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Tricia Carter Wood

Tricia Carter Wood

Founder, Wealth Advisor

Tricia offers consultative financial strategies to clients, with concentrations among physicians, business owners and women. She has been advising clients on how to navigate retirement decisions for more than 20 years. She is focused on helping individuals and families through major financial transitions in their lives. She is licensed as a Life and Health Insurance Agent in Texas and holds Series 7 and 66 securities registrations, as well as Medicare Certification. 


In addition to her successful career, Tricia has made an impact on people's lives with her dedicated volunteer efforts in the Fort Worth & the Milam County communities. She is active in various organizations, having served on the boards of the Ronald McDonald House, former board president of the Aledo Education Foundation The Parenting Center and Samaritan House. She is currently on the board of Cameron ISD Scholarship Foundation.


Tricia enjoys providing insight into building a successful wealth planning through speaking to various groups nationwide as an industry leader, inspiring women and providing education on proper retirement planning.

Of all of her achievements and honors, Tricia is most proud of her husband Brett, a retired USMC MSGT, oldest son Adam and legacy of Haber Wealth Management and youngest son Corbin living his best life as a business owner in Wyoming.