REDW Advisors & CPAs Expands its Physical Footprint, Formally Opens New Office in Oklahoma City
(OKLAHOMA CITY – Oct. 1, 2024) — REDW Advisors & CPAs is pleased to announce that its team based in Oklahoma has formally moved into a new office located at 211 N. Robinson Ave., Suite N150 in Oklahoma City. The 3,126-square-foot space will initially support 22 total REDW employees and allows room for continuous growth. 12 employees will work on-site either full-time or in a hybrid capacity. REDW Principal Kyle Stewart, who is a leader in REDW’s Audit and Advisory practice, will lead the office, which provides significant services to the 38 federally recognized Tribes in the state and their diverse enterprises in the region. Other key leadership in the Oklahoma City office includes Principal Kevin Huddleston, who specializes in Tribal gaming as a leader in the firm’s Client Advisory and Accounting group, and Principal Victor Flores, who has been with REDW since its initial expansion into Oklahoma in 2020.
In addition to extensive work with Tribes, REDW Advisors & CPAs is also known for providing comprehensive advisory and specialized expertise to a variety of industries in the region and across the nation. Those include cybersecurity; business valuation, forensics and dispute advisory; transaction advisory; specialized state and local tax and incentives services; personal financial planning; human resources consulting and compensation studies; business software and digital decision-making support; outsourced client accounting from bookkeeping and controllership to chief financial officer services; personal financial planning and wealth management bundled with tax planning and compliance; policy and procedures support; and internal audit with a solutions-based consultative approach.
Stewart and his team were joined by executive leadership, clients, and community partners to celebrate the opening on September 25, during which time they welcomed guests from local Tribes and their gaming enterprises as well as the Chamber of Commerce. The event featured floral arrangements from Curbside Flowers, a non-profit organization that provides education, employment, and training to individuals transitioning out of homelessness in Oklahoma City. Each bouquet was hand-assembled by participants in their job skills program.
“This office marks a major milestone for REDW,” said Stewart. “Prior to the opening, our team utilized shared space with another firm since moving into the market in 2020. Our new Oklahoma City office is a testament to the work of our local team and continues REDW’s strategic expansion nationwide.”
The Oklahoma City office announcement comes at a time of tremendous growth for REDW. In September, REDW Advisors & CPAs announced that Phoenix-based firm Hatcher Financial joined REDW, increasing REDW’s Phoenix office to 114 team members and nearly 350 team members across its national and international footprint. Through the acquisition, Hatcher Financial, which provides tax and accounting services as well as a suite of wealth management and financial planning to its clients, will join REDW Wealth LLC, an SEC-registered investment advisory firm subsidiary of REDW Advisors & CPAs with more than $1 billion in assets under management. In addition, in late 2023 REDW announced the opening of its first Pacific Northwest office via an acquisition with Oregon-based Grove, Mueller & Swank, P.C., as well as its acquisition of Edwards, Largay, Mihaylo & Co. in Phoenix in 2022.
About REDW Advisors & CPAs (REDW LLC)
Founded in 1953, REDW is celebrating more than 70 years of trusted expertise and growth. From its offices across the Southwest and Pacific Northwest, nearly 350 professionals serve the audit, tax, cybersecurity, business, and financial needs of a wide range of clients, both regionally and nationally, including mid-market businesses, construction & real estate, technology, healthcare, hospitality, professional service providers, and government, including Tribal Nations and their enterprises. The firm takes pride in attracting top talent from across the country who see REDW as a place where they can grow both personally and professionally. For more information, learn about REDW, the firm’s history, or connect on linkedin.com/company/redw.
About REDW Wealth LLC
Founded in 1997, REDW Wealth LLC is an SEC-registered investment advisory firm subsidiary of REDW LLC. With offices in Albuquerque and Phoenix, the REDW Wealth team provides financial planning, investment management and consulting, and estate planning services to individuals, families, businesses, institutions, and Tribal entities and has more than $1 billion in assets under management. For more about REDW Wealth, visit redw.com/wealth or follow us on linkedin.com/company/redw-wealth-llc.
© 2024 REDW Wealth, LLC. This content is intended for informational and market commentary purposes only. The information contained has been prepared without regard to any investor’s objectives, financial situation, or needs. Accordingly, investors should not act on any recommendation (express or implied) or information in this material without obtaining specific advice from the financial professional(s) of their choosing and should not rely on information herein as the primary or sole basis for their investment decisions.
Information contained herein is based on data obtained from recognized statistical services, issuer reports or communications, or other sources believed to be reliable. However, such information has not been verified, and the firm makes no representations or warranties or takes any responsibility as to the accuracy or completeness of any recommendation or information contained herein. Any statements nonfactual in nature constitute only current opinions, as of the date of publication, which are subject to change without notice. Neither the information nor any opinion expressed shall constitute an offer of investment advisory services, an offer to sell or a solicitation or an offer to buy any securities, commodities or exchange traded products, or an offer to participate in any trading strategy. This document does not purport to be a complete description of the securities, commodities, markets, or developments to which reference is made.
Advisory, Assurance, and Tax services offered through REDW, LLC. Wealth Management and Investment Advisory services offered through REDW Wealth, LLC, an SEC-registered investment adviser. Registration as an investment adviser does not imply a certain level of skill or training. Past performance does not guarantee future results. All investing entails risk, including risk of loss.
