With a solid foundation of teamwork, our practice draws on the skills and strengths of each member to achieve our collective goal of helping clients like you meet their financial goals. Together, we can help you feel more confident, connected and in control of your financial life.



Our advisors

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

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

Operations Director
Learn more about Daniel Molyneaux Visit Daniel Molyneaux's website

Demetri Karakasidis

Financial Advisor

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

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