Our Team

Wendy Whitehurst

Wendy Whitehurst

Marketing & Advisor Services

Wendy brings more than two decades of experience in marketing and business growth to JHG Financial Advisors. As a seasoned professional she has worked with national financial services companies like AAA, Aetna, AMEX, Discover Card and GM MasterCard with nearly 20 years as a marketing consultant through her firm, Custom Marketing Solutions, Inc.

Bert Woodard

Bert Woodard

Director, Client Services

Bert has over 15 years of Public Relations experience which lends to his very detail oriented and client friendly personality making him a great fit for JHG Financial. Bert joined JHG Financial in 2013 and ensures that clients receive top level service from coordinating planning and review meetings for clients with Jud Gee and managing the client relationships to making sure all client needs and requests are met. Bert also is responsible for the firm’s social media platforms and public relations. JHG Financial is frequently featured on WBTV financial news clips, the Charlotte Business Journal and in the Charlotte Observer.

Contact JHG Financial Planning Advisors

Helping Protect Your Financial Blind Sides

(704) 536-3423

Advisory services offered through Kingswood Wealth Advisors​. Securities services offered through Kingswood Capital Partners, LLC member FINRA/SIPC.

Check the background of this firm on FINRA's Broker Check.

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