Tim Woodward, CFP®, CKA®, MBA
Managing Partner
He helps you WIN in your finances.
He co-founded Blend Wealth, a wealth management and accounting firm designed to simplify and optimize your entire financial life through a blend of top notch financial services.
Here’s his background…
Tim is a number-cruncher to the core. He joined the industry after a successful “first” career in engineering at Ford Motor Company and Toyota Industries. He fell in love with personal finance during his MBA coursework at the University of Michigan.
The transition to the wealth management industry appealed to him because he could crunch numbers and solve analytical challenges for people instead of parts.
Tim’s dedication to his clients and ability to deliver results was quickly noticed as he became Partner of another wealth management firm in just 3 years that served 150 households and managed over $250 million in assets!
Tim’s commitment to putting his clients' interests first has been the cornerstone of his success. He is passionate about analyzing numbers and translating the data into simple, plain English so that clients can confidently make decisions.
After a decade of serving clients, Tim felt called to launch his own firm alongside his wife, Alexis, where they could provide a more high-touch, full-service offering to business owners.
They knew there was a major need from business owners looking for help understanding their finances and growing a profitable business. And no other firm was helping business owners to this extent while also prioritizing customer service.
With the help of their incredible team, they are now able to help clients all over the country reach their business and personal goals.
Tim loves spending quality time with Alexis and their sons Conner and Christian, serving in his church, CrossFit, and being outdoors.
Professional Affiliations:
CERTIFIED FINANCIAL PLANNER™ (CFP®)
CERTIFIED KINGDOM ADVISOR (CKA®)
CERTIFIED DIGITAL ASSET ADVISOR™ (CDAA)
XY Planning Network
NAPFA Registered Advisor
Education:
University of Michigan
Master of Business Administration
Purdue University
Bachelor of Science in Mechanical Engineering
Indiana Wesleyan University
Certified Kingdom Advisor (CKA®) Educational Program