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 Andrew Hanna

Andrew Hanna

CFP®

Private Wealth Advisor

Managing Partner of Iron Oaks Wealth Advisors
Visit Andrew Hanna'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 Josh Krohne

Josh Krohne

CFP®, CRPC™

Financial Advisor

CERTIFIED FINANCIAL PLANNER® practitioner
Visit Josh Krohne's website
Advisor photo for Lawrence A Salberg

Lawrence A Salberg

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER® practitioner
Visit Lawrence A Salberg'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 John C James IV

John C James IV

Financial Advisor

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

Jared Spivey

Financial Advisor

Visit Jared Spivey's website
Advisor photo for Marida Bruggeman

Marida Bruggeman

Financial Advisor

Visit Marida Bruggeman'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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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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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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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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Mark Pass

Mark Pass

Business Development Manager

Personal Intro

I grew up in Dunwoody, GA and graduated from Georgia State University with a degree in Business Administration with a minor in Accounting. My wife, Debra, and I have been married for 21 years and are proud parents to our son, Fletcher. My passion for baseball includes ten years of coaching, being a huge Braves fan, and watching my son play on the Collins Hill High School team.

Roles & Responsibilities

  • Lead key projects and initiatives through effective project management, ensuring clear planning, coordination and execution across the firm.
  • Serve as a liaison between executives and advisors to support communication, alignment and strategic follow-through.
  • Facilitates collaboration between advisors and staff by streamlining processes, clarifying expectations and supporting operational efficiency.
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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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Larsen Maasikas

Larsen Maasikas

Operations Specialist

Personal Intro

Born and raised in Pittsburgh, Pennsylvania, I'm a proud Ohio State graduate and the oldest of two siblings. In my free time, I love playing guitar, cooking and challenging myself with a good game of sudoku.

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 responsibilites.
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Ashleigh Holmes

Ashleigh Holmes

Executive Assistant

Personal Intro

I grew up in Riverdale, Georgia, and attended South Cobb High School in Austell, where I played varsity basketball and golf. After high school, I continued my academic and athletic journey at Augusta University, competing in track and field and earning a Bachelor's degree in Criminal Justice in 2021. Outside of work, i enjoy bowling, golfing, skating and playing basketball.

Roles & Responsibilities

  • Provides high-level administrative and strategic support to the CEO by managing schedules, communications and daily priorities with accuracy and discretion.
  • Coordinates client interactions, meeting preparation and follow-up activities to enhance the CEO's advisory workflow and client experience.
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Daniel Poulos

Daniel Poulos

Operations Specialist

Personal Intro

I was born in Stockbridge, GA and am one of four children. I graduated from Georgia College & State University with a degree in English and Creative Writing. In my spare time, I enjoy hiking with my wife, Talia and our dog, Apollo. I have over 20 years of experience in luxury hospitality, including leadership roles with Ritz-Carlton, The Hotel Del Coronado, and the Grand Hyatt Atlanta.

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.
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Experience the power of a Strategic Alliance

To help our clients reach their long- and short-term financial goals, we have formed Strategic Alliances that can offer additional insights to your unique situations. If you’re looking for professionals to add to your network, visit our Strategic Alliance’s website or reach out directly to our practice to learn more.