John B. Woodard, Jr.
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 AdvisorRegistered Investment AdvisorAn investment firm registered with the United States Securities and Exchange Commission and held to a fiduciary standard. Registered Investment Advisors file a disclosure document called Form ADV that describes services, fees, and any conflicts of interest.Close × registration.
Joan Woodard, CPA
Joan Woodard is Chief Financial Officer of Woodard & Company. She serves as a member of Woodard & Company’s Investment Committee, a Certified Public Accountant (CPA), and Registered Investment Advisor. 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®
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, and portfolio strategy. He serves as the firm’s Chief Compliance Officer and Director of Operations.
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, Mr. Senter served in middle management with Auto-Owners Insurance Company.
Matthew Blades, MSF, CFP®
Matthew Blades is an investment advisor representative for Woodard & Company Asset Management Group, Inc. He joined Woodard & Company in September of 2021 and is a member of Woodard & Company’s Investment Committee. His primary responsibilities include security analysis and financial planning.
Mr. Blades earned a BA in Religion from Furman University in 2012, a MA in Theological Studies from Liberty University in 2016, and a MS in Finance from Liberty University in 2020. Mr. Blades holds the Series 65 Registered Investment Advisor registration and is a CERTIFIED FINANCIAL PLANNER™.
Prior to joining Woodard & Company, Mr. Blades was entrusted with a variety of roles during his time with State Employees’ Credit Union, where he most recently served as a Senior Financial Services Officer II.
John Woodard III
John Woodard III is an investment advisor representative at Woodard & Company, where he brings a depth of expertise in finance and economics. A graduate of Virginia Tech, John earned his degree in Finance, graduating Cum Laude, with a minor in Economics, in December of 2023.
John joined Woodard & Company in June of 2024 and is a member of the Investment Committee and Marketing Committee. He holds the Series 65 Registered Investment Advisor Registration and passed the Securities Industry Essentials (SIE) Exam. John’s primary responsibilities include security analysis, portfolio selection, and marketing strategy.
Prior to joining Woodard & Company, John held a position working in the pension plan division at Fidelity Investments, as well as participating in their Fidelity Scholars program. He is the anchor host of The Generational Investors podcast and the author of The Running Thesis, the firm’s monthly dispatch on markets, discipline, and the ideas shaping long-term investing.
Invest in Yourself: spotlights on John Woodard III Spotlight 1 → Spotlight 2 →
Steve Hungerford
Steve Hungerford is an investment advisor representative for H&H Investment Planners, Inc., which acts as 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 on portfolio strategy, fund selection and analysis, and implementing the asset allocation decisions of the Investment Committee.
He earned a Master of Arts in Counseling Psychology from Trinity University in Deerfield, Illinois, 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
Stan Hungerford is Vice-President 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
Marci joined the firm in October 2015. In charge of operations for Woodard & Company, 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 for fifteen years for a local accounting firm.
Tonia M. Cornett
Tonia is the Administrative Assistant for Woodard & Company Asset Management Group, Inc. Tonia joined Woodard & Company in March of 2019. Her responsibilities include, but are not limited to, front office, filing, client support, and receptionist duties. She also serves on the firm’s Marketing Committee.
Tonia brings over twenty years of administrative experience to Woodard & Company. She has an extensive background in radio, marketing, and health care.