CHRISTOPHER WOOD, LUTCF, CLU, CFP®

President

Prior to founding Wood Wealth Group, Christopher was Vice President of Concord Wealth Management. He has also founded East Coast Insurance Providers, one of the fastest growing property and casualty firms. Prior to starting his own firms, he was a financial services representative for New York Life and NYLIFE Securities.

Christopher had joined Concord Wealth Management in 2014 as a Financial Advisor. Christopher’s background, efforts and dedication quickly led him to an advisor coach role in early 2015, and then to Vice President shortly thereafter. He has been responsible for advisor development as well as growing his own client base. Christopher has a vast knowledge of Financial Services with areas of expertise that include investments, insurance, retirement planning, case design, and business strategies. He has received various distinctions for his work including Executive Council with New York Life in 2013.  He has also received the Penn Mutual’s Developing Sales Manager of the Year in two consecutive years, 2016 and 2017. He has received three designations in conjunction with The American College and National Association of Insurance and Financial Advisors; Life Underwriter Training Council Fellow (LUTCF), Chartered Life Underwriter (CLU), and CERTIFIED FINANCIAL PLANNER (CFP®). 

A graduate of Babson College in Babson Park, MA, Christopher earned his Bachelor of Science in Business Management with concentrations in Finance and Economics. He is a member of the National Association of Insurance and Financial Advisors (NAIFA) and GAMA International. He holds Financial Industry Regulatory Authority (FINRA) Series 6, 7, 63, and 65 licenses. Christopher’s hobbies include golfing and hockey. He resides in Charlestown, MA with his wife, Whitney and puppy, Cru.

GEOFFREY MISHKIN, CFP®

Financial Advisor

Geoff has committed his career to guiding clients to achieve their financial goals. Geoff studied at The University of New Hampshire where he obtained a bachelor’s degree in Business Administration with a concentration in Finance. After graduation Geoff started his career in corporate finance before joining Concord Wealth Management in 2018. After serving at Concord Wealth Management Geoff joined the Wood Wealth group because he is committed to acting as a fiduciary to help families and business owners with a comprehensive financial planning approach.

Through a comprehensive approach, Geoff has been able to impact the lives of his clients who don’t necessarily have time or knowledge to make their own financial plan. He has seen first-hand what happens when families are proactive about planning and when they are not. Geoff’s mission is to provide hard working families the opportunity to maximize their financial potential. 

Geoff is currently licensed in Life Insurance, Health Insurance, Property and Casualty Insurances and has attained the Series 6, Series 63 and 65 licenses for investment advisory work. He continued his professional development by obtaining the Certified Financial Planner designation.

ROBIN FAULKNER-HARRISON

Financial Advisor

Robin joined Wood Wealth Group because they are a team of financial professionals with values similar to her own. She believes that securing a person’s financial success involves a financial plan that is comprehensive, realistic, and based on the person sitting across from her. 

She has a passion for helping others and also enjoys using strategy to untangle complex situations. In 2012, she graduated from the University of Wyoming with a Bachelor of Arts in Criminal Justice with the intent of attending law school later. However, she discovered that her strengths are better suited for personal financial planning. 

With money being a common worry across many households and with the needs of each person being unique to them, Robin’s belief is that client-centered financial planning is the key to guiding more people to financial success. 

“There is no singular product or miracle investment strategy that will work across the board. Every person who sits across from me has a different experience with their money. They may all share common goals as far as accomplishing financial security or growing wealth, but the definition of ‘financial security’ and ‘wealth’ vary person to person. 

Each person also has different behaviors and different priorities. There is no way to create an effective financial plan by simply using a one-size-fits-all approach. The strategy used has to be effective for the person expected to utilize that plan.”

Robin offers services in retirement planning, estate planning, college planning, income protection, life insurance, asset management, and planning for all stages of life for individuals and families. She also holds her Series 7 - General Securities Representative - license which allows her to offer a broader range of investment tools when appropriate, including exchange traded funds (ETFs) and individual stock.