REDW Wealth LLC

Bryan Giron is a financial advisor with REDW Wealth LLC in Albuquerque, NM, holding a Series 65 designation and 12 years of industry experience. He previously worked at Better Money Decisions from 2015 to 2023 before joining REDW Wealth LLC in 2024. REDW Wealth LLC provides personalized financial planning, investment advisory, and wealth management services to a diverse client base, including individuals, pension plans, trusts, charitable organizations, Native American tribes, and government entities. The firm emphasizes strategic asset allocation with tactical adjustments, primarily using exchange-traded funds and no-load mutual funds, and operates as a fee-based advisor with coordinated tax and advisory services through its affiliation with a CPA firm.

Scott Birmingham is a CFP® and ChFC® with 13 years of experience in financial advisory. He currently serves at REDW Wealth LLC and has prior experience with firms including Asset Management Resources, Wealth Enhancement Group, and TIAA-CREF. Additionally, he is president of Fair Share Divorces, LLC, a divorce consulting business based in Franklin, TN. REDW Wealth LLC offers personalized financial planning and wealth management services to a broad client base including individuals, pension plans, trusts, charitable organizations, and government entities. The firm emphasizes strategic asset allocation primarily through ETFs and no-load mutual funds and benefits from its affiliation with a certified public accounting firm, enabling coordinated tax and advisory services.

Dorine Sanchez is a CFP® professional with 20 years of experience in financial advising. She has been with REDW Wealth LLC since 2015, including its predecessor firm, and holds a Series 65 license. REDW Wealth LLC offers personalized financial planning, investment advisory, and wealth management services to a diverse client base, including individuals, pension plans, trusts, charitable organizations, and government entities. The firm emphasizes strategic asset allocation using primarily exchange-traded funds and no-load mutual funds, operating as a fee-based advisor and providing coordinated tax and advisory services through its affiliation with a certified public accounting firm.

James Karberg is a CFP® and holds the Series 66 designation, with 24 years of experience in the financial services industry. He is currently with REDW Wealth LLC and has held prior roles at firms including Avantax Advisory Services and 1st Global Capital. He also engages in the sale and servicing of fixed index annuities as part of his professional activities. REDW Wealth LLC offers financial planning, investment advisory, and wealth management services to a diverse client base including individuals, pension plans, trusts, and Native American tribes. The firm emphasizes strategic asset allocation with tactical adjustments, primarily using exchange-traded funds and no-load mutual funds, and is a wholly owned subsidiary of REDW LLC, a certified public accounting firm.

Roman Sandoval is a financial advisor with REDW Wealth LLC in Albuquerque, NM, holding Series 63 and Series 65 credentials and bringing eight years of industry experience. His prior work includes roles at BBVA Securities Inc., BBVA USA, BBVA Insurance Agency, Inc., New York Life Insurance Company, and NYLife Securities LLC. REDW Wealth LLC provides financial planning, investment advisory, and wealth management services to a diverse client base including individuals, pension plans, trusts, charitable organizations, small businesses, Native American tribes, and government entities. The firm emphasizes discretionary asset management with strategic asset allocation and tactical adjustments, primarily using ETFs and no-load mutual funds, and benefits from its affiliation with a certified public accounting firm for integrated tax and advisory services.

Lucas Clark is a financial advisor with REDW Wealth LLC, holding a Series 65 designation and currently entering his second year in the industry. His prior work experience includes roles outside the financial sector, such as operating Edisto Beach Surf Shop and involvement with Cloud Peak Legal, LLC. REDW Wealth LLC provides personalized financial planning and wealth management services to a diverse client base including individuals, pension plans, trusts, charitable organizations, small businesses, Native American tribes, and government entities. The firm focuses on strategic asset allocation with tactical adjustments and offers coordinated tax and advisory services as a subsidiary of a certified public accounting firm.

Seth Sas is a financial advisor with REDW Wealth LLC in Phoenix, AZ, holding a Series 65 designation. He joined REDW Wealth in 2024 and has prior experience at Redw, LLC, CBIZ, Inc., and several educational institutions. REDW Wealth LLC provides personalized financial planning and wealth management services to individuals including high-net-worth clients, as well as pension plans, trusts, charities, small businesses, Native American tribes, and government entities. The firm emphasizes strategic asset allocation with tactical adjustments, using primarily exchange-traded funds and no-load mutual funds, and operates as a fee-based advisor affiliated with a certified public accounting firm.

Jude Gleason is a CFP® professional with 31 years of industry experience, currently serving at REDW Wealth LLC. His career includes multiple tenures at REDW Wealth, as well as roles at Century Bank, First American Bank, BOK Financial Securities, Inc., and Charles Schwab. REDW Wealth LLC offers personalized financial planning and wealth management services to a diverse client base, including individuals, pension plans, trusts, nonprofits, small businesses, Native American tribes, and governmental entities. The firm emphasizes strategic asset allocation with tactical adjustments using primarily exchange-traded funds and no-load mutual funds, and operates as a fee-based advisor with coordinated tax and advisory services through its affiliation with an accounting firm.