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REDW Stanley Financial Advisors LLC is pleased to announce that it has received a recognition from the accounting and financial services industry. Accounting Today lists REDW Stanley Financial Advisors as 50^th among the top 150 firms by assets under management in The 2018 Top CPA Firms by AUM.*

“We believe in the clients we serve. Our core values start with putting their interests first, a practice that is supported firm-wide by our leadership and our culture,†said Paul Madrid, Principal and Head of REDW Stanley. “This recognition underscores the reward we get from helping to make a meaningful difference in our clients’ lives.â€

“REDW has always been a fee-only fiduciary advisor,†said Steve Cogan, Managing Principal of REDW LLC. “Our success is built on our outstanding professional team helping our clients with objective, unbiased information and advice.â€

Accounting Today received submissions from over 200 firms for its 12^th annual ranking. REDW Stanley is the only firm in New Mexico to make the list, and the only one in both New Mexico and Arizona in the $500-million-plus category.

REDW Stanley was also recently named to the 2018 Financial Times 300 Top Registered Investment Advisors.

For 20 years, REDW Stanley Financial Advisors has successfully advised some of the wealthiest individuals and families in the Southwest, as well as tribal entities, foundations and corporate clients to build and protect their wealth. To learn more about REDW Stanley Financial Advisors visit REDWStanley.com.

*Accounting Today Disclosure:

For our 12th annual ranking of CPA fims by assets under management, we received submissions from over 200 firms. Such a large number of firms means, among other things, wide diversity in practice structure and in the information submitted. In most cases, firm names are those of the financial planning subsidiary, not the affiliated CPA firm. Firms have reported either their overall chief executive, or the leader of the planning practice. For simplicity’s sake, we have listed both under “chief executive,” though many bear different titles. In cases where a leader was not identified, we identified the leader of the planning practice from public sources (usually the firm’s website). Many firms gave a date for the AUM figure they submitted; these varied widely, from the date of submission to a recent quarter-end, but in no case was it earlier than year-end 2017.

In cases where a planning firm is a subsidiary of a larger CPA firm, reporting practice varies: Some report staff and office figures for just the subsidiary, some just for the overall CPA firm, and some for both. In cases where we had a choice, we published figures from just the planning subsidiary. In addition, while most of the chief executives listed lead the planning practice, in some cases firms reported the managing partner of the larger CPA firm.

 This award does not evaluate the quality of services provided to clients and is not indicative of the practice’s future performance. It does not represent a client endorsement. Neither the CPA firms nor their employees pay a fee to Accounting Today in exchange for inclusion in the AT 150, nor was membership in any organization required.

Notes: Data provided by Audit Analytics, a premium online intelligence service that delivers audit, regulator and disclosure analysis to the accounting community. Reach them at (508) 476-7007, www.auditanalytics.com, or info@auditanalytics.com.

REDW LLC, one of the Southwest’s 10 largest certified public accounting and business consulting firms, as well as the leading firm serving tribes and tribal enterprises, is honored to announce its third year as an official sponsor of the Notah Begay III New Mexico Grande Slam golf tournament at Santa Ana Golf Club on July 2, 2018.

REDW Stanley Principal Paul Madrid, Notah Begay III and Stuart Paisano from the Pueblo of Sandia, winners of the 2018 New Mexico Grande Slam.

The New Mexico Grande Slam is a premier fundraising event for the Notah Begay III (NB3) Foundation, founded by Begay in 2005 to reduce obesity and type 2 diabetes among Native American youth. Each year, the tournament committee selects New Mexico nonprofits serving children to share in the proceeds. This year’s partner nonprofits are El Ranchito de los Niños, Keres Children’s Learning Center, Osuna Elementary School and the Pueblo of Zia Education Fund.

“It appears that we are going to raise over $250,000 for our causes,” said Begay. “That’s going to be money well spent. We are going to invest in these organizations that serve our kids.”

A portion of the tournament’s proceeds also funds the NB3 Foundation’s direct service programming. NB3FIT currently serves tribal communities in New Mexico. The core mission of the NB3FIT program is to help Native youth get more healthy and active through sports, such as golf, soccer and cross country. NB3FIT teaches about food and nutrition, leadership skills and cultural values like respect, self-persistence, teamwork and self-discipline.

Celebrity guests were also in attendance. Former NFL Chicago Bears and UNM football great Brian Urlacher and renowned recording artist Darius Rucker played in the charity tournament.

REDW and Notah Begay III formed a strategic partnership in 2016 with the shared goal of delivering a financial literacy program aimed at educating and empowering Native American youth. REDW and Begay, in close collaboration with Junior Achievement of New Mexico (JA NM), completed their second financial literacy program at the Santa Fe Indian School earlier this year. The Santa Fe Indian School was established in the late 1800s to educate the children of the southwest Native American tribes. For more information about the program, please contact REDW Principal James Montoya.

REDW LLC, one of the Southwest’s 10 largest certified public accounting and business consulting firms, is pleased to announce that Mike Chelius, CPA, a Principal in the Firm’s Albuquerque office, has graduated the Leadership New Mexico 2017/18 program.

Each year Leadership New Mexico (LNM) selects a class of 40-45 leaders from across the state for its 10-month Core Program. Participants are selected for their commitment, motivation and interest in serving New Mexico and shaping its future, for their demonstrated history of voluntary leadership in community activities, and their record of accomplishments within their organization. LNM helps future leaders gain exposure to critical issues and access to leadership opportunities.

When asked about the impact the program will have on his leadership style, Mike replied, “I’m more welcoming of new opportunities now, more willing to tackle the tough issues. We spent time in and got to know six different communities across New Mexico, from Taos to Las Cruces, and learned about what is important to them. This program is so important in helping New Mexico to make advances in health, economic development, education and environment.â€

As a principal of REDW, Mike has earned a reputation for his ability to creatively work with enterprises across New Mexico, helping them to preserve and grow their financial assets. He consults across a wide range of business needs, including corporate and personal tax planning, projections, retirement planning, and succession planning.

In 2017, Mike received the Outstanding Member in Public Practice Award by the New Mexico Society of CPAs. He has also taught as an adjunct professor at the University of New Mexico, and serves as a mentor in the Big Brothers Big Sisters organization Mentor 2.0 program.

REDW Wealth is pleased to announce that it has made the Financial Times’ FT 300 Top Registered Investment Advisors (RIA) list* for the fourth year in a row. REDW Wealth is the only New Mexico-based firm to be included.

REDW Wealth is an SEC registered subsidiary of REDW LLC, one of the Southwest’s 10 largest certified public accounting and business consulting firms. REDW LLC has offices in Albuquerque and Phoenix.

“To put it simply, our success comes from the clients we serve. We are truly honored to have our growth and expertise recognized by the Financial Times,†said Paul Madrid, Principal and Head of REDW Wealth. “To be selected as one of the top registered investment advisory firms, out of more than 2,000 across the nation, shows the level of high-quality service our talented team provides our clients.â€

More than 2,000 qualifying registered investment advisor (RIA) firms were invited to apply. To qualify, a RIA firm must have reported to the US Securities and Exchange Commission that they had $300 million or more in assets under management (AUM). Applicants were graded on six factors: their AUM; AUM growth rate; years in existence; advanced industry credentials of the firm’s advisers; online accessibility; and compliance records. There are no fees or other considerations required of RIAs that apply for the FT 300.

To learn more about REDW Wealth visit REDWWealth.com.

*FT 300 Disclosure:
The Financial Times 300 Top Registered Investment Advisers is an independent listing produced annually by the Financial Times (June, 2018). The FT 300 is based on data gathered from RIA firms, regulatory disclosures, and the FT’s research. The listing reflected each practice’s performance in six primary areas: assets under management, asset growth, compliance record, years in existence, credentials and online accessibility. This award does not evaluate the quality of services provided to clients and is not indicative of the practice’s future performance. Neither the RIA firms nor their employees pay a fee to The Financial Times in exchange for inclusion in the FT 300.

REDW LLC is pleased to welcome Natalie Arterburn as a Business Valuation & Litigation Analyst in the firm’s Phoenix office.

Natalie is a recent graduate of Arizona State University’s W.P. Carey School of Business, where she majored in Finance and minored in Sustainability. Her work experience includes serving as a Treasury & Corporate Finance Intern and as an intern with a Financial Advisory/Capital Management firm, in addition to many years working part-time as an administrative and finance assistant in her family’s hardware business. Natalie’s active involvement with organizations that help children in the foster care system and teens with autism also resonates with REDW’s commitment to supporting the communities in which we live and work.

For more information about REDW’s Valuation and Forensic & Litigation services in Phoenix, contact Brian Foltyn at bfoltyn@redw.com.

REDW LLC is pleased to welcome Chris Pasheilich as an Audit Associate in the firm’s Albuquerque headquarters.

A graduate of Clemson University’s College of Business and Behavioral Science in South Carolina, Chris holds both a Master of Professional Accountancy and Bachelor of Science in Accounting. He gained valuable experience working as an Audit Intern for a CPA firm in Florida, where he performed a variety of audit, review and compilation procedures and discovered how a career in Audit would combine his two passions—accounting  and travel. In his prior position as an Office Assistant for a hotel in South Carolina, Chris also assisted with a wide array of general accounting duties. While at school, Chris served as the Community Outreach Chair for Graduate Student Government, where he organized and supported numerous charitable events—activities that also resonate with REDW’s commitment to supporting the communities in which we live and work.

For more information about the array of Audit & Assurance services provided by REDW, please contact Mike Allen at mallen@redw.com.

Paul Madrid, Principal and Practice Leader at REDW Stanley Financial Advisors, LLC, an SEC-registered investment advisory firm subsidiary of REDW LLC, has been awarded the Accredited Investment Fiduciary Analyst® (AIFA®) designation from the Center for Fiduciary Studies®, the standards-setting body for Fi360. The AIFA designation signifies the ability to perform fiduciary assessments that measure how well investment fiduciaries are fulfilling their duties to a defined standard of care. This designation is the culmination of a rigorous training program, which includes a comprehensive, closed-book examination under the supervision of a proctor, and agreement to abide by its Code of Ethics and Conduct Standards. Continuing education and adherence to the Code of Ethics and Conduct Standards are also required on an ongoing basis to maintain the AIFA designation.

Since joining REDW Stanley Financial Advisors in 2008, Paul has provided adept and attentive service to a wide range of clients, from individuals to large institutions with assets up to $21 billion. Paul also acts as an investment consultant to large government institutions and Native American tribes, providing support to internal audit services, assistance with investment policies, asset allocation design, reviews of investment providers, and trainings on investments and fiduciary responsibilities. As a Principal and former Chief Investment Officer, Paul is a voting member of the REDW Stanley Investment Committee and helps to lead the firm’s investment process.

In addition to earning his AIFA® credential, Paul is a Chartered Financial Analyst® (CFA®) charterholder and member of the CFA Institute and the CFA Society of New Mexico, as well as a Certified Financial Planner® (CFP®) professional.

About Fi360

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