RICK MOOS, Managing Director

Rick has spent over 23 years in the financial services industry. He has developed working relationships with successful investment advisors, institutions, banks, accounting firms, and independent insurance agents across the country. Leveraging these strategic partnerships has been the signature of Rick’s career. He is confident that adding the capabilities of Redwood Tax Specialists’ team of CPAs will allow him to continue to educate and serve small companies, individuals, and family businesses in reaching their specific goals. 

Over the years Rick has seen the focus of his client-base transition from wealth accumulation to distribution and fully believes it is not what you make, but what you keep that truly matters. Few things build wealth faster for clients than significantly reducing their taxes, whether that be an individual or small business owner. By partnering with Redwood Tax Specialists, Rick has the resources to help businesses not only reduce taxes but also grow by utilizing comprehensive tax strategies. In continuing his mission to educate others, Rick is excited to introduce and implement advanced tax reduction and wealth accumulation strategies to professionals, business owners, and families that cannot be found on Main Street.