Joe Maas, Our Chief Investment Officer
Joe Maas, CFA, CFP®, CLU®, ChFC, MSFS, CCIM™, CVA, ABAR, CM&AA is the Chief Investment Officer and lead portfolio manager for Strategic Asset Management, LTD. Joe has experience in residential, commercial and investment real estate. Mr. Maas holds a variety of recognized professional designations; he is a CFA (Chartered Financial Analyst) Charterholder. In addition to the CFA, Mr. Maas is a certified valuation analyst (CVA) and is accredited in business appraisal review (ABAR). Mr. Maas’ professional capability also includes being a certified merger and acquisition advisor (CM&AA) trained and experienced in buying and selling middle-market companies with revenues from $5 million to $500 million. Mr. Maas earned his designation as a Certified Financial Planner™ (CFP®) and is also a chartered financial consultant (ChFC) qualified to provide comprehensive advanced financial planning. Expert in many fields, Mr. Maas is a member of numerous professional organizations; he has participated as a guest lecturer for the Washington State Bar Association and taught corporate finance as an adjunct professor at Seattle Pacific University. He conducted post graduate finance studies in Japan, Hong Kong, China, and Thailand.
Bill Hall, CEO and Cofounder of Redwood Tax Specialists
Bill has spent over 38 years in the financial industry and gained access to some of the foremost tax planning preofessionals in the world. He has helped hundreds of clients to reduce their taxes.
Bill focuses on implementing advanced tax strategies first rather than fixating on financial or insurance products.
With this attitude of “value first”, Bill achieves results for his clients and helps them to build legacies that will last for generations. Today, Bill’s strategies are utilized by many high net-worth indviduals and business owners with assets from $2 million to over $1 billion together with his partner Scott Fedyshyn.
Bill lives with his wife Tracie in Cornelius, North Carolina. He has five children and two grandchildren. Bill enjoys mountain biking, fishing, golf, and mentoring CPAs, financial planners, and other financial professionals. He is actively mentoring over 100 financial professionals throughout the U.S.
M. Scott Fedyshyn CPA, CFP, CTC, CMA, CFM, MSA, Lead Strategic Tax Planner and Cofounder, Redwood Tax Specialists
As a lifelong entrepreneur, starting his first business in grade school, Scott ultimately decided to begin working as a tax reduction consultant. This quickly grew into a meaningful client base, many of whom are still with Scott, nine years after he launched his consulting practice.
Since taking the helm, Scott has transitioned the mostly local, compliance-based practice to a strategic tax reduction niche, incorporated holistic financial planning, and expanded the footprint and capability of the firm to provide services across the US and even the globe.
Always a passionate learner, Scott continuously pursued certifications within the finance field to expand his knowledge to all areas of wealth management. In addition to the CPA, Scott is a Certified Financial Planner, Certified Tax Coach, Certified Tax Planner, Certified Managerial Accountant, and a Certified Financial Manager.
In addition to his personality and presence, Scott brings to the table a deep-dive tax technical background, systems and process integration experience, and very comprehensive exposure to all things finance and accounting.