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

Shane Morrow

Shane Morrow

Managing Partner | CFP®, CIMA®, CAIA®

512.277.3519

480.824.4101

James P. Martin

James P. Martin

Senior Wealth Advisor | CFP®, CRPC, MBA

860.298.1818

860.298.1822

Cole Stoneman

Cole Stoneman

Senior Wealth Advisor | CFP®

505.327.5090

505.327.4308

Edward T. Kemm

Edward T. Kemm

Private Wealth Advisor | CLTC®

772.519.7947

480.824.4101

Andrea Sheikh

Andrea Sheikh

Wealth Management Specialist | CFP®, CIMA®, CAIA®

561.866.5327

Anja Esquivel

Anja Esquivel

Client Relations Consultant

888-512-4448

888-815-8183

Brian Noe

Brian Noe

Private Wealth Advisor | AIF®, ChFC®, CLU®

860-882-3889

888-815-8183

Cheri Smith

Cheri Smith

Planner Assistant to Robert L. Hamlin Jr.

757-829-0397

Jon  Parks

Jon Parks

Private Wealth Advisor | AIF®, CRPS®

410-415-9030

Lexi Rhoten

Lexi Rhoten

Client Relationship Manager

Rachel Stahle

Rachel Stahle

Client Relations Consultant

505-327-5090

505-327-4308

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