Mike Carl, Founder
Mike Carl is the founder of Redwood Advisor Services and currently serves as President and CEO of Redwood. Redwood helps build and run highly efficient wealth management firms. Our primary focus is working with independent advisors seeking to build their own RIA. In addition, Mike has worked with more than 400 individual advisors, RIAs, bank/trust institutions and family offices helping them achieve their goals.
Prior to Redwood, Mike worked at Charles Schwab in the advisor services custody division. During his tenure at Charles Schwab, he was responsible for project planning the establishment of hundreds of diverse advisory firms. This role involved coordination of building the advisory firm, onboarding advisors and staff, transitioning client assets and putting the tools and vendor relationships together that led to maximum efficiency and profitability.
Mike is from Milwaukee, Wisconsin, is a proud graduate of the University of Wisconsin-Madison and achieved his CIMA designation at the University of Pennsylvania’s Wharton School of Business. He currently lives in Barrington, Illinois with his two children Abby and Jack.
Michael DeMent, Marketing
Michael helms the brand identity and marketing efforts at Redwood, from logo creation to website design. He's an award-winning visual artist with more than 15 years of experience in financial services marketing for high-profile brands such as Discover Card, USAA and Nationwide Insurance.
Outsourced Compliance Consulting Services Team
Redwood recommends the outsourced compliance services of an extremely experienced team. As opposed to one individual, you receive support from an entire team of individuals. The head of this compliance team will act as the chief compliance officer of your RIA firm verses other solutions that provide compliance information but require the RIA owner to be their own CCO. They have over 30 years of experience working with financial advisors and support hundreds of advisory firms.
Ignatius “Iggy” Czerpak, Accounting and Bookkeeping
With 27 years of accounting experience in manufacturing, distribution and retail companies, Iggy is vital to the Redwood team. He’s a controller, accountant, bookkeeper and small business consultant with over 7 years of experience serving broker dealers, investment advisors, law offices, healthcare practitioners and professional consultants.
Dave Nazha & John Sikaras, Network Design & IT Security
Dave, John and their team brings an extensive background in technology consulting, computer system and software design, network infrastructure design, installation and administration. They have over a decade of experience in deploying technology to address issues specific to the financial services market and independent investment advisors. They currently support firms ranging from 5 to 1000+ employees.