Your goals guide everything we do, and our team approach helps us see them from every angle. By collaborating closely and sharing our experience, we strive to offer more thoughtful, well-rounded advice. The result? Clearer decisions, fewer blind spots and a financial plan that helps you move forward with confidence and a stronger sense of control.

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Team photo for Redwood Wealth Advisors
Team photo for Redwood Wealth Advisors

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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
Advisor photo for Terry Lee

Terry Lee

AAMS®

Financial Advisor

Learn more about Terry Lee Visit Terry Lee's website
Advisor photo for William Heider

William Heider

CFS®

Financial Advisor

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

Daniel Molyneaux

BFA, APMA®

Financial Advisor

Operations Director
Learn more about Daniel Molyneaux Visit Daniel Molyneaux's website
Advisor photo for Demetri Karakasidis

Demetri Karakasidis

BFA, APMA®

Financial Advisor

Business Development Director
Learn more about Demetri Karakasidis Visit Demetri Karakasidis'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