Broker Check

ABOUT US

We are an ensemble team of dedicated financial professionals.


The core team at IronBridge started working together in 2004 motivated by gaps that we observed in the financial services industry.  


With our experience and extensive accreditation, IronBridge's founders set out to build a practice that served as an advocate for our clients and a champion of their financial well-being.  

STORY BEHIND OUR FIRM NAME

HISTORICAL MEANING

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PROFESSIONAL MEANING

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PERSONAL MEANING

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MEET OUR TEAM MEMBERS

IRONBRIDGE MEMBERS

Partners

Shane Morrow

Shane Morrow

Partner & CEO | CFP®, CIMA®, CAIA®

512-277-3519

480-824-4101

David Gossling

David Gossling

Partner & Private Wealth Advisor

480-824-4085

480-824-4101

James P. Martin

James P. Martin

Partner & Private Wealth Advisor | CFP®, CRPC, MBA

860-580-5959

Cole Stoneman

Cole Stoneman

Partner & Private Wealth Advisor | CFP®, CPFA®

505-327-5090

505-327-4308

Jim Stone

Jim Stone

Partner & Private Wealth Advisor | CFP®, CLU, ChFC, CRPC

630-207-4231

Private Wealth Advisors

Edward T. Kemm

Edward T. Kemm

Private Wealth Advisor | CLTC®

772-519-7947

480-824-4101

Brian Noe

Brian Noe

Private Wealth Advisor | AIF®

860-882-3889

888-815-8183

Mindy Zatta

Mindy Zatta

Private Wealth Advisor | CFP®, BFA, CRPC®, MBA

724-413-9589

Jim  Ellowitch

Jim Ellowitch

Private Wealth Advisor | CLU®, ChFC®

973-477-6816

Jon Parks

Jon Parks

Private Wealth Advisor | M.A., AIF®, CRPS®

410-415-9030

OUR AFFILIATION & STRATEGIC PARTNERS

In order to provide best resources and expertise to our clients, we have chosen SagePoint Financial, as our broker-dealer and registered investment advisor.  Given the complex and highly regulated environment, a strategic alliance with a strong corporate partner is essential to helping meet the needs of our clients.   

KEY THIRD-PARTY PROVIDERS

Investment Platform

Investment Platform

Financial Planning Software

Financial Planning Software

Asset Custodian

Asset Custodian