Advisors at this firm
Boniface C
Series 65
Minneapolis, MN
RedHawk Wealth Advisors, Inc.
Boniface Coelho is a financial advisor at RedHawk Wealth Advisors, Inc. with 17 years of industry experience. He holds a Series 65 credential and has worked at RedHawk Wealth Advisors since 2008, including prior experience at Employer Solutions Group from 2017 to 2023. Coelho is also the owner of Iluma Financial Partners, where he sells insurance products. RedHawk Wealth Advisors serves individuals, high-net-worth clients, trusts, foundations, retirement plans, businesses, and captive insurance companies, offering investment management, financial planning, and ERISA 3(21)/3(38) retirement-plan services. The firm’s investment approach involves a weekly investment committee, third-party risk tools, and tactical allocation models to guide decisions.
Boon Ser T
Series 65
Oklahoma City, OK
RedHawk Wealth Advisors, Inc.
Boon Ser Tan is a financial advisor with RedHawk Wealth Advisors, Inc. in Oklahoma City, OK, holding a Series 65 designation and bringing 10 years of industry experience. He has worked at RedHawk since 2018 and previously spent three years at Larsen Financial Corp. In addition to his advisory role, Tan operates Tan Financial Solutions, where he serves as a life insurance and fixed annuities agent. RedHawk Wealth Advisors serves individuals, high-net-worth clients, trusts, foundations, retirement plans, businesses, and captive insurance companies, offering investment management, financial planning, and ERISA 3(21)/3(38) retirement-plan services. The firm employs a documented due-diligence process and risk management tools, including a tactical Risk-Guard allocation model, to guide investment decisions.
Nathan W
Series 65
Parker, CO
RedHawk Wealth Advisors, Inc.
Nathan Willis is a financial advisor at RedHawk Wealth Advisors, Inc. with eight years of industry experience. He holds a Series 65 designation and has worked at RedHawk Wealth Advisors since 2017. Outside of advisory services, Willis is involved with Alink Captive Insurance Services, where he assists clients with portfolio reporting, and he provides education on 401(k) accounts as well as consulting for a valuation firm. RedHawk Wealth Advisors serves individuals, high-net-worth clients, trusts, foundations, retirement plans, businesses, and captive insurance companies. The firm offers investment management, financial planning, and ERISA retirement-plan services, using a risk-managed, committee-driven approach supported by third-party tools and multiple platform arrangements.
Robert B
Series 63, Series 66
Cedar Park, TX
RedHawk Wealth Advisors, Inc.
Robert Bridel is a financial advisor with RedHawk Wealth Advisors, Inc. in Cedar Park, TX, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has worked at RedHawk Wealth Advisors since 2015 and was previously associated with Partners for Prosperity, Inc. Additionally, he provides educational courses and coaching in spiritual and economic matters through his involvement with Kingdom Calling. RedHawk Wealth Advisors serves individuals, high-net-worth clients, trusts, foundations, retirement plans, businesses, and captive insurance companies. The firm offers investment management, financial planning, and ERISA 3(21)/3(38) retirement-plan services, utilizing a documented due-diligence process and third-party risk tools to guide investment decisions.
Katrina S
Series 63, Series 65
Flint, MI
RedHawk Wealth Advisors, Inc.
Katrina Savage is a financial advisor with RedHawk Wealth Advisors, Inc. in Flint, MI, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. She has been with RedHawk since 2012 and also serves as Vice President of Alliance Financial Group, where she provides life insurance, fixed annuities, and living trust funding. RedHawk Wealth Advisors serves individuals, high-net-worth clients, trusts, foundations, retirement plans, businesses, and captive insurance companies. The firm offers investment management, financial planning, and ERISA 3(21)/3(38) retirement-plan services, utilizing a documented due-diligence process and risk management tools to guide investment decisions.
Peter T
Series 66
Minneapolis, MN
RedHawk Wealth Advisors, Inc.
Peter Thoresen is a financial advisor at Redhawk Wealth Advisors, Inc. with 22 years of industry experience. He holds a Series 66 designation and previously worked at Focus Financial Network, Inc. and Royal Alliance Associates, Inc. for 20 years. Outside of his advisory role, he serves as a board member and treasurer for his townhome association. Redhawk Wealth Advisors serves individuals, high-net-worth clients, trusts, foundations, retirement plans, businesses, and captive insurance companies. The firm offers investment management, financial planning, and ERISA retirement-plan services, using a documented due-diligence process and third-party risk tools to guide investment decisions.
Allen B
Series 63, Series 65
Ponte Verda, FL
RedHawk Wealth Advisors, Inc.
Allen Bronton is a financial advisor with RedHawk Wealth Advisors, Inc. He holds Series 63 and Series 65 licenses and has 39 years of industry experience. Prior to joining RedHawk in 2025, he worked at Independent Financial Partners and has owned Clear Financial Strategies, LLC and Wealth Preservers, LLC, where he designs risk management solutions for clients. RedHawk Wealth Advisors serves individuals, high-net-worth clients, trusts, foundations, retirement plans, businesses, and captive insurance companies. The firm offers investment management, financial planning, and ERISA retirement-plan services, using a documented due-diligence process and third-party risk tools to guide investment decisions.
Dennis P
ChFC®, Series 63, Series 65
Kingston Springs, TN
RedHawk Wealth Advisors, Inc.
Dennis Pascarella is a financial advisor at RedHawk Wealth Advisors, Inc. He holds the ChFC® designation along with Series 63 and Series 65 licenses and has 38 years of industry experience. His prior work includes roles at Cambridge Investment Research Advisors, Proequities Inc, and The Financial Legacy Group. RedHawk Wealth Advisors serves individuals, high-net-worth clients, trusts, foundations, retirement plans, businesses, and captive insurance companies. The firm offers investment management, financial planning, and ERISA 3(21)/3(38) retirement-plan services, guided by a weekly investment committee and a documented due-diligence process that incorporates third-party risk assessment tools and multiple platform arrangements.
Peter W
ChFC®, Series 63, Series 65
Franklin, TN
RedHawk Wealth Advisors, Inc.
Peter Wittman is a financial advisor with RedHawk Wealth Advisors, Inc. in Franklin, TN, holding a ChFC® designation along with Series 63 and Series 65 licenses. He has 19 years of industry experience and has been with RedHawk since 2014. He is also president of The Wittman Group, Inc., where he is involved in insurance sales and serves as an agent and broker for several insurance companies. RedHawk Wealth Advisors serves individuals, high-net-worth clients, trusts, foundations, retirement plans, businesses, and captive insurance companies. The firm provides investment management, financial planning, and ERISA 3(21)/3(38) retirement-plan services, using a documented due-diligence process and third-party risk tools to guide investment decisions.
Matthew R
Series 66
Farmington, CT
RedHawk Wealth Advisors, Inc.
Matthew Rosenberger is a financial advisor at RedHawk Wealth Advisors, Inc. He holds a Series 66 designation and has three years of industry experience. His prior work includes roles at Silver Oak Securities, LPL Enterprise, and The Prudential Insurance Company of America. RedHawk Wealth Advisors serves individuals, high-net-worth clients, trusts, foundations, retirement plans, businesses, and captive insurance companies. The firm offers investment management, financial planning, and ERISA retirement-plan services, utilizing a documented due diligence process and third-party risk tools to guide investment decisions.
Scott G
Series 65
Hendersonville, TN
RedHawk Wealth Advisors, Inc.
Scott Greenameyer is a financial advisor at RedHawk Wealth Advisors, Inc. with 10 years of industry experience. He holds a Series 65 designation and has worked at firms including Atlas Wealth Management and William Jordan Investments. Outside of his advisory role, he is CEO of Spectrum College Funding, a company providing fee-based college planning services. RedHawk Wealth Advisors serves individuals, high-net-worth clients, trusts, foundations, retirement plans, businesses, and captive insurance companies. The firm offers investment management, financial planning, and ERISA retirement-plan services, using a documented due-diligence process guided by a weekly investment committee and third-party risk tools.
Evonne R
Series 63, Series 65
Littleton, CO
RedHawk Wealth Advisors, Inc.
Evonne Ryan is a financial advisor at RedHawk Wealth Advisors, Inc. with 18 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at RedHawk since 2020. Outside of her advisory role, she is involved with several business ventures, including managing Wealth Strong Life Solutions, which offers insurance and investment services, and operating Safety Net, LLC, which provides an investment newsletter for TSP clients. She is also engaged in certified coach training through Wealth Strong International and oversees technology and trademark management via Wealth Strong Financial Freedom. RedHawk Wealth Advisors serves individuals, high-net-worth clients, trusts, foundations, retirement plans, businesses, and captive insurance companies. The firm provides investment management, financial planning, and ERISA retirement-plan services, utilizing a documented due-diligence process and risk management tools to guide investment decisions.
Deborah J
Series 65
Flint, MI
RedHawk Wealth Advisors, Inc.
Deborah Joseph is a Series 65-licensed financial advisor with RedHawk Wealth Advisors, Inc., based in Flint, Michigan. She has five years of industry experience and has been associated with Alliance Financial Group since 1990. Outside of her advisory role, she works as an insurance agent specializing in life insurance, annuity sales, and Medicare supplement plans. RedHawk Wealth Advisors serves individuals, high-net-worth clients, trusts, foundations, retirement plans, businesses, and captive insurance companies. The firm offers investment management, financial planning, and ERISA retirement-plan services, utilizing a documented due-diligence process and third-party risk tools to guide investment decisions.
Timothy E
CFP®, Series 63, Series 65, Series 66
St. Louis Park, MN
RedHawk Wealth Advisors, Inc.
Timothy Evon is a CFP® professional with 33 years of experience in the financial services industry. He is currently with RedHawk Wealth Advisors, Inc., where he has worked since 2023. Prior to joining RedHawk, he was affiliated with Focus Financial Network, Inc. and Royal Alliance Associates, Inc. for 14 years. Outside of his advisory role, he is an owner of Great Leap Enterprises, Inc., an S Corporation established for tax purposes. RedHawk Wealth Advisors serves individuals, high-net-worth clients, trusts, foundations, retirement plans, businesses, and captive insurance companies. The firm provides investment management, financial planning, and retirement-plan services using a structured due-diligence process and risk management tools including Orion Risk Intelligence and a tactical Risk-Guard allocation model.
Christopher K
Series 66
Fairfield Township, OH
RedHawk Wealth Advisors, Inc.
Christopher Kurtz is a financial advisor at RedHawk Wealth Advisors, Inc. with 25 years of industry experience. He held a position at Axa Advisors, LLC from 2000 to 2017 before joining RedHawk in 2017. Kurtz holds the Series 66 designation. RedHawk Wealth Advisors serves individuals, high-net-worth clients, trusts, foundations, retirement plans, businesses, and captive insurance companies. The firm provides investment management, financial planning, and ERISA 3(21)/3(38) retirement-plan services, utilizing a documented due-diligence process and third-party risk tools to guide investment decisions.