Why Redwood?
Redwood Financial Strategies offers a personal financial concierge model designed to help clients achieve their financial goals. With a limited number of members, Redwood is able to spend more time collaborating with each client on the decisions that matter most. The team treats every client like family, guiding them every step of the way on the path to financial and life success.
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Why Change to a Personal Financial Concierge?
Redwood Financial Strategies isn’t a typical advisory firm. Each client is paired with a personal financial concierge. This means Redwood welcomes any question or concern about a client’s finances, whether it’s a single inquiry or a more complex planning issue that impacts their financial future. The team does not limit itself to the accounts or funds held within the firm; instead, Redwood creates individualized and unique plans designed to provide clients with the most value for their evolving financial situations.
We're Here for You
Stay in touch—we love hearing from you! As your personal financial concierge, we’re always eager to connect. Give us a call, email us, book time on our calendars, or fill out the form below, and we’ll get back to you as soon as possible.
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Adaptive by nature, Mike founded Redwood Financial Strategies to evolve the traditional financial advising experience. He wanted to create something different—an environment where clients feel informed, confident, and cared for in ways they may never have before. Mike’s inspiration came from seeing how financial instability impacts people’s well-being. Recognizing that financial literacy is rarely taught, he made it his mission to bring clarity through informational resources, guidance, and dedication.
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Julie is the Director of Client Experience on Mike’s team and ensures every interaction with Redwood Financial Strategies reflects the firm’s commitment to exceptional service. With more than 20 years of experience in training, leadership development, and customer success, Julie brings a thoughtful, organized approach to helping clients feel supported and confident in their financial journey.
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Todd was drawn to Redwood’s client-focused approach and commitment to clear, tailored financial guidance. Throughout his career, Todd has supported Fortune 500 companies and their employees both as an actuarial consultant and as Vice President of Compensation and Benefits. Most recently, he served at Fiserv, Inc., where he chaired the Investment Committee for the company’s 401(k) and retirement programs.
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Matt is passionate about helping clients build and achieve their financial goals. He finds great satisfaction in helping empower others to take charge of their financial future through knowledge, expertise, and clarity—values that led him to pursue a career as a financial advisor. He was drawn to Redwood’s personal financial concierge approach and the firm’s mission to help clients, “Continue Building a Meaningful Life.”
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Cory enjoys helping clients navigate the “what ifs” of their financial plans. He values getting to know clients personally and making them feel involved in the process—an approach that inspired him to become a financial advisor. He was drawn to the firm’s ability to combine the investing capabilities of a large firm with the personalized service and small-firm feel that clients appreciate.
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Stan joined Redwood Financial Strategies in October 2023 to be part of a firm that shares his commitment to personalized, transparent financial guidance. He specializes in retirement planning, insurance solutions, employee benefits, and investment strategies designed to align with each client’s unique goals and circumstances.
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Jake was drawn to Redwood’s independent model and commitment to serving clients differently. He provides concierge-style service where members are treated like family, receiving customized financial planning, unique investment opportunities, and transparent flat-fee pricing. This approach helps to eliminate many of the conflicts found in traditional advising, waives commissions where possible, and helps clients keep more of their money working for them.
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Jarret McFarland brings more than 12 years of experience in wealth management, retirement planning, and financial advisory services. He helps clients build long-term financial stability through thoughtful, individualized strategies in investment planning, legacy planning, defined contribution plan management, and risk management.
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Find out how Redwood Financial Strategies can help you with your retirement income goals.Give us a call today!
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Are You Prepared For Retirement?
You’ve probably been thinking about retirement for years, but as it gets closer, the details start to matter. How much income will you have each month? Is that money guaranteed or could it fluctuate? How do you want to spend it?
Download our no-cost, no-obligation guide, 10 Steps to a Successful Retirement, to help answer these important questions and plan with confidence.
Download our no-cost, no-obligation guide, 10 Steps to a Successful Retirement, to help answer these important questions and plan with confidence.
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Location:
249 Pawling Ave., Suites 201-205, 208-210, Hartland, WI 53029
249 Pawling Ave., Suites 201-205, 208-210, Hartland, WI 53029
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