Meet Our Team

Prior to founding Redwood Wealth Management Group, Sam was a Founding Partner at Lane Bridgers Schill, where he spent more than 12 years helping clients achieve their financial goals. Before establishing his own wealth management firm, he served as Senior Vice President at PNC Investments, joining the firm in 2000 after several years as an investment advisor with Philadelphia Investors (and its predecessors) in Moorestown, NJ.

With over 40 years of experience, Sam has built a reputation as a trusted advisor to successful business owners, professionals, executives, and retirees. He focuses on managing client assets with a disciplined approach, leveraging his expertise in identifying compelling investment opportunities across both fixed income and equity markets.

A graduate of Rutgers University, Sam resides in Medford, NJ with his wife, Donna, and their two daughters. Outside the office, he enjoys golfing and spending quality time with his family.

Financial Focus Areas:

Business Owners & Entrepreneurs
Retirement Planning
401(k) & 403 (b) Management & Planning
Family Wealth Transfer
Annuities, Life Insurance & Long-Term Care
Financial Review of Wills & Trusts
Tax Planning Strategies
529 College Funding Strategies

Originally from Philadelphia and now a Delran resident, Mike brought 9+ years of experience in financial planning to Redwood when he joined the firm 2 years ago. Recognized in South Jersey Biz’s “20 Under 40″, he’s known for helping clients navigate financial decisions with confidence and care.

A La Salle University graduate with dual degrees in Finance and Marketing, Mike has spent years helping individuals, families, and business owners protect and grow their wealth. He’s also an experienced insurance advisor, having worked with New York Life to guide clients with confidence.

When he’s not helping clients, Mike enjoys spending time with his wife, Emily (a Medford native!), their young daughter, and their dog, Philly. A lifelong hockey player and passionate Philadelphia sports fan, you’ll often find him at the rink or cheering on his favorite teams.

Financial Focus Areas:

Business Owners & Entrepreneurs
Young Families & Young Professionals
Insurance Planning: Life, Health, Long-Term Care, Disability, Annuities
Comprehensive Divorce Wealth Planning Solutions
Protecting and Growing Wealth After Loss
529 College Funding Strategies

Donna grew up in Philadelphia and Cherry Hill and graduated with Highest Honors from Rutgers University. She began her career at a “Big Eight” accounting firm, initially as an Auditor and later as a Tax Senior. After several years in corporate accounting and choosing to focus on starting a family, Donna transitioned to local accounting firms and eventually ran her own successful Tax Preparation business.

With over 30 years of tax experience, Donna brings extensive expertise and a practical, client-focused approach to Redwood Wealth Management Group. She is committed to helping clients navigate complex tax situations with confidence and clarity.

Outside of work, Donna enjoys cooking, reading, and staying active. She is passionate about animal rescue and cares for an ever-growing pack of rescue Chihuahuas (and a cat or two). Donna lives in Medford, NJ with her husband, Sam, and their two daughters.

Jenna joins Redwood Wealth Management Group from South Carolina and brings a diverse background in brand management and client services. She earned her bachelor’s degree in Fashion Merchandising from the University of Delaware and previously worked as an Associate Brand Manager for Komar Brands, where she helped manage DKNY and Peanuts Sleepwear.

At Redwood, Jenna focuses on client services and account management, ensuring a seamless experience for every client. She is excited to build relationships and support clients in achieving their financial goals.

Jenna lives with her husband, Andrew, who serves in the Air Force, and their dog, Lula. They plan on moving back to the Medford area in 2026. Outside of work, she enjoys exploring new places and spending time with family and friends, with Lula along!

Courtney is a South Jersey native from Cinnaminson and Ocean City with degrees in Business Management and Digital Marketing from Rowan University at Burlington County and Southern New Hampshire University. Over the past six years, she has worked with start-ups across various industries and is the author of more than 40 books in multiple genres, reflecting her passion for learning, marketing, history, and the written word.

At Redwood Wealth Management Group, Courtney enjoys assisting clients both on the phone and in person, providing support and guidance as they navigate their wealth management journey. She is committed to creating a welcoming and informative experience for every client.

Courtney lives in Tabernacle with her husband, children, and grandson. She is an active Red Cross volunteer, a fundraiser for the American Foundation for Suicide Prevention, and enjoys spending time with her family and exploring the Jersey Shore.