About the Firm

Having written two books over my twenty-plus-year financial career as a CERTIFIED FINANCIAL PLANNER™ practitioner, I have developed a pretty good skill in making complicated financial issues understandable. I stay in regular contact with clients, who range from plumbers, teachers, and managers to multi-million dollar pension plans and investors. I live my life appreciative of the long-term friendships and relationships I have developed while helping a variety of people and companies navigate the world of investments, insurance, and financial planning.

I have clients in many states across the country - people I have met while traveling, friends from my time while living in Oklahoma, Tennessee, Mississippi, and Florida, and relatives and friends of existing clients.

I graduated from Jackson Academy in Jackson, Mississippi, and I was blessed to receive an academic scholarship to attend Vanderbilt University in Nashville, Tennessee. I graduated with a BS in economics and a minor in communications in 1992. I earned my CFP® designation in 2001 from the College of Financial Planning. I also obtained a Master of Ministry degree from Luther Rice College and Seminary in 2021.

I have been married to Wendy Chester Woodrick since 1996, and we have three children: Whitney, Ashley, and Mason. From 2013-2015, we aired a TV show called Cast and Call Outdoors. Because I can conduct business from any location with a phone and Internet connection, we homeschooled the children and traveled the country in an RV in 2015, decided to live the farm life closer to a wider choice of colleges for the kids, and chose to move back to Nashville where my wife and I met in 1994. We lived in Tennessee from 2015-2022 and had a great experience living on a farm in Dickson and also having a home in Brentwood and Franklin. With all three children out of the nest, Wendy and I have moved back to the Florida Gulf Coast, and we are excited about this next phase of life.

My Christian faith is the most important aspect of my life. I play guitar at church and am always looking for ways to show the people in this world that they are loved and valued.

I have several licenses: Series 6, 7, 9, 10, 31, 63 and 65 securities registrations with LPL Financial; life, health and disability insurance license; and variable annuity license. I founded Woodrick Investment Consulting & Financial Planning, LLC in 2008. We changed the name to Woodrick Financial in 2023.

After 26 years in education, I am excited to bring my experience and passion for helping others to a new chapter in my career by having the opportunity to support both Walter and the clients he serves.

Throughout my career, I have gained experience in education, marketing, finance, and human resources. These diverse experiences have taught me the importance of communication, organization, attention to detail, and, most importantly, treating people with care and respect.

One of the things I value most in my role is making sure every client has a positive experience when they contact our office. Whether they have a question, need assistance with something, or simply need someone to listen, I want them to feel welcomed, valued, and well taken care of. I strive to be a dependable resource for our clients and to make their interactions with our office as helpful and pleasant as possible.

Walter and I have been married since 1996, and we are proud parents of three grown children, Whitney, Ashley, and Mason. Family is incredibly important to me, and I bring that same sense of care and personal connection to the relationships I build with our clients.

I am grateful for the opportunity to be part of Walter's practice and look forward to getting to know our clients and helping make their experience with our office exceptional.

In his role with the office, Gavin supports Walter and the team by helping with client service, organization, information gathering, and day-to-day administrative needs. He particularly enjoys working with fellow pilots and other professionals and helping ensure they have a positive, organized experience when working with the office.

As a professional pilot myself, I have firsthand experience with many of the financial opportunities and challenges that come with an airline career. Our compensation, retirement benefits, career progression, schedules, and tax situations can look very different from those of people in more traditional careers. I enjoy helping pilots and other professionals make sense of those moving pieces and develop a financial strategy around the life they want to build.

I graduated from the University of North Dakota with a Bachelor of Science in Aeronautics, majoring in Commercial Aviation with a minor in Atmospheric Sciences. Aviation eventually brought me to my current position, where I fly the Airbus A320 family as a First Officer for a major U.S. legacy airline.

Outside of flying and financial planning, I am an active real estate investor and enjoy learning about businesses, investing, and tax-efficient ways to build wealth. My wife, Coleigh, and I live in southeast Alabama, where we enjoy a slower pace of life. When I am not working, you will usually find me hunting, fishing, farming, traveling, or spending time outdoors.

My Christian faith is at the center of my life and shapes the way I approach my family, my work, and the relationships I build with others. I believe we are called to be good stewards of what we have been given and to use our time, talents, and resources in ways that positively impact the people around us.

I believe financial planning should ultimately give people more freedom—not simply a larger number on a statement. My goal is to build long-term relationships with the people I work with, understand what is important to them, and help them make sound financial decisions throughout their careers and lives.