The intellectual capital of Redwood

Few firms can match the intellectual capital of Redwood Wealth Management. Every wealth manager at Redwood holds a post graduate degree and has extensive work experience, often with Fortune 500 companies. To help clients navigate the increasingly complex world of taxes, the firm boasts CPAs with expertise in all types of business entity and personal taxation. The wealth managers have also completed the rigorous requirements for the CERTIFIED FINANCIAL PLANNER™ designation and the Investment Committee is chaired by a Chartered Financial Analyst^®.

Raj Chokshi CPA, MBA, CFP® Partner, Senior Wealth Manager	Shawn Meade CPA, MS, CFP® Partner, Senior Wealth Manager
Lane Steinberger CFA, MBA, CFP® Partner, Chief Investment Officer	Erin McHugh MS, CFP® Wealth Manager
Larren Odom MBA, CFP® Wealth Manager	Brian Huey MBA Wealth Manager
Traci Martin Director of Operations	Shruti Chokshi Executive Assistant
Kelly Ebersole Administrative Assistant	Ross Hughes Portfolio Analyst