20+
Years
Total Experience
REDW Financial Advisors & CPAsFinancial advising, accounting, tax, valuation, and wealth management
Meet Misty
Misty brings a wealth of administrative experience in wealth management, finance and accounting to her role as a Client Service Associate with REDW Wealth. She is responsible for facilitating client onboarding, assisting with billing and report generation, and helping to ensure the smooth and efficient operation of the firm’s Wealth Management practice—all while delivering an exceptional experience to clients and colleagues alike.
Financial Planning
However complex or simple your financial transactions may be, and whatever the level of wealth you’ve attained, our advisors are ready to partner with you to develop a plan tailored to your specific needs and goals.
