(PHOENIX – March 9, 2026) — REDW Advisors & CPAs is pleased to announce that James R. Karberg, CFP, has been appointed Practice Leader of REDW Wealth LLC, the firm’s SEC-registered investment advisory subsidiary. In this expanded leadership role, Karberg will guide the strategic direction, growth, and client service model of REDW’s wealth management practice. He will also oversee the continued evolution of REDW Wealth’s advisory platform, ensuring alignment between the firm’s strategic vision and its commitment to delivering sophisticated, tax-efficient wealth management solutions. His leadership will span portfolio design, estate planning coordination and retirement income strategies with a focus on helping clients build and preserve lasting wealth.
“James brings the strategic vision, technical depth and operational discipline that defines the future of REDW Wealth,” said Steve Cogan, CPA, Managing Principal of REDW Advisors & CPAs. “As our firm continues to expand nationally, it is critical that we do so on our own terms. Our commitment to remaining an independent firm allows us to control our own destiny, invest strategically in our people and platform, and make decisions that are guided solely by what is best for our clients, team and communities. James understands how to integrate comprehensive planning, tax strategy and investment management into a unified client experience while upholding the highest standards of compliance and governance.”
Karberg succeeds Douglas Hatcher, CPA, CFP, who previously led the wealth practice and will remain with REDW in a senior leadership capacity focused on client growth, relationship development, and business expansion initiatives.
In addition to leading the practice, Karberg will continue in his role as Chief Compliance Officer, where he is responsible for regulatory oversight, compliance strategy, and risk management across the wealth division. He will work closely with firm leadership to maintain and enhance REDW Wealth’s compliance framework, supporting both regulatory excellence and client confidence as the firm expands nationally across its markets.
Karberg brings deep experience in wealth management leadership and client-focused advisory services. Prior to joining REDW in 2024, he was a principal with Phoenix-based Hatcher Financial, PC, which joined forces with REDW to expand the firm’s wealth management capabilities across all markets. Earlier in his career, he worked with Fortune 500 organizations as a financial consultant to high-net-worth and emerging high-net-worth clients.
He holds a Bachelor of Science in Business Administration with an emphasis in Finance from the University of Nevada, Las Vegas, and is a CERTIFIED FINANCIAL PLANNER™ professional.
Hatcher will continue as a Principal of the firm. With more than four decades as a CPA and over 20 years as a CFP?, he remains actively engaged with clients and will concentrate on asset growth, strategic relationships, and advancing REDW Wealth’s long-term development.
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About REDW Advisors & CPAs:
Founded in 1953, REDW is celebrating more than 70 years of trusted expertise and growth. From its Southwestern roots, REDW has grown to serve clients from offices in Albuquerque, Oklahoma City, Phoenix, Las Vegas, and Salem and through U.S.-based remote teams and global partners. Over 350 professionals serve as vital business advisors and audit and tax professionals to a wide range of clients, both regionally and nationally, including mid-market businesses, nonprofits, construction and 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 to grow both personally and professionally. For more information, learn about REDW at redw.com/about, or connect on LinkedIn at 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 manages more than $866 million in assets under management. For more about REDW Wealth, visit REDW Wealth online at redw.com/wealth, or connect on LinkedIn at linkedin.com/company/redw-wealth-llc.