Blending business and personal finances.

We manage your entire financial life.

CFP® & CPA team

Highly responsive

Efficient

Fee-only / no commissions

Independent

Emphasis on business & tax strategy

About Blend

Blend Wealth was created to help you get from where you are to where you want to be with personal and business CFO services.

Our mission is to help business owners and families achieve their business and personal goals.

Finances can be complex and confusing, but we thrive in complexity. We’re here to help you figure it out and simplify your life.

We are a Christian-owned firm that understand the integration of biblical wisdom and professional advice.

We will dive deep into your goals and guide you through all financial decisions you face.

Meet the Team

  • Alexis Woodward, CFP®, CKA®

    CEO

  • Tim Woodward, CFP®, CKA®, MBA

    President & CFO

  • Andrew Couch, CPA

    Chief Accounting Officer

  • Heather Couch

    Bookkeeper & Payroll Specialist

  • Jim Miller, CFP®

    Wealth Advisor

  • Noah Skiles, CPA

    Director of Accounting & Tax

Less transactional, more relational.