Mission Statement: Instill comfort for lifetimes & generations

Core Values

Help First

Be Reliable

Be Professional

Be Gritty

Cause Joy


Our advisors

Advisor photo for Richard Saunders

Richard Saunders

CFP®, ChFC®, APMA

Private Wealth Advisor

Chief Executive Officer of Iron Oaks Wealth Advisors
Learn more about Richard Saunders Visit Richard Saunders's website
Advisor photo for Andrew Hanna

Andrew Hanna

CFP®

Private Wealth Advisor

Business Financial Advisor
Learn more about Andrew Hanna Visit Andrew Hanna's website
Advisor photo for Josh Krohne

Josh Krohne

CFP®, CRPC

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Josh Krohne Visit Josh Krohne's website
Advisor photo for Larry Salberg

Larry Salberg

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Larry Salberg Visit Larry Salberg's website


Our team

Hailey Coe

Hailey Coe

Client Concierge

Marie Hamrick

Marie Hamrick

Marketing Manager,

Operations Manager
Michele Macullok

Michele Macullok

Practice Manager

Teal Wellner

Teal Wellner

Client Service Coordinator