Our Team

Woodstone uses a team approach to work towards your most important financial goals.  Together our team of financial advisors, based in Asheville, NC, regularly reviews and monitors your progress with you, and we believe in collaboration and coordination with other members of your advanced planning team. Learn more about Advanced Planning.

Joel Kelley, CFP®

Founder & Principal

In 50 Words Or Less: I come from a family of teachers, so client education is a priority for me.  In fact, I hope our clients consider me as a teacher.  My life is balanced with hard work, hard play and family time- for me there is no better place than the Blue Ridge Mountains.

Credentials: I am a CERTIFIED FINANCIAL PLANNER™ practitioner; a National Association of Personal Financial Advisors (NAPFA) Registered Advisor; member of the Financial Planning Association (FPA) and the American Institute of Certified Public Accountants (AICPA) Personal Financial Planning (PFP) Section.

Experience: I founded Woodstone Financial, LLC in June, 2003, after a career as a teacher and geologist. As Principal of the firm, I specialize in educating my clients and working with them as they pursue the achievement of their most important financial and personal goals.  Advanced planning strategies are often utilized to design solutions for income tax and estate planning as well as risk management and investments.

Education: I hold both Bachelor’s and Master’s degrees from the University of Georgia.  In addition, I completed the CFP Board-Registered Program at Kaplan University.  As a CERTIFIED FINANCIAL PLANNER™ practitioner and National Association of Personal Financial Advisors (NAPFA) Registered Advisor, I regularly complete at least 30 hours of additional continuing education courses annually.

Volunteer: I currently serve as a board member and as the board treasurer for Eliada Homes

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Money has never made man happy, nor will it, there is nothing in its nature to produce happiness.  The more of it one has the more one wants.” – Benjamin Franklin

Jacob Sadler, CFP®

Associate Financial Advisor

In 50 Words Or Less: My family and friends call me Jake.  When I’m not in the office I’m spending time with my wife, working around our house or mountain biking out on the trails around Asheville.  I invested in my first mutual fund at the age of 15 with savings from my first job.

Credentials: I am a CERTIFIED FINANCIAL PLANNER™ practitioner; and an affiliate member of NAPFA, the National Association of Personal Financial Advisors.

Experience: I joined Woodstone Financial in 2011.  As an associate advisor I take a lead role with our client service requests; and directly assist clients with financial planning, and investment management.

Education: I hold Bachelor’s degree from Appalachian State University and a Master’s degree from the University of Georgia.  I studied human and economic geography (feel free to ask!) and I am also a published peer-reviewed author in this field of study.  In addition, I completed the CFP Board-Registered Program at The American College of Financial Services.  As a CERTIFIED FINANCIAL PLANNER™ practitioner, I complete at least 30 hours of additional continuing education courses annually.

Volunteer: I am a current member of Leadership Asheville class 35

Nothing Happens Unless First a Dream.” – Carl Sandberg