his spare time, Michael enjoys spending time with family and friends, riding Harley’s and attempting to hit a golf ball.