Profile
“Clients tell me all the time that they feel more connected, more informed, and more confident because of those little touchpoints. It’s a way to educate, stay visible, and reinforce that I’m here for them – not just at review meetings, but all year round”
Megan Dorn, Dorn Wealth Management
Rachel Biggerstaff is a partner and senior wealth advisor at Wood Financial Group, and stands as a model of excellence, empathy, and innovation in the US financial advisory landscape.
Unlike many peers, Biggerstaff entered the financial industry as a second career. Her transition was sparked by dissatisfaction with the advice she received during the tumultuous market downturns of 2000 and 2008. Seeking clarity and control of her finances, she dove into education, initially with no intention of launching a new career.
“What began as a personal journey has grown into a career centered around enabling others to feel confident and at peace with their financial decisions.”
Biggerstaff’s success is defined by a long-term mindset, both for her clients and her own career.
“There’s a deep sense of fulfillment that comes from helping individuals and families feel secure and empowered in their financial lives,” she says. “That ongoing impact — day in and day out — is incredibly rewarding and reminds me why I do this work.” This client-first philosophy is reflected in the lasting relationships and trust she inspires.
A hallmark of Biggerstaff’s leadership is her ability to balance strategic vision with relational depth. As both a team leader and a hands-on advisor, she navigates the challenge of developing a high-performing, collaborative team while delivering personalized advice to every client. She leverages technology to streamline operations, but not at the expense of the human touch, citing the need to be “analytical, intentional, and empathetic all at once”.
Professionally, Biggerstaff is distinguished by her capacity for deep listening. She takes the time to understand each client’s unique circumstances, aspirations, and concerns. “That foundation of trust allows me to craft tailored strategies that align with what matters most to them.”
Biggerstaff’s commitment to continuous learning and remaining ahead of the curve is another key to success. She stays abreast of market trends, regulatory changes, and economic shifts through ongoing education and active engagement with professional networks. This ensures her advice is not only relevant but forward-thinking, positioning her clients to navigate complexity and seize opportunity. During all client interactions, Biggerstaff believes in full transparency, even when conversations become difficult.
What truly distinguishes Biggerstaff is her holistic, value-driven approach. She views every client relationship as a partnership, and every career phase as a chance to grow and contribute.
“For me, delivering for clients means helping them grow financially while living the lifestyle they’ve envisioned,” explains Biggerstaff. “True satisfaction comes when clients feel confident, supported, and aligned with their financial plan.”
181 E. Main Street, Suite 7, Hendersonville, TN
615 826 5749
rachel@woodfinancialgroup.com
linkedin.com/in/rachelbiggerstaff
woodfinancialgroup.com
Rachel Biggerstaff
Partner and Senior Wealth Advisor
Wood Financial Group
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Bio
Milestones
“My clients are more like family, and I want to make sure I can provide real value to them”
Megan Dorn, Dorn Wealth Management
2012–2022
2022–Present
2011
2017
2020–Present
Started at Wood Financial Group as operations director overseeing all aspects of office management, including HR, client services, and marketing
2012–2022
Senior wealth advisor pursuing her true passion of helping her clients, teaching them, and instilling confidence in their retirement plans
2022–Present
Associate at IMK in Montreal
2011
Partner at IMK
Litigation Lawyer of the Year award from the Montreal Young Bar Association
Lawyer of the Year, Civil and Commercial Litigation from the Young Bar of Montreal
2017
Since 2020: Recognized by Benchmark Litigation and Best Lawyers in Canada 2021: Managing Partner at IMK
2025: Recognized by Lexpert
2020–Present
Assistant Vice President and Senior Broker at MJ Hall & Company since 2018
Present
Milestones
Aug 2022
Milestones
Sept 2021
Feb 2022
Apr 2022
Jul 2022
Aug
2022
Suncorp Bank introduces Solar Home Bonus offer for customers who are choosing renewable energy for their homes
Sept 2021
Month-on-month market share growth commences
Feb 2022
Suncorp Bank wins the Canstar award for most outstanding value in investment loans
Apr 2022
Suncorp Bank wins Money Magazine’s Bank of the Year and Business Bank of the Year awards for the fifth year in a row
Jul 2022
Suncorp Bank’s turnaround times are the lowest they have ever been. The lender becomes Australia’s first certified carbon neutral bank for both its operation and transaction services
Aug 2022
Milestones
As a founding member of WOW! (Women. Opportunity. Winning.), an employee resource group created for all women of Ryan Specialty, Phillips Topping has long championed for women in the industry.
“It’s very important to set an example and to not only inspire but mentor other females,” she adds.
In addition to her sharp marketing eye, the key to Phillips Topping’s success lies in her high-energy approach and positive attitude.
“As the leader of a team, it’s important to motivate and encourage your team members. People work very hard and do their best and it’s important to recognize these efforts. For my career overall, my attitude has been one of curiosity. The more you can learn, the better you’ll understand the business, and then the deeper your knowledge will become, making you a better team member.”
Chief underwriting officer of executive risk at Chubb
President of financial insurance solutions at Kemper
Chief underwriting officer at Axis Capital
CEO of global Insurance at Endurance
CEO of global Insurance at Sompo International
Despite facing industry biases, such as being mistaken for an assistant at events, she refused to let female stereotypes define her. Instead, she’s built a thriving network of women advisors and found a strong ally in Harbour Investments, which supports her growth as a leader, business owner, and mother.
Client satisfaction isn’t measured in Dorn’s office by closing ratios or one-time feedback – it’s reflected in loyalty, longevity, and referrals. Her communications strategy features handwritten and even hand-drawn birthday cards because in her words, “the little things matter”.
Another offering is short videos delivered a few times per month, providing quick updates on market changes, financial tips, or just simple reassurance during uncertain times.
She explains, “Clients tell me all the time that they feel more connected, more informed, and more confident because of those little touchpoints. It’s a way to educate, stay visible, and reinforce that I’m here for them – not just at review meetings, but all year round.”
Empowerment is an ambition of Dorn’s, believing that financial education leads to strong communities. However, she only works with individuals who match her values.
“I also don’t take on every prospective client who walks through the door. I’m intentional about making sure it’s a good fit on both sides,” she adds. “My clients are more like family, and I want to make sure I can provide real value to them. That means listening closely, being transparent, and never overpromising.”