Tanya Steinhofer is a CFP® and CFA® credentialed advisor with 19 years of industry experience. She has been with Redwood Grove Wealth Management since 2009. The firm serves individuals and families, providing discretionary asset management and comprehensive financial planning. Redwood Grove Wealth Management emphasizes long-term, tax-efficient, low-cost strategies focused on diversification and Modern Portfolio Theory, primarily using index mutual funds and ETFs.

Daniel Tripp is a CFP® professional with seven years of experience in financial advisory roles. He has worked at Redwood Grove Wealth Management since 2021 and previously held positions at Thirty Mile Financial LLC and Yeske Buie Inc. Outside of finance, he owns and operates SoulFire AI Labs LLC, a software development business. Redwood Grove Wealth Management provides discretionary asset management and comprehensive financial planning to individual clients and families. The firm emphasizes diversified, tax-efficient, low-cost portfolios primarily consisting of index mutual funds and ETFs, guided by Modern Portfolio Theory and tailored to clients’ specific financial goals and risk tolerance.