MEET OUR TEAM

Truth be told, Nelson is a bit of a neat freak, always organizing things into a better, more clear reality. That is likely what makes him enjoy financial planning so much...planning is never done, only ongoing towards evolving goals and desires. Everyone’s life and goals are unique, but we all find ourselves running out of time and resources long before running out of ideas and opportunities to pursue. Nelson enjoys helping clients identify their non-negotiables and focus their talents, time and treasure towards those important things!

When he is not working, he is likely enjoying time with his wife Ali and their three children. His most favorite time is spent in the outdoors hunting and fishing. His least favorite time of the day is the 15 minute debate within his family of where to eat dinner!

Matt grew up in Richardson, Tx and went to Ouachita Baptist University to play baseball and study Finance and Marketing, in that order.

After a summer internship in 2005 with a large financial services firm, Matt realized this could be his calling if he didn’t end up playing Major Leage Baseball. A week after graduation in 2007 he found himself in the office bullpen with the other rookie financial advisors. As it turns out, financial planning and baseball have a lot in common. Just like a team has a roster of players with differing skillsets working towards a common goal, Planning allows us to utilize differing strategies to align with a client's purpose and vision.

If you can’t reach him in the office, he’s likely spending time with his wife, Jessica, and their 3 children. And between being a husband, father, and advisor he tries to make time for running and golf as often as he can.

Originally from Lexington, Kentucky, Jennifer’s family relocated to the Dallas area when she was young, following a brief and chilly stint in Wisconsin. She graduated from Plano Senior High School and embarked on her academic path at the University of Kentucky, earning a Bachelor's degree. Her pursuit of knowledge didn't stop there, as she went on to obtain a Master's degree from Louisiana State University.

Jennifer's early career saw her deeply involved in the health and fitness sector, where she worked with D1 football, volleyball, tennis, gymnastics, and basketball teams, as well as private clients. These unique and rewarding experiences shaped her ability to connect with people and understand their diverse needs. She then transitioned to the protein industry, serving prominent chain restaurants for over 15 years, where she honed her skills in customer service and sales.

The turning point in Jennifer's career came with the profound experience of becoming a mother to triplets. This life-changing event sparked a realization about the paramount importance of protection and planning for families and business owners alike. Driven by this newfound purpose, Jennifer shifted her focus to financial services, where she could make a difference in a more impactful way.

Now a key member of the Wood Legacy Group, Jennifer brings her extensive experience, passion, and dedication to every client interaction. She is committed to providing excellent client experiences and supporting families through all stages of life.

Jennifer currently resides in Dallas with her husband, Shelby, and their teenage triplets. Outside of her professional endeavors, she enjoys watching her kids play their favorite sports, playing tennis, and caring for their many adopted dogs. She is also an active volunteer, giving back to her community through involvement in her kids' school, the Junior League of Dallas, and the National Charity League.

With a rich history of diverse experiences and a deep-seated passion for helping others, Jennifer Williamson is poised to continue making a significant impact in the world of financial services with the Wood Legacy Group.

Her global perspective and deep empathy were shaped by a childhood spent moving around the world, instilling in her a belief that home is wherever your people are, and that human connections are what truly matter.

Erin is married to Wil, and together, they continue to be deeply involved in initiatives that enrich the lives of those around them. They have four young adult kids that keep life exciting. When she has “down” time, you can usually find Erin out running, biking or thinking about how she really should swim one of these days or trying to catch a standby flight to literally anywhere with a carry on and her best ride or die friend.

Beyond his professional achievements, Erik enjoys spending time with his family, including his wife, two sons, and their dog, Kevin. An experienced chef and audio engineer, he also engages in hobbies such as playing board games, D&D, and is an avid Lego enthusiast.