We're Here for You
Use the links below to conveniently schedule a phone, virtual, or in-person meeting with one of us. 

Book a meeting with Mike

Book a meeting with Todd

Book a meeting with Matt

BOOK A MEETING WITH CORY

book a meeting with jake

Why Redwood?

Redwood Financial Strategies offers a personal financial concierge model designed to help clients
achieve their financial goals and life dreams. 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.

 

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.

Find out how Redwood Financial Strategies can help you with your retirement income goals.

Give us a call today!
​262.894.5741

Michael J. Reisel, President & Founder
Redwood Financial Strategies

​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
educated, 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
education, guidance, and trust.

More about Michael

Julie Gagnon, Director of Client Experience
​Redwood Financial Strategies

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.

More About Julie

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Todd Blazei, Partner & Advisor
Redwood Financial Strategies

Todd joined Redwood Financial Strategies in August 2020, drawn to the firm’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. 

More about Todd

Matt Fechter​, Partner & Advisor
​Redwood Financial Strategies

Matt is passionate about helping clients build and achieve their financial goals. He finds great satisfaction in empowering 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.
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He joined Redwood Financial Strategies in December 2021, drawn to founder Michael Reisel’s personal financial concierge approach and the firm’s mission to help clients “Continue Building a Meaningful Life.”

More about Matt

Cory Spencer​, Partner & Advisor
​Redwood Financial Strategies

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 joined Redwood Financial Strategies in August 2022, 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.

More about Cory

Jake Menden​, Partner & Advisor
​Redwood Financial Strategies

In January 2024, Jake joined Redwood Financial Strategies, drawn to the firm’s independent model and commitment to serving clients differently. At Redwood, 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 eliminates many of the conflicts
found in traditional advising, waives commissions where possible, and ensures clients keep more of their money working for them. Jake is passionate about helping families and businesses experience what it means to be part of a truly client-first financial community.

More about Jake

Stan Sakalowski​, Partner & Advisor
​Redwood Financial Strategies

Coming Soon!

More about stan

Jarret McFarland, Partner & Advisor
​Redwood Financial Strategies

Coming Soon!

More about Jarret

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 complimentary, no-obligation guide, 10 Steps to a Successful Retirement, to help answer these important questions and plan with confidence.

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