Iron Oaks Wealth Advisors

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 Josh Krohne

Josh Krohne

CFP®, CRPC

Financial Advisor

CERTIFIED FINANCIAL PLANNER® practitioner
Visit Josh Krohne's website
Advisor photo for Nick Ives

Nick Ives

Financial Advisor

Visit Nick Ives's website
Advisor photo for John Peter Curcio

John Peter Curcio

Financial Advisor

Visit John Peter Curcio's website
Advisor photo for Bobby Kunce

Bobby Kunce

APMA®, CRPC

Financial Advisor

Investment Specialist
Visit Bobby Kunce's website
Advisor photo for Peter Levy

Peter Levy

ChFC®

Private Wealth Advisor

Chartered Financial Consultant®
Visit Peter Levy's website
Advisor photo for Howard Victor Levy

Howard Victor Levy

MBA

Associate Financial Advisor

Visit Howard Victor Levy's website
Advisor photo for Larry Minogue

Larry Minogue

CFP®, APMA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER® practitioner
Visit Larry Minogue's website
Advisor photo for Richard B Arno

Richard B Arno

Financial Advisor

Visit Richard B Arno's website
Advisor photo for Earl Williams

Earl Williams

MBA, CFP®, APMA®

Financial Advisor

Visit Earl Williams's website
Advisor photo for Jared Spivey

Jared Spivey

Financial Advisor

Visit Jared Spivey's website
Advisor photo for John C James IV

John C James IV

Financial Advisor

Financial Planning Specialist
Visit John C James IV's website


Team

Hailey Coe

Hailey Coe

Client Relationship Specialist

Personal Intro

I grew up in South Carolina and graduated from the University of South Carolina, Rockhill.

Roles & Responsibilities

  • Oversee client scheduling, meeting coordination and day-to-day administrative support to ensure a seamless client experience.
  • Assist clients with requests, follow-ups and service needs while providing dependable operational support to the team.
  • Support client-deepening initiatives by fostering personal connections and maintaining a thorough understanding of each client's preferences and priorities.
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George Gervais

George Gervais

Operations Specialist

Personal Intro

I graduated from Franklin & Marshall College with a degree in business and social entrepreneurship, where I also played defensive midfielder on the varsity lacrosse team. I grew up in Jackson Hole, Wyoming, spending my winters snowboarding and my summers hiking. Along with my love for mountain activities, I enjoy playing tennis and developing my cooking skills, specifically low and slow BBQ.

Roles & Responsibilities

  • Deliver attentive client service by managing requests, addressing needs and supporting a smooth, organized client experience.
  • Manages business processing tasks, including account setup, updates and transactional workflows with accuracy and consistency.
  • Participate in training, mentorship and learning opportunities to progress toward future advisor responsibilities.
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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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Ryan Clark

Ryan Clark

Operations Specialist

Personal Intro

I hold a degree in Psychology from Auburn University, where I also played college baseball. I am passionate about sports and the outdoors and being an active participant in my community through North Metro Church in Kennesaw. As a dedicated father of two wonderful daughters, Ayla (14) and Emmie (8), I value family time and enjoy monthly gatherings with my extended family in Cobb County.

Roles & Responsibilities

  • Provides responsive client service support to ensure accurate follow-through on requests and a smooth operational experience.
  • Handles business processing tasks, including account setup, maintenance and transaction workflows with precision and efficiency.
  • Executes trade requests and operational activities in coordination with advisors to support timely and accurate portfolio management.
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Logan Frady

Logan Frady

Operations Specialist

Personal Intro

Originally from Newnan, GA, I hold a master's degree in financial planning and am passionate about helping clients achieve their life goals. Outside of work, I enjoy spending time with my family and love the outdoors. My background includes playing collegiate baseball and managing a brewery for three years, experiences that taught me the value of teamwork, leadership and dedication.

Roles & Responsibilities

  • Delivers attentive client service by managing requests, addressing needs and supporting a smooth, organized client experience.
  • Assists in business processing functions, including account onboarding, updates and transactional workflows with accuracy and consistency.
  • Participates in training, mentorship and learning opportunities to progress toward future advisor responsibilities.
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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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