Our advisors

Advisor photo for Jason Betz

Jason Betz

CFP®, BFA, CFS®, AAMS, APMA

Private Wealth Advisor

President of Redwood Wealth Advisors
Learn more about Jason Betz Visit Jason Betz's website
Advisor photo for Matthew Mc Menamy

Matthew Mc Menamy

CFP®, CRPC, ChFC®, CFS®, APMA

Private Wealth Advisor

Vice President of Redwood Wealth Advisors
Learn more about Matthew Mc Menamy Visit Matthew Mc Menamy's website

Daniel Molyneaux

BFA, APMA

Financial Advisor

Learn more about Daniel Molyneaux Visit Daniel Molyneaux's website
Advisor photo for William Heider

William Heider

CFS®

Financial Advisor

Learn more about William Heider Visit William Heider's website


Our team

Denise Curry

Denise Curry

Client Service Manager

Kristin Betz

Kristin Betz

Client Service Specialist

Maggi Torres

Maggi Torres

Client Service Coordinator