
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
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Alexis Woodward, CFP®, CKA®
CEO
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Tim Woodward, CFP®, CKA®, MBA
President & CFO
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Andrew Couch, CPA
Chief Accounting Officer
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Jim Miller, CFP®
Wealth Advisor
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Heather Couch
Bookkeeper & Payroll Specialist
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Now Hiring!
Accountant