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
Advisor photo for Jared Spivey

Jared Spivey

Financial Advisor

Visit Jared Spivey'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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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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