REDWOOD GROVE WEALTH MANAGEMENT - Key Persons
Daniel Tripp, Financial Planner, is a Certified Financial Planner (CFP®) with six years of industry experience. His expertise includes comprehensive financial planning, retirement planning, equity compensation, and tax analysis. Dan is passionate about helping clients organize their financial lives while also helping them align their money with their values.
His education includes a BA in Political Science from the State University of Albany, an MS in Advanced Financial Planning with a Concentration in Tax from Golden Gate University, and a Graduate Certificate in Life Planning.
He is also an Air Force Veteran, having served 12 years as an Intelligence Officer.
Dan lives in Petaluma, CA, with his wife, Caitlyn, their children, Adelyn and Owen, and their dog, Macy. They love being outdoors and exploring the Bay Area. As avid travelers, they enjoy discovering new destinations and visiting friends and family across the country.
Jill is the Client Service Manager for Redwood Grove Wealth Management with over 20 years of experience in client relationship management. She is passionate about helping families and individuals work towards and achieve their financial goals. She particularly enjoys helping families with late-stage college planning. She continually strives to provide thoughtful, personalized support and encouragement to every client.
Jill spent a number of years in the real estate field, as both an Agent and Marketing Manager in California, and as a Broker in Oregon. While living in Portland she co-founded the Lake Oswego Business Group to help foster support and collaboration in her professional community. After returning to California, she joined Comcast Corporate as a Business Account Executive, serving the needs of large property owners and negotiating long-term contracts.
Jill has a BA in Psychology, with a minor in Education, from UC Berkeley.
In addition to her work with Redwood Grove, she enjoys volunteering and coaching youth volleyball. She cherishes time spent with her family and friends, hiking, traveling, cycling, and embarking on new adventures.