Who We Are

Glad to Meet You.

At Performance Wealth, we believe that a person is more than just a net worth. Numbers are easy; we want to get to know you for you, cutting through the industry jargon and buzz words to get to the heart of what drives you.

No man is an island, and the same is true for Performance Wealth. We draw on a network of advisors and outside resources to ensure that you’re getting extensive expertise in any given field.  In fact, you can view some of “the Pit Crew”, including their bios, from Independent Financial Partners (IFP) below. It’s part of our commitment to do right by you, and if that means looking beyond our scope to other professionals in the industry, we’re happy to go that extra mile.

Performance Wealth was founded to get back to the basics of client service. You won’t find us pushing products or trying to sell you on unnecessary policies. Our priority is to take care of you by building a plan tailored to do just that.

We live and work by two simple words: “Never Quit.” From initial concept to execution, we want to see your plan achieve the success you’ve always dreamed of. And even when the work is done, what’s left is something more than just bank statements and figures; it’s a relationship between client and advisor that lasts for years to come.

Meet Shay Woodward

Shay Woodward

Shay believes that everyone has their own set of strengths and struggles, but by understanding them, he can build a synergistic team to better serve the goals and aspirations of his clients. He firmly believes that ideas and concepts presented to clients should simply make sense instead of being overly complicated with fancy language and beta coefficients.

Shay graduated from Jacksonville University in 1992 with his undergraduate degree and went on to earn his MBA from the University of North Florida in 1994.

Shay has been charged with a “Never Quit.” attitude. After more than 20 years of experience and being third generation in the financial industry, Shay has established “Performance Wealth” which exudes Shay’s deep desire to perform at very high levels in life, work, and play, which includes a love of performance automobiles.

You might find Shay traveling up and down the eastern half of the US, personally driving on as many road course tracks as humanly possible. Shay values time spent with family and is his kids’ biggest fan–he loves cheering them on as they participate in sports.

Once Shay has his sights set on a goal, whether with his clients or his family, it is his “Never Quit” mantra that makes sure it is seen all the way through to accomplishment.

Meet IFP: The Pit Crew

Kristy Kostner

Operations Specialist

Sarah Taylor

 Auditor

Octavia Smith

On-boarding Specialist

Scott Kaszyk

Technology

Aaron Gilman

Planning

Kelle Schnabel

Insurance Products

Securities offered through LPL Financial, member of FINRA/SIPC. Investment advice offered through Independent Financial Partners (IFP) dba Performance Wealth, a registered investment advisor and separate entity from LPL Financial.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: Florida, Virginia, Georgia, and South Carolina.

The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.