Van joined REDW Wealth in 2017, bringing a valuable combination of tax and investment expertise. Since 2009, he has worked in public accounting, providing accounting, tax, audit and bookkeeping services to C- and S-Corporations, partnerships, trusts, and non-profits, as well as personal financial and estate planning services to individuals. Prior to this, Van worked for various investment firms as an accountant, SEC Financial Reporting Manager and Mutual Fund Accountant.
Bachelor of Business Administration in Accounting from the University of New Mexico
PROFESSIONAL QUALIFICATIONS AND MEMBERSHIPS
In addition to being a Certified Public Accountant, Van is a Personal Financial Specialist (PFS) and Certified Estate Planner (CEP®), a designation conferred by the National Institute of Certified Estate Planners (NICEP). He is also an Accredited Investment Fiduciary (AIF®).
Van currently serves on the Board of Directors of Meals on Wheels and South Albuquerque Cooperative Ministries (SACM), a non-profit food pantry. He is also an advisor to the New Mexico Native American Indian Nurses Association.