IronBridge Team

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

Partner & CEO | CFP®, CIMA®, CAIA®

512-277-3519

480-824-4101

Shane.Morrow@IronBridgeWC.com

David Gossling

Partner & Private Wealth Advisor

480-824-4085

480-824-4101

David.Gossling@IronBridgeWC.com

James P. Martin

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

860-580-5959

James.Martin@IronBridgeWC.com

Cole Stoneman

Partner & Private Wealth Advisor | CFP®, CPFA®

505-327-5090

505-327-4308

Cole.Stoneman@IronBridgeWC.com

Jim Stone

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

630-207-4231

Jim.Stone@IronBridgeWC.com

Private Wealth Advisors

Edward T. Kemm

Private Wealth Advisor | CLTC®

772-519-7947

480-824-4101

Edward.Kemm@IronBridgewc.com

Brian Noe

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

860-882-3889

888-815-8183

Brian.Noe@IronBridgeWC.com

Robert Hamlin, Jr.

Private Wealth Advisor | CFP®, CRPC®

757-829-0397

Robert.Hamlin@IronBridgeWC.com

Michael Murphy

Private Wealth Advisor

602-935-6090

Michael.Murphy@IronBridgewc.com

Justin Weidenfeld

Private Wealth Advisor | CFP®

561-400-6090

Justin.Weidenfeld@IronBridgeWC.com

Ron Dalley

Private Wealth Advisor

505-330-9678

Ron.Dalley@IronBridgewc.com

Mindy Zatta

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

724-413-9589

Mindy.Zatta@IronBridgeWC.com

David Ellowitch

Private Wealth Advisor | CFP®

267-240-9736

David.Ellowitch@IronBridgeWC.com

Jim Ellowitch

Private Wealth Advisor | CLU®, ChFC®

973-477-6816

Jim.Ellowitch@IronBridgeWC.com

Adam Harz

Private Wealth Advisor

888-512-4448

Adam.Harz@IronBridgeWC.com

Brian Yaiser Sr.

Private Wealth Advisor

brian.yaiser@ironbridgewc.com

Brooke Gypson

Private Wealth Advisor

716-783-2432

brooke.gypson@ironbridgewc.com

Hussien Aspaas-Montoya

Private Wealth Advisor | MSFP

505-327-5090

Hussien.Montoya@IronBridgeWC.com

John Froberg

Private Wealth Advisor | CFP®

917-768-5426

John.Froberg@IronBridgeWC.com

Jon Parks

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

410-415-9030

Jon.Parks@IronBridgewc.com

Shannon Fowler

Private Wealth Advisor

636-299-8558

shannon.fowler@ironbridgewc.com

Staff and Technical Experts

Andrea Sheikh

Chief of Staff | CFP®, CIMA®, CAIA®

561-866-5327

Andrea.Sheikh@IronBridgeWC.com

Alyse Sauvageau

Practice Manager

480-824-4094

Alyse.Sauvageau@IronBridgeWC.com

Anja Esquivel

Client Relations Consultant

888-512-4448

888-815-8183

Anja.Esquivel@IronBridgewc.com

Amy Morrow

Investment Analyst | CFA®

561-370-9833

Amy.Morrow@IronBridgeWC.com

Crystal Gordon

New Business Processor

505-327-5090

888-815-8183

crystal.gordon@ironbridgewc.com

Rachel Stahle

Client Relations Consultant

505-327-5090

505-327-4308

Rachel.Stahle@IronBridgeWC.com

Kelly Smith

Client Service Administrator

888-512-4448

Kelly.Smith@IronBridgewc.com

Rouan Anouti

Client Relations Consultant

888-512-4448

888-815-8183

Rouan.Anouti@IronBridgeWC.com

Cheri Smith

Planner Assistant to Robert L. Hamlin Jr.

757-829-0397

Cheri.Smith@IronBridgewc.com

Lexi Rhoten

Client Relationship Manager

lexi.rhoten@ironbridgewc.com

Brian Yaiser Jr.

Practice Manager

716-949-7687

jr.yaiser@ironbridgewc.com

Scott Gypson

Practice Manager

615-974-0556

scott.gypson@ironbridgewc.com

Tony Valentino

Practice Manager

847-330-0400 ext. 4068

Tony.Valentino@IronBridgeWC.com

Traci Newhard

Operations Manager

610-657-0120

Traci.Newhard@IronBridgeWC.com

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.