At Shadowridge, we believe in utilizing our individual strengths to better serve each other and our clients. Each team member brings a variety in background, education and training, and experience to the table. In addition to these elements, each of us took the CliftonStrengths® Assessment through Gallup to identify areas where we shine. This helps us to work together as a team, both for each other and for our clients. Altogether, the Shadowridge team utilizes the strengths of each of us to enhance people’s experience with the financial industry.
Ryan C. Redfern, Chartered Financial Consultant (ChFC®)
President, Chief Investment Officer
Ryan C. Redfern, ChFC®, worked in the financial services industry for over 15 years before founding Shadowridge Asset Management in 2012. Fueled by the belief that his clients deserved better investment management, his vision was to create an asset management firm that served as a fiduciary and advocate for its clients. That vision, along with hard work, has carried the firm from a one-man operation to a dedicated network of financial professionals with over 300 clients today. In addition to managing the business as President of the company, Ryan prides himself on investment development & implementation, providing thorough daily analyses of the markets to keep the strategies and clients of Shadowridge up to date.
Ryan’s Top Strength (CliftonStrengths®): Analytical – “People exceptionally talented in the Analytical theme search for reasons and causes. They have the ability to think about all of the factors that might affect a situation.”
Vice President of Investment Research
Will Hepburn’s investment career spans five decades, during which he ran his own company for 32 years specializing in Strategies that Adapt to Changing Markets®. Will has taught investing at the college level for over 30 years, practiced as a Certified Financial Planner for 12 years, managed two mutual funds, been chairman of NAAIM, a national trade group of active money managers, and is the author of the 2018 book, Why Bad Things Happen to Good Investments. Today, Will serves as investment counsel to Shadowridge’s Chief Investment Officer, Ryan Redfern, and continues to serve clients he has worked with for many years.
Will’s Top Strength (CliftonStrengths®): Strategic – “People exceptionally talented in the Strategic theme create alternative ways to proceed. Faced with any given scenario, they can quickly spot the relevant patterns and issues.”
Laura F. Redfern, CERTIFIED FINANCIAL PLANNER™ (CFP®) Professional
Investment Advisor Representative, Financial Planning
Laura F. Redfern, CFP®, joined the team in 2013, after working over 11 years in the financial services industry. Having a background in the areas of investment management and retirement planning, Laura was attracted to comprehensive financial planning. She earned her CERTIFIED FINANCIAL PLANNER™ designation in 2011, completing additional training in the areas of financial planning, tax planning, insurance, employee benefits, and estate planning. An experienced speaker and team leader, Laura also has earned the Distinguished Toastmaster (DTM) designation from Toastmasters International. Laura has a passion for speaking in “real world” terms to inspire clients to become confident in their financial decisions. She brings a balanced, holistic approach to her work.
Laura’s Top Strength (CliftonStrengths®): Developer – “People exceptionally talented in the Developer theme recognize and cultivate the potential in others. They spot the signs of each small improvement and derive satisfaction from evidence of progress”
R. Phil Lebkuecher, Behavioral Financial Advisor (BFA)
Investment Advisor Representative
Phil joined the SDW team in 2019, after spending over 25 years in the financial services industry. Phil holds a Masters of Business Administration and brings experience in real estate development to his diverse financial background. He has always had an interest in helping people prepare for their financial lives and prides himself on real-world application of financial principles. Phil is a natural connector who uses his strengths as a communicator to engage clients in a wide range of conversations. He is an upbeat problem-solver with attention to value and efficiency. Helping clients to focus on the aspects that are most important to them, Phil guides clients to gain a deeper understanding of themselves and their financial options.
Phil’s Top Strength (CliftonStrengths®): Communication – “People exceptionally talented in the Communication theme generally find it easy to put thoughts into words. They are good conversationalists and presenters.”
Kinley A. Redfern
Kinley joined the Shadowridge in 2016 after graduating from Texas A&M University. At Shadowridge, she brings a unique and valuable set of skills to her position as a Relationship Manager. She is eager to learn and enjoys the opportunity to help the company grow. Kinley ensures that things run smoothly by utilizing her unfailing wit, lighthearted demeanor, and unique infatuation for organizing. Providing support to clients and the Shadowridge Team is her focus.
Kinley’s Top Strength (CliftonStrengths®): Adaptability – “People exceptionally talented in the Adaptability theme prefer to go with the flow. They tend to be “now” people who take things as they come and discover the future one day at a time.”
Yvette R. Zurita
Yvette joined Shadowridge in 2020, after spending over 15 years in the financial services industry. A lifelong learner full of hope and energy, Yvette’s goal is to help team members experience success. She brings attention to detail and a wealth of experience that complements our team and keeps things on track. An Arizona native and current California resident, Yvette proudly serves clients in the same efficient, friendly, and professional manner as she has done for many years.
Yvette’sTop Strength (CliftonStrengths®): Empathy – “People exceptionally talented in the Empathy theme can sense other people’s feelings by imagining themselves in others’ lives or situations.”
David H. Featherston, Certified Public Accountant (CPA)
Investment Advisor Representative, Tax Consulting
David H. Featherston, CPA brings over 20 years of experience in financial analysis and management to the Shadowridge team. As a CPA, David has impeccable attention to detail as well as the ability to decode financial information into a format easily understood by others. He has also acted as Chief Financial Officer and Controller for various Austin corporations, bringing a well-organized, systematic approach to his work. As an Investment Advisor Representative, David excels at helping clients to consolidate and simplify their financial lives. He is a dependable, caring, and dedicated steward, eager to assist clients in finding answers and achieving their goals.
David’s Top Strength (CliftonStrengths®): Belief – “People exceptionally talented in the Belief theme have certain core values that are unchanging. Out of these values emerges a defined purpose for their lives.”