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Stephen J. McNaughton

CEO & Co-Founder

Steve is the CEO and Co-Founder of Rede Wealth. He's been a leader in the investment community for over 20 years. He believes everyone deserves independent and unbiased advice tailored to their needs. Steve has spent his career helping individuals and families build and define their relationship with wealth. He's a graduate of the University of Virginia and has served on the boards of the Boys & Girls Clubs of Central Virginia, Computers 4 Kids, and the Charlottesville Area Community Foundation. He currently serves as a Director of the Albemarle County Economic Development Authority on behalf of the Rivanna District. When he's not volunteering or acting in an advisory capacity, he loves spending time with his wife, Sera, and son, Isaiah.

Matthew H. Dawson

COO & Co-Founder

Matt began his career in the financial services industry in 2007. In 2010, he attained the Certified Financial Planner™ professional certification, just one example of his ongoing commitment to professionalism and providing his clients with knowledgeable, ethical advice. Matt brings broad business and personal experience to his work as a Wealth Advisor, having founded an Internet technology firm and growing it into a successful and meaningful enterprise. Subsequently, he sold the profitable business to a publicly traded Internet company. Matt holds a B.S. in Business from Liberty University.

Kelly Bauman

Sr. Relationship Manager

Jean E. Carlin

CCO & Business Manager

Please Note:Limitations: The above Client Situations are hypothetical-not involvingactual Rede clients. None of the Client Situations should be construed by a client or prospective client as a guarantee that he/she will experience the same or a certain level of results or satisfaction if Rede is engaged, or continues to be engaged, to provide investment advisory services.

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