Kaz Woodward

Kaz plays a key role in educating prospective clients about Mercer Advisors services and thoughtfully matching them with the right advisor to help achieve their financial goals. He thrives on meeting new people and excels at breaking down complex financial topics into clear, relatable guidance.
Motivated by a mentor who was a financial advisor, Kaz began his career in the financial services industry in 2016. He joined Mercer Advisors in 2022 as part of the team from Heim Young and Associates.

Kaz holds a Bachelor of Science in personal financial planning from Missouri State University. He is a CERTIFIED FINANCIAL PLANNER® Professional, a Certified Private Wealth Advisor®, and holds the FINRA Series 66 license.

A native of Southwest Missouri, Kaz enjoys spending time outdoors with his wife, daughter, and son, especially at the lake or camping. He’s also a fan of sporting events and gives back to his community through volunteer work with Hope & Horizons and Man Up & Go.