Anatomy of Our Team

Archimedes' Principle of Buoyancy

This principle allows one to mathematically calculate that 91.7% of an iceberg's mass is underwater. 

Application to Wealth Management

In a wealth management firm, a very large percentage of services lie "beneath the surface" in the form of Back Office services like: Account Custody, Settlement, Clearance, Record Maintenance, Regulatory Compliance, Accounting, Cyber-Security, and IT Services.

Outsourcing these labor-intensive, low margin functions to highly-specialized "best of breed" partners affords the ability to reduce costs, maximize efficiencies, and provide superior service. 

SEAL Team Six Approach

As a point of reference - not a comparison - The US Navy has demonstrated the capabilities of a small, but highly-specialized elite unit, supported by large, resource-rich partners. 

Recent advances in technology, communications, and outsourced partnerships, have empowered small yet focused elite teams with the resources necessary to offer superior services, products, and security, then even the "largest" competitor.

A Few of Our Partners...

Our ReDefine Wealth Management Team

Jeff Nuttall, CFP

Co-Founder, Managing Partner

Mike Bredenberg, CMT

Director of Investments, Chief Compliance Officer

Nicole M. Garza

Director, Client Advisor

Jason F. Inglis

Co-Founder, Managing Partner

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