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Redwood Wealth Management

A fee-only, independent advisory firm

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Wealth Managers

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Wealth Managers

Shawn Meade CPA, MS, CFP®
Partner, Wealth Manager
Brian Huey MBA, CFP®
Wealth Manager

Financial Planners

Melissa (Missie) Beach CFP®, CDFA®
Director
Vincent Clark CFP®, EA
Senior Financial Planner
Pierre L. Sorée CFP®, MBA
Wealth Manager

Investment Department

Lane Steinberger DBA, MBA, CFA, CFP®
Partner, Chief Investment Officer

Operations

Lisa Edwards
Operations Manager
Nicole Meade PHR®, SHRM-CP, M.Ed.
Human Resource Development

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200 Milton Park
11175 Cicero Drive, Suite 510
Alpharetta, GA 30022
(P) 678-390-3300
info@redwoodwm.com

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