How We Work
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Adam Henley
Lead Advisor
Alexis Cervone
Financial Planning Assistant | FPQP®
Alexis.Cervone@IronBridgeWC.com
Alicia Atchley
Director of Colleagues & Special Projects
alicia.atchley@ironbridgewc.com
Alyse Smith
Partner & Director of Client Service
Alyse.Sauvageau@IronBridgeWC.com
Alyse joined David Gossling and his team in April of 2013 as an administrative and operational assistant. In this capacity her duties include but are not limited to account servicing, implementation, designing of financial plans and...
Amy Morrow
Partner & Director of Finance | CFA
My Role: Amy is an Investment Analyst for IronBridge Wealth Counsel. In this role, she provides due diligence and analysis for the funds and equities in client accounts and executes the trading for those investments. Work...
Andrea Sheikh
Partner & Chief of Staff | CFP®, CIMA®, CAIA®
Andrea.Sheikh@IronBridgeWC.com
My Role: Andrea’s primary focus is supporting the investment management division. Work History: Prior to joining IronBridge Wealth Counsel, Andrea worked as an Investment Consultant for a boutique firm and as a Corporate Vice...
Andy Burdsall
Managing Director & Private Wealth Advisor
andy.burdsall@ironbridgewc.com
My Role: Andy serves as a Private Wealth Advisor at IronBridge. He focuses on values-based financial planning, effective asset and cash flow management and efficient charitable giving. Work History: Andy worked in engineering,...
Anja Esquivel
Sr. Client Service Coordinator
Anja.Esquivel@IronBridgewc.com
My Role: Anja is a Client Relations Consultant for IronBridge Wealth Counsel, LLC. As a Client Relationship Consultant, she is responsible for CRM administration, client servicing and operational tasks. Work...
Anna Fransen
Director of Financial Planning | CFP®, ChFC®, BFA™
Aprille Bryant
Sr. Client Service Coordinator
860-298-1829
Aprille.Bryant@IronBridgeWC.com
My Role: Aprille Bryant is a Client Relations Consultant working primary with Jim Roche, Jordan Howard, and Erik Lillibridge. Work History: Aprille joined IronBridge February 2025, she previously worked for 16 years with a variety of...
Benjamin Emory
Lead Advisor | CFP®, CRPC®
Benjamin.Emory@IronBridgeWC.com
Brandon Peters
Private Wealth Advisor
Brandon.Peters@IronBridgeWC.com
Brian Yaiser Sr.
Private Wealth Advisor
Brooke Gypson
Private Wealth Advisor
Brooke.Gypson@IronBridgeWC.com
Cheri Smith
Client Service Coordinator
My Role: Cheri is the Planner Assistant to Mr. Robert L. Hamlin Jr. In this role, Cheri focuses on providing administrative and operational support, and works alongside Mr. Hamlin to assist clients in meeting their financial goals...
Cheryl Burgmaier
CFP®
Cheryl.Burgmaier@IronBridgeWC.com
Cole Stoneman
Partner & Private Wealth Advisor | CFP®
Cole.Stoneman@IronBridgeWC.com
Cole J. Stoneman, started his career in financial planning as an advisor with AXA Advisors and BCJ Capital Management. While there, he learned the comprehensive nature of investment,...
Daniel Crumpacker
Private Wealth Advisor | CFP®, CEPA®
Daniel.Crumpacker@IronBridgeWC.com
David Gossling
Partner & Private Wealth Advisor
David.Gossling@IronBridgeWC.com
David sees Financial Planning more as a passion than a business. For more than 15 years, he has provided strategic estate, business owner and investment planning to individuals throughout the entire nation. David has gone on to play an...
David Ellowitch
Private Wealth Advisor | CFP®, AEP®
David.Ellowitch@IronBridgeWC.com
My Role:David’s role as a Private Wealth Advisor at IronBridge is to help people use their wealth to protect their desired lifestyle in retirement and preserve the financial legacy they choose to leave to their family and...
Edward T. Kemm
Private Wealth Advisor | CLTC®
Edward T. Kemm is a Private Wealth Advisor serving retirees, families with special needs children, first responders and business owners in South Eastern United States. Edward believes in goal oriented financial planning coupled with...
Erica Levinson
Financial Analyst
Erica.Levinson@ironbridgewc.com
Erik Lillibridge
Private Wealth Advisor
Erik.Lillibridge@IronBridgeWC.com
Geoff Selzer
Partner & Director of Investments | CFA
My Role: I provide comprehensive strategic advice to optimize and enhance the operations of IronBridge’s investment management division. This includes developing and implementing investment strategies, improving portfolio performance,...
Gregory Pospichel
Private Wealth Advisor | CPA
888-815-8183
Greg.Pospichel@IronBridgeWC.com
Hussien Montoya
Private Wealth Advisor | MSFP , CPFA®
Hussien.Montoya@IronBridgeWC.com
My Role: Hussien is a Private Wealth Advisor at IronBridge Wealth Counsel and directly supports Partner Cole Stoneman, CFP® in managing his book of clients. As an advisor, Hussein aims his practice on empowering Native...
Ian Vertrees
Client Services Coordinator
James P. Martin
Partner & Director of Advisory | Private Wealth Advisor | CFP®, CRPC, MBA
Jim's Role:
Jim serves as Managing Partner and Wealth Advisor at IronBridge Wealth Counsel, where he focuses on working with business owners and senior executives in the ultra-high-net-worth market. He specializes in wealth...
Jamie Ritchie
Client Service Coordinator
jamie.ritchie@ironbridgewc.com
Jim Stone
Partner & Private Wealth Advisor | CFP®, CLU, ChFC, CRPC
My Role: Jim’s practice centers around assisting prosperous entrepreneurs and executives achieve their Retirement, Investment, Succession and Estate Distribution goals through our comprehensive financial planning process...
Jim Ellowitch
Private Wealth Advisor | CLU®, ChFC®
Jim.Ellowitch@IronBridgeWC.com
John Froberg
Partner & Private Wealth Advisor | CFP®
My Role:As a Private Wealth Advisor for IronBridge Wealth Counsel, John works to create a level of financial security for his clients that allow them to spend their time and energy on things other than money. Work History:Prior to...
John Donahoe
Private Wealth Advisor | RICP®
Jordan Howard
Private Wealth Advisor | CFP®, CPWA®, CDFA®, AAMS™, MBA
Jordan.Howard@IronBridgeWC.com
Justin Weidenfeld
Private Wealth Advisor | CFP®, RLP®
As a Private Wealth Advisor for IronBridge Wealth Counsel, Justin guides families through major life events so they can do what they love with the people they love and not let money stand in their way.
Kelly Smith
Client Service Coordinator
My Role: Kelly serves as a Client Service Administrator. In this role, Kelly supports the Office Manager and assists in client service and operational items. Work History: Kelly has been with the practice since...
Kristina English
Private Wealth Advisor | CFP®
kristina.english@ironbridgewc.com
My Role: Kristina English is a Private Wealth Advisor with IronBridge Wealth Counsel and a CERTIFIED FINANCIAL PLANNER™ professional with over 20 years of experience in the financial services industry. Work History:Kristina began her...
Lexi Rhoten
Client Relationship Manager
Lexi’s Role:Lexi Rhoten is the Client Relationship Manager for Jon Parks. Her role is to communicate with clients and meet their needs as well as assist Jon with his daily responsibilities.Work History:Previously, Lexi...
Michael Murphy
Private Wealth Advisor
Michael.Murphy@IronBridgeWC.com
My Role: Mike’s practice centers around assisting prosperous professionals, entrepreneurs and executives achieve their Retirement, Investment, Risk Management and Estate Distribution goals through our comprehensive financial...
Michael Cullen
Private Wealth Advisor | CFP®, ADPA®
888-815-8183
Michael.Cullen@IronBridgeWC.com
Michelle Jones
Partner & Director of Operations
Michelle.Jones@IronBridgeWC.com
Mindy Zatta
Private Wealth Advisor | CFP®, BFA, CRPC®, MBA
My Role: Mindy is a Private Wealth Advisor with over 20 years of experience helping her clients navigate the complexities of their financial lives, serving as their trusted advocate and knowledgeable resource. She knows the...
Mitchell Moore
Financial Paraplanner
Mitchell.Moore@IronBridgeWC.com
Rachel Stahle
Client Service Coordinator
Rachel.Stahle@IronBridgeWC.com
My Role: Rachel is a Client Relations Consultant working primarily with Cole Stoneman’s practice. Work History: Rachel has been with IronBridge since April 2021. Prior to IronBridge, Rachel worked at a credit...
Robert Hamlin, Jr.
Private Wealth Advisor | CFP®, CRPC®
Robert.Hamlin@IronBridgeWC.com
My Role: Rob is a Fee Based Financial Planner providing advisory services to clients helping discover the risks they have in their planning, whether in their estate plans, wealth management, retirement plans, investments or...
Ron Dalley
Private Wealth Advisor
My Role: Ron’s practice centers around assisting business owners, families, and retirees achieve their Retirement, Investment, Risk Management and Estate Distribution goals through our comprehensive financial planning...
Rouan Anouti
Client Services Coordinator
My Role: Rouan serves as a Client Relations Consultant for IronBridge Wealth Counsel. In this role, Rouan is responsible for CRM administration and assists with client service and operational tasks. Work...
Shane Morrow
Partner & CEO | CFP®, CIMA®, CAIA®
Shane is responsible for the firm's strategic direction as well as leading IronBridge's investment management division.
Shannon Fowler
Private Wealth Advisor | CPFA®
Shannon.Fowler@IronBridgeWC.com
My Role: As a Private Wealth Advisor with IronBridge, Shannon specializes in working with families, business owners and construction industry professionals. Working together, through a supportive, shame-free assessment, she helps...
Shelby Cunliffe
Client Experience Associate
shelby.cunliffe@ironbridgewc.com
Tracey Story
Head of Client Experience, San Francisco
888-815-8183
Traci Newhard
Operations Manager
Traci.Newhard@IronBridgeWC.com
My Role: Traci is the Operations manager for David and Jim Ellowitch. Traci assists with firm logistics, administrative processing and ensuring clients have the best possible experience. Work History: Traci has...
Vik Khasat
Private Wealth Advisor | CFP®
William Sowers
Investment Associate
William.Sowers@IronBridgeWC.com
My Role:As Investment Associate, I will oversee all trading, conduct market research, and provide support to the investment team.Work History: Previously, I worked as an investment banking analyst, where I conducted due diligence,...