Wynd Capital & Wynd CPA
Trusted Partners in Tax Planning & Investment Management
It is our privilege to serve this exceptional community. Many of our clients are multi-generation families with deep roots in Franklin, Tennessee, and we are honored to have earned their trust over the years. As our firm has grown, so has our reach—extending our personalized approach and disciplined financial guidance to families and businesses across the country.
Financial Planning | Strategic Tax Planning | Investment Management | Estate Planning | Retirement Planning
TEAM
Our Leadership Team
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Ben Wynd | Owner & CPA
Licenses | CPA & IAR
Ben Wynd, CPA, is a licensed Investment Advisor Representative with extensive experience in finance, accounting, investing, and taxation. He brings a strong technical and analytical background developed through decades of work in both corporate and advisory settings.
Ben previously served as Director of Financial Reporting at Tenet Healthcare/Vanguard in Nashville, where he played a key role in the company’s SEC filings, including its 2011 initial public offering, comprehensive debt refinancing, and acquisition due diligence. His earlier career includes roles with national accounting firms in taxation, audit, and M&A due diligence, as well as financial work for the 2002 Olympic Winter Games in Salt Lake City.
He has served on several boards, including Franklin Financial Network, Inc. (NYSE: FSB), where he chaired both the Audit and Regulatory Compliance Committees, and has contributed to multiple nonprofit and community organizations throughout Williamson County.
Ben and Rebecca live in Franklin, Tennessee, and are proud parents of two college-aged children, Mckayla and Eli. Their faith in Jesus Christ guides their family life and community service, including their leadership in developing the Wilkins Branch Mountain Bike Park in Leiper’s Fork. An Eagle Scout with a lifelong love of the outdoors, Ben enjoys nature, travel, and giving back to the communities that have shaped their journey.
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Trish Richard
Tax & Accounting Manager
Licenses | Enrolled Agent
Trish is an experienced Tax and Accounting Manager with 37 years of expertise in tax compliance, financial reporting, and strategic planning for individuals and businesses. She leads the accounting team with a focus on precision, professionalism, and client success.
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Amanda Wolfe
Tax Manager
Amanda is a seasoned Tax Manager with over 24 years of experience in partnership, corporate, and individual taxation. She specializes in compliance, tax planning, and partnership transactions, serving small businesses, real estate ventures, professional firms, and high-net-worth clients. Amanda leads the tax team and excels in managing complex engagements with precision and insight.
ADVANTAGES
Committed to excellence
Partnering with a CPA and licensed tax professionals who also serve as your financial advisors offers a powerful advantage. It brings together two disciplines that are often treated independently, yet inseparable when it comes to long-term planning. By aligning financial strategy with tax expertise, our team helps make smarter, more integrated decisions, maximizing impact and minimizing risk.
01
Integrated Planning
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Investment decisions always have tax implications, and tax strategies often depend on the investment choices made.
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Our advisors can evaluate both sides at once, ensuring that portfolio allocations, Roth conversions, charitable giving, and estate strategies align with your tax picture
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Tax-Efficient Wealth Management
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When we wear the advisor hat, we can design portfolios that minimize taxes (asset location, harvesting losses, muni bonds, etc.).
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We can also structure business sales, retirement distributions, and gifting strategies in ways that most investment-only advisors may overlook.
03
Holisitic View of Finances
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You avoid “siloed advice” where an advisor recommends one thing and your tax preparer pushes back later.
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Our team seeks to see your entire financial picture: investments, retirement accounts, real estate, business ownership, trusts, and annual tax returns.
04
Fewer Surprises at Tax Time
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Since the same person manages both your financial strategy and tax reporting, the risk of missed information is reduced.
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There’s less scrambling at year-end because planning conversations are already built into the relationship.
05
Continuity & Efficiency
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CPAs are uniquely positioned to handle complex structures (LLCs, partnerships, S-corps, trusts) and integrate those with your personal investment plan.
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Our team can help with succession planning, estate planning, and charitable structures—all while keeping the tax consequences in check.
06
Specialized Planning
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One professional relationship with our firm, reduces the chances of a disparate duplication of efforts across multiple advisors.
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Documentation, reporting, and compliance are smoother because the same team already knows the numbers behind your investments, your trusts, your businesses, and your taxes.
ABOUT
About our Business
We are honored to serve this remarkable community. Many of our clients are legacy families who are deeply rooted in the fabric of Franklin, TN, and it’s been a privilege to build lasting relationships with them over the years. As our reach has grown, so has our client base, now spanning families and businesses across the United States.
Partnering with a CPA and licensed tax professionals who also serve as your financial advisors offers a powerful advantage. It brings together two disciplines that are often treated independently, yet inseparable when it comes to long-term planning. By aligning financial strategy with tax expertise, our team helps make smarter, more integrated decisions, maximizing impact and minimizing risk.
BEN WYND
Meet Ben Wynd
CPA & Financial Advisor
Ben Wynd, CPA and a licensed Investment Advisor Representative, has extensive technical and analytical skills and brings considerable experience in various fields of technical finance/accounting, investing, and taxation.
Ben was heavily involved in Nashville's healthcare industry as the Director of Financial Reporting at Tenet Healthcare/Vanguard. While at Vanguard he was actively engaged in working on the Company’s SEC filings, including Vanguard’s initial public offering in June 2011, comprehensive debt refinancing, overseeing the financial reporting of the Company’s health plans and supporting acquisition due diligence. His experience also includes working with national accounting firms (Taxation, Audit and Acquisition Due Diligence), as well as with the 2002 Olympic Winter Games in Salt Lake City, Utah.
Ben served on the Board of Directors for Franklin Financial Network, Inc. (NYSE: FSB) where he was both the Audit Committee Chairman and the Regulatory Compliance Chairman, was a Board Member for Outdoor Encounter (a community benefit non-profit organization) and served as a Director on Williamson County’s initial Sports Authority.
Ben and his wife, Rebecca, live in Franklin, Tennessee, and are proud parents of two college-aged children, Mckayla and Elijah. Their love for Jesus Christ is at the heart of everything they do - from family life to community service. Together, Ben and Rebecca played a leading role in the design and development of Wilkins Branch Mountain Bike Park in Leiper’s Fork, TN, among other local initiatives that reflect their commitment to stewardship and service.
An Eagle Scout with a lifelong love of the outdoors, Ben enjoys spending time in nature, traveling with his family, and giving back to the communities that have shaped their story.
BENEFITS
Why choose us
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TESTIMONIALS
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