Nelson is the 5th generation in his family’s firm, acting as Principal overseeing key strategic initiatives for the firm while still serving key client relationships. Whether diving into financial planning engagements or simply helping a client review their risk management strategies, Nelson helps add clarity to each client’s objectives and align them with the resources for accomplishing their goals with a focus on less risk, more efficiency and less tax. He holds his Series 6, 7, 63 and 65 securities licenses. He is a Dallas native, graduating from Cistercian Preparatory School and Texas A&M University with a Bachelors of Business Administration and Marketing.
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!
Jennifer Williamson’s professional journey is a testament to her unwavering commitment to making a meaningful impact on the lives of those she serves. With a foundation built in the bustling world of customer service and sales within the protein industry, Jennifer discovered her calling to broaden her influence, ultimately leading her to the Wood Legacy Group, where she now excels as a financial services professional.
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.

Erin Dobson serves as the Chief of Staff, Licensed Service Assistant, go to IT department, oversees the firm’s project management and provides vital support to Nelson Wood. With a passion for leadership and community impact, Erin brings a unique blend of experience and dedication to her role. She has a rich history of volunteerism and leadership across North Texas. For over a decade, she has organized and deployed thousands of volunteers to engage in projects that improve local communities. Erin has also served as treasurer for the Flower Mound High School Band and the Dallas Stars Warriors Disabled Veterans Hockey organization. Erin has also organized and led multiple medical mission trips to schools in some of the poorest slums of New Delhi, India, further demonstrating her dedication to making a difference beyond borders.
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.