REDW Advisors & CPAs, a nationally recognized accounting and advisory firm celebrating more than 70 years of growth and innovation, announced the appointment of Maxwell S. Kagan as the firm’s first-ever Chief Financial Officer.
“The creation of the Chief Financial Officer role marks a significant milestone in REDW’s evolution as the firm continues to expand in size, complexity, and geographic reach. As CFO, Max will provide executive-level financial leadership across REDW’s entire footprint, strengthening the firm’s financial infrastructure while supporting long-term strategic growth, innovation, and operational excellence,” said Steve Cogan, CPA, REDW Managing Principal.
Kagan brings more than two decades of senior financial leadership experience across healthcare, professional services, and large, complex organizations. In his role, he will collaborate closely with firm leadership to drive financial performance, oversee capital planning and financial aspects of mergers and acquisitions, further modernize finance operations, and enhance risk management and compliance across the organization. The role also consolidates key financial responsibilities under a single leader, positioning REDW to more effectively support its expanding service lines and national client base.
Prior to joining REDW, Kagan most recently served as Vice President and Chief Financial Officer of Wellstar Medical Group, where he oversaw all accounting and finance functions for a rapidly growing organization. His leadership included managing a multi-million-dollar capital plan, improving provider productivity, strengthening cash collections, and guiding financial strategy for acquisitions and de novo growth. Earlier in his career, Kagan held senior executive roles with Centura Health, Presbyterian Healthcare Services, Protiviti, Arthur Andersen, and BP Amoco.
Beyond traditional CFO responsibilities, Kagan brings deep expertise in strategic planning, operational efficiency, enterprise-wide financial modernization, and healthcare economics. He is also known for his collaborative leadership style and ability to translate complex financial insights into actionable strategies that support growth, innovation, and value creation.
“While REDW is committed to maintaining firm independence, Max’s appointment underscores our dedication to disciplined growth, strong financial stewardship, and continued investment in leadership that supports both clients and team members,” said Cogan.
Kagan holds a Master of Business Administration from the University of New Mexico’s Anderson School of Management and a Bachelor of Business Administration in Accounting and Finance from the University of New Mexico. He is a Certified Public Accountant and currently serves as an adjunct professor in the University of Georgia’s Master of Health Administration program. His professional and civic involvement includes board leadership and finance committee service for several nonprofit and community organizations.
