Iron Oaks Wealth Advisors

Welcome to Iron Oaks Wealth Advisors, where we cultivate your financial aspirations, helping them grow strong and resilient. Our personalized wealth management solutions are designed to prioritize your unique goals while emphasizing the importance of solid relationships and a deep understanding of what matters to you.

Our experienced team collaborates to develop strategies that adapt to the ever-changing financial landscape, keeping you informed and empowered every step of the way. Whether you're planning for retirement, managing investments, or navigating estate planning. We're here as your unwavering partners in growth.

Mission Statement: Help Instill Comfort for Lifetimes & Generations

Core Values:Help First | Be Reliable | Be Professional | Be Gritty | Cause Joy

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Team photo for Iron Oaks Wealth Advisors
Team photo for Iron Oaks Wealth Advisors

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Advisors

Advisor photo for Richard Saunders

Richard Saunders

CFP®, APMA®

Private Wealth Advisor

Chief Executive Officer of Iron Oaks Wealth Advisors
Visit Richard Saunders's website
Advisor photo for Thu Saunders

Thu Saunders

CRPC™

Financial Advisor

Managing Partner of Iron Oaks Wealth Advisors
Visit Thu Saunders's website
Advisor photo for Andrew Hanna

Andrew Hanna

CFP®

Private Wealth Advisor

Managing Partner of Iron Oaks Wealth Advisors
Visit Andrew Hanna's website
Advisor photo for George Gervais

George Gervais

Associate Financial Advisor

Visit George Gervais's website

Larsen Mart Maasikas

Associate Financial Advisor

Visit Larsen Mart Maasikas's website


Team

Sherry McFarland

Sherry McFarland

Operations Senior Coordinator,

Paraplanner

Personal Intro

I grew up in West Tennessee near Memphis Area and moved to Georgia in 1982. I started working in the financial industry in 2001 as an Operations Assistant. I have been with Ameriprise since 2015.

Qualifications

  • Series 7

  • Series 66

  • Insurance Licensed

  • Certified Notary

Roles & Responsibilities

  • Provide client service support, ensuring timely follow-through on requests and a smooth operational experience.
  • Assist business processing activities, including account onboarding, maintenance and transactions with accuracy and efficiency.
  • Coordinate estate settlement tasks by facilitating documentation, communication and workflow management with care and professionalism.
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Emily Hart

Emily Hart

Client Concierge

Personal Intro

I was born and raised in Decatur, GA, and after losing my parents at a young age, I built a successful 30-year career in banking, culminating in a role as SVP at Bank of America, before transitioning to a Marketing Manager position at UPS. I have two grown sons and two wonderful grandchildren.

Roles & Responsibilities

  • Manage client scheduling and appointment coordination to support a smooth and welcoming client experience.
  • Provide attentive client assistance and administrative support to ensure timely responses and consistent follow-through.
  • Support daily operational needs by assisting the team with tasks that enhance efficiency and client service.
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Raechel Irby

Raechel Irby

Financial Planning Specialist

Personal Intro

I'm a Georgia native from Acworth and a proud graduate from College of Charlston. I have a passion for traveling, reading and exploring new perspectives through podcasts.

Roles & Responsibilities

  • Supports the financial planning process by preparing analyses, gathering data and assisting advisors with plan development and meeting preparation.
  • Provides operational support through accurate account processing, documentation management and coordination of client service tasks.
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Michele Macullok

Michele Macullok

Practice Manager,

Training & Development Director

Personal Intro

I am originally from New Jersey, raised in New York City and come from Cuban and Puerto Rican descent. I attended two institutions of higher education: Ramapoo University for one year and subsequently American Intercontinental University (AIU), where I received a Master's degree in Business Administration with a specialization in Human Resources.

Hobbies: Traveling & Exploring different cultures.

Qualifications

  • Certified Notary

  • Fluent in Spanish

Roles & Responsibilities

  • Oversees internal practice operations to ensure efficient workflows, clear processes and a consistently high standard of team support.
  • Serves as the liaison between executives and team members, facilitating communication, alignment and execution across the practice.
  • Acts as the Chief Learning Officer by leading staff development, training initiatives and ongoing professional growth within the firm.
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Seanee Hall

Seanee Hall

Marketing Specialist

Personal Intro

I was born in Brooklyn, New York and raised in PG County Maryland. I graduated from Clark Atlanta University with a degree in Business Administration. As a proud parent to my 4-year-old daughter, Nixx, I enjoy spending my free time with her, cooking, and reading.

Roles & Responsibilities

  • Manage social media content, scheduling and engagement to maintain a consistent and professional Iron Oaks digital presence.
  • Support event coordination and gift planning by organizing logistics, vendor communication and client-facing details.
  • Assist with ongoing initiatives, campaigns and operational tasks to ensure cohesive and effective marketing execution.
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Marie Hamrick

Marie Hamrick

Marketing Director

Personal Intro

I was born and raised in Roswell, GA. I later attended Auburn University, where I earned my Bachelor of Science in Business Administration and built a strong foundation for my career.

Roles & Responsibilities

  • Lead the strategy, development and execution of all marketing initiatives and brand messaging.
  • Oversee content creation, digital marketing, events and communication to elevate the Iron Oaks brand and enhance the client experience.
  • Manage marketing planning, analytics, budgeting and vendor partnerships to ensure cohesive, high-quality outreach across all channels.
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