Iron Oaks Wealth Advisors

Our team provides financial experience focused on you and your goals. Together, we offer a breadth of knowledge, specialized advice and ongoing dedication to exceptional service.


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

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Advisors

Richard Saunders

CFP®, ChFC®, APMA™

Private Wealth Advisor

Chief Executive Officer of Iron Oaks Wealth Advisors
Visit Richard Saunders's website

Andrew Hanna

CFP®

Private Wealth Advisor

Business Financial Advisor
Visit Andrew Hanna's website

Thu Saunders

CRPC™

Financial Advisor

Chartered Retirement Planning Counselor™
Visit Thu Saunders's website

Josh Krohne

CFP®, CRPC™

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Josh Krohne's website

Peter Levy

ChFC®

Private Wealth Advisor

Chartered Financial Consultant®
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Larry Minogue

CFP®, APMA™

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Larry Minogue's website

Richard B Arno

Financial Advisor

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Howard Victor Levy

MBA

Associate Financial Advisor

Visit Howard Victor Levy's website

Larry Salberg

CFP®, AIF®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Larry Salberg's website

Nick Ives

Financial Advisor

Visit Nick Ives's website

John Peter Curcio

Financial Advisor

Visit John Peter Curcio's website

Bobby Kunce

Associate Financial Advisor

Investment Specialist
Visit Bobby Kunce's website


Team

Emily Hart

Emily Hart

Client Concierge

George Gervais

George Gervais

Intern

Hailey Coe

Hailey Coe

Client Concierge

Marie Hamrick

Marie Hamrick

Marketing Manager,

Operations Manager

Personal Intro

I was born and raised in Roswell, GA. I attended and graduated from Auburn University with a Bachelor of Science in Business Administration.

Roles & Responsibilities

  • Marketing & Event Planning
  • Social Media Management
  • Office Administration
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Michele Macullok

Michele Macullok

Practice Manager

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

Roles & Responsibilities

  • Oversees Internal Practice Operations
  • Liaison between executives and the team.
  • Serve as the Chief Learning Officer (CLO)
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Sherry McFarland

Sherry McFarland

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

  • Client Service
  • Business Processing
  • Estate Settlements
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Siani Hovington

Siani Hovington

Operations Specialist

TJ Hynds

TJ Hynds

Operations Manager

Personal Intro

The youngest of seven children of immigrant parents from Scotland. I grew up in Torrance, CA, and graduated with a Bachelor of Science in Psychology from UCLA. My career in finance first began at a Fortune 500 Merchant Services Company as a Platinum Relationship Manager here in Atlanta in 2000. After 10 years there, I transitioned to Ameriprise as a Operation Manager. In 2024, my career led me to Iron Oaks Wealth Advisors

Qualifications

  • Certified Notary

Roles & Responsibilities

  • Develop & Implement internal operations, systems & initiatives.
  • Assist with client maintenace, investment activity, compliance and human resource.
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