amarillo chamber of commerce - HPN Books

WOODFINANCIALWood Financial has been in business servingindividuals, small businesses, charitable foundations,and corporations in the TexasPanhandle since 1985. Steve Wood, a long timeAmarillo resident, founded the company. Hehas grown the family operated business bybuilding relationships with his clients ratherthan “selling a product.” His sons Josh and JakeWood work along side him to keep peopleinformed as to how to simplify the complex languageof money. David Zybach operates theirsatellite office in the eastern Texas Panhandle.Their firm is geared toward keepingtheir clients educated about finances and“in-touch” through a number of methods.They offer educational seminars, updatedinformation on their website, and referrals torecommended reading. They believe educationis the key to smart financial decisions.Wood Financial is in the “people business”as an independent company with the freedomto meet clients’ individual needs. They assisttheir clients in organizing their money toachieve financial health for their currentcircumstances, their future, and for theirchildren. More than one generation hascome to rely on the support Wood Financialprovides in regard to preparing for the future.Accessibility is a high priority at WoodFinancial; they can always be reached byemail, cell phone, office phone, and toll-freenumber. Their clients are welcomed to theoffice for meetings as often as they like. Theybelieve accessibility is one way they can bringpeace to their clients’ long-term financial life.Steve’s long-term commitment to hisclients is coupled with his commitment tohis church, his family, and his community.He and his wife Connie attend CentralChurch of Christ where he serves as an elder.He is a member of the Amarillo Chamberof Commerce. Josh belongs to the AmarilloChamber of Commerce,brings finance and bankingexperience to the firm.He and his wife, Careese,are the proud parents ofsix children and are activein their church and civicactivities. Jake is thenewest family member tojoin the firm. Jake and hiswife, Julie, are also activein the community, servingon the Business CouncilBoard of the AmarilloChamber of Commerce.David began work withWood Financial in 1986,is a Wheeler County resident,and serves as anelder in his church as well.The Woods are proud of their successfulfamily business. They are looking forward toa third generation of the Wood family havingthe privilege of working with their long-termclients. Those clients trust them becausethey have helped them see the “total financialpicture” enabling them to better prepare forthe future.Above: Left to right: Jake, Steve, andJosh Wood.Below: Wood Financial is convenientlylocated at 6208 Hillside, Suite 1300.THE MARKETPLACE253