Our Team

Teamwork

The professional staff at Woodard & Company Asset Management Group, Inc. uses a team approach to manage our clients’ assets. Our investment decisions are made by our investment policy committee, never any one individual.

We have assembled a diverse team of professionals with complimentary skills, working together, to apply a consistent and cohesive overall strategy to the management of our client’s assets. The ability to manage assets is based upon the collective strength of our team and the consistent application of our underlying investment discipline.

Uncompromised Personal Service

We value each individual relationship with our clients, and endeavor to meet the needs of each client. Whether the client requires investment management services or is seeking help with a question relating to their ﬁnancial needs, we are ready to assist. We seek to learn our client’s objectives, risk tolerance, and circumstances in order to tailor a well considered investment strategy appropriate for each client.

These factors provide the foundation for the determination of the appropriate asset allocation of each client, this framework guides our decision making process. We are committed to providing superior personal service in order to meet our client’s individual need.

We strive to provide professional personal service to meet your investment needs and we work together as a team to manage your assets. Unlike a relationship where one individual selects and invests for the client, our investment committee determines policy and decisions as a team. This teamwork philosophy makes stronger the complex fabric of asset management.

Our Staff

John B. Woodard, Jr.

President

John Woodard founded Woodard & Company in May of 1985. Mr. Woodard serves as an investment counselor and is a member of Woodard & Company’s Investment Committee. Primarily focusing on equity selection and overall portfolio strategy, he is involved with all phases of the business. John graduated from the State University of New York with a Bachelor of Science in Business Administration. Mr. Woodard began his investment career in the late 1970’s with E. F. Hutton & Co., Inc. as a stockbroker and subsequently worked with Shearson Lehman Bros. Mr. Woodard holds the Series 65 Registered Investment Advisor registration.

Joan Woodard

Chief Financial Officer

Joan Woodard is Chief Financial Officer of Woodard & Company. She serves as a member of Woodard & Company’s Investment Committee and is a Certified Public Accountant (CPA). Among her primary responsibilities is the design and implementation of 401(k), pension and profit-sharing plans as well as general counsel on tax issues. Mrs. Woodard graduated from the University of North Carolina at Chapel Hill with a Bachelor of Science in Business Administration. She was a public accountant at Bailey, Self & Harris until 1984, and the Controller of Douglas Battery Manufacturing until 1994, when she joined Woodard & Company Asset Management Group, Inc.

Todd Senter, CFP®

Investment Advisor

Todd Senter is an investment advisor representative for Woodard & Company Asset Management Group, Inc. He joined Woodard & Company in August of 2004 and is a member of Woodard & Company’s Investment Committee. His primary responsibilities include investment advice, investment selection and analysis, portfolio strategy as well as compliance oversight. In 1996 Mr. Senter earned a Bachelor of Science in Business Administration, with a major in Risk Management and Insurance, from Appalachian State University. Mr. Senter holds the Series 65 Registered Investment Advisor registration and is a CERTIFIED FINANCIAL PLANNER™. Prior to joining Woodard & Company Asset Management Group, Inc. Mr. Senter served in middle management with Auto-Owners Insurance Company.

Steve Hungerford

Vice-President of H&H Investment Planners, Inc.

Steve Hungerford is Vice-President of H&H Investment Planners, Inc., a sub-advisor to Woodard & Company. He serves as an investment counselor and is a member of Woodard & Company’s Investment Committee. Mr. Hungerford’s primary responsibilities include advising Woodard & Company with respect to portfolio strategy, fund selection and analysis, and implementing the asset allocation decisions of the Investment Committee. Born in 1963, he earned a Master of Arts in Counseling Psychology from Trinity University in Deerfield, IL., where he graduated Magna Cum Laude in 1992. Steve joined H&H Investment Planners, Inc. in 1997. Mr. Hungerford holds the Series 65 Registered Investment Advisor registration and is a Chartered Mutual Fund Counselor. Steve Hungerford and Dr. Larry Hungerford have authored a book, “Sector Investing” (published by McGraw-Hill).

Stan Hungerford

Director of Operations for H&H Investment Planners, Inc.

Stan Hungerford is Director of Operations for H&H Investment Planners, Inc., a sub-advisor to Woodard & Company. He joined H&H Investment Planners, Inc. in July 1999. His primary responsibilities include tracking portfolio results and distribution processing. Mr. Hungerford earned a Bachelor of Science degree in Bible from Baptist Bible College in Pennsylvania. With a broad background in sales and customer support, Mr. Hungerford helps maintain back office functions.

Marci Howard

Operations Manager

Marci joined the firm in October, 2015. Her responsibilities include coordinating office administration and procedures, client support, and managing day to day office operations. Prior to joining Woodard & Company, Mrs. Howard worked 15 years for a local accounting firm.

Tonia M Cornett

Tonia is our Administrative Assistant Extraordinaire for Woodard & Company Asset Management Group, Inc., (still on trial, we have our doubts). Tonia joined Woodard & Company in March of 2019 and our lives haven’t been the same since. Tonia’s primary responsibilities include front office duties, filing, client support and most importantly answering our clients phone calls. Tonia has self-appointed job responsibilities of making our clients and staff happy, offering a cup of coffee, sharing dreams and other topics, she sees fit, with friends which makes us all kind of like family to her. Tonia comes to Woodard & Company with 20 plus years for Administrative Assistant experience with a dual role as Radio Personality for various local stations here in the Triad. When Tonia isn’t glued to the front desk, she is committed to her husband, her son and the Lord. You can find Tonia at the ball field with her son, whom she gets overly involved in his everyday life. You can also find Tonia in the garage getting greasy with her husband, and trying her best to not be the worst pool player in the history of the most amazing moms pool club. We are not going to mention the Banjo playing, singing and dancing you may randomly see when in public.

Buy Quality and Diversify®

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