About Our Firm
Learn more about Red Rock Strategic Partners' passion, mission, and obsession with helping financial services institutions achieve their desired outcomes.
Red Rock Mission
We collaborate with clients to help them achieve their desired outcomes. We approach each of our clients with fresh eyes to develop customized, unique strategies.
Red Rock Approach
In order to drive tangible revenue and profit growth, it is vital to impact several key functional areas of the business. We follow a disciplined approach focusing on four pillars.
Red Rock Obsession
Together we enact tactical execution that leads to more profitable, efficient growth. Execution obsession is what separates the merely good from the truly exceptional.
Red Rock Clients
Financial institutions such as banks, RIA firms, trust companies, mutual fund and insurance firms as well as wirehouses and regional brokerage firms.
Red Rock Team
Everyone on the team that's client facing has “been in a seat” - they have all been in leadership roles that have actually done the work successfully.
Founded by Matt Johnston in 2010.
Initiated as a single member consultancy with a concentration of execution within wealth management.
Leveraged almost 20 years of experience in large financial service organizations.
Developed strong relationships with solid firms.
2011-2015: Reputation Development and Opportunity Expansion
Expanded service offering and team in 2014. Senior leaders from the wealth management space joined Red Rock.
Focused on client business model expansion and leverage along with core distribution productivity.
2017-2020: Growth and Expansion
Expanded partnerships to include fintech and distribution.
Honed delivery and reporting process.
Significantly increased “word of mouth” reputation and referrals.
Established a significant presence in the technology adoption and monetization space.
Lori Hardwick joined in 2019 to further develop and expand our value and connection between technology and optimized utilization and leverage.
Multi-disciplinary advisory firm delivery tactical strategy and execution support to wealth management and asset management firms throughout the US.
Established partnership with Practifi a unique technology platform serving the wealth management space.
The team is continuing to expand and evolve to meet the needs of clients now and in the future.