Chip founded Redwood Financial Inc. in 2002 to help individuals, families and small-business owners work toward preserving their wealth.
Chip is a skilled listener who places great emphasis on analyzing client needs and objectives before formulating appropriate investment strategies. His clients may benefit from his experience gained over 40 years in the financial services industry.
Chip was formerly a Vice President of Investments with UBS Financial Services Washington, DC. His first Redwood Financial, Inc. office was in Rockville, Maryland. Chip moved to Frederick County Maryland in 2015 and established his office outside Jefferson.
Chip is among a limited group of advisors offering Dimensional Fund Advisors (DFA) mutual funds through LPL Financial.
He holds multiple securities registrations, including FINRA Series 07, 24, 63, and 65 securities registrations with LPL Financial.
In his spare time Chip and his wife Peggy enjoy adding to their list of visited national parks as well as hiking locally. He also enjoys supporting the sports teams of his alma mater, the University of Virginia.
I design an investment plan for you based on my understanding of your situation and your goals. I build the plan using a responsible, research-based method. I strive to protect your wealth, and your future, through a disciplined, structured approach. My goal is to help you be prepared, so you can stick with your plan.
Please read more about my process by clicking the link below: