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 industry experience. He is currently with REDW Wealth LLC and previously worked at firms including Asset Management Resources, LLC and Byb Financial Coach, LLC. He serves as president of Fair Share Divorces, LLC, a divorce consulting business based in Franklin, TN. REDW Wealth LLC provides personalized financial planning and wealth management services to a diverse client base that includes individuals, trusts, charitable organizations, and Native American tribes. The firm emphasizes strategic asset allocation with tactical adjustments and operates as a fee-based advisor with coordinated tax and advisory services through its affiliation with a certified public accounting firm.

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.

Douglas Hatcher is a CFP® professional with 26 years of industry experience, currently serving at REDW Wealth LLC. His prior experience includes roles at Avantax Advisory Services, Hatcher Financial, PC, and 1st Global Advisors, Inc. He is also a licensed insurance agent involved in indexed annuity sales. REDW Wealth LLC provides comprehensive financial planning and wealth management services to a diverse client base, including individuals, pension plans, trusts, and Native American tribes. The firm employs a strategic asset allocation approach with tactical adjustments, primarily using exchange-traded funds and no-load mutual funds, and operates as a fee-based advisor affiliated 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.

Carl Alongi is a financial advisor with REDW Wealth LLC in Albuquerque, NM, holding the PFS™ designation and Series 66 license. He has 23 years of industry experience, including 17 years at REDW Wealth (formerly REDW Stanley Financial Advisors). Outside of his advisory role, Alongi serves on the board of CPA Mutual Insurance Holding Co. and is a member of the advisory board for Titan Real Estate Development Fund I, II, and III. REDW Wealth LLC provides financial planning, investment advisory, and wealth management services to a diverse client base including individuals, pension plans, trusts, charitable organizations, and governmental entities. The firm emphasizes strategic asset allocation primarily through exchange-traded funds and no-load mutual funds, and operates as a fee-based advisor, integrating coordinated tax and advisory work through its affiliation with a certified public accounting firm.

Jude Gleason is a CFP® professional with 30 years of industry experience, currently serving at REDW Wealth LLC since 2021. His prior experience includes roles at Century Bank, First American Bank, and BOK Financial Securities, Inc. REDW Wealth LLC offers 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 strategic asset allocation with tactical adjustments and operates as a fee-based advisor, leveraging its affiliation with a certified public accounting firm to provide coordinated tax and advisory services.