Iron Oaks Wealth Advisors

When you partner with our financial advice team in Atlanta, GA, you receive personalized guidance tailored to your unique financial goals. Our team specializes in wealth management, retirement planning, estate planning, tax strategies, and provides a comprehensive financial planning approach designed to evolve with your needs. We maintain proactive communication to help keep you informed about market trends and opportunities, ensuring your financial plan remains aligned with your goals.

At Iron Oaks Wealth Advisors in Buckhead Atlanta, GA, we prioritize building long-term relationships with our clients. We support you through life’s transitions with customized solutions that address your specific circumstances. Our commitment to delivering a client-centered experience exceeds expectations, empowering you to make more confident financial decisions as part of our dedicated team approach.

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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

Thu Saunders

CRPC

Financial Advisor

Chartered Retirement Planning Counselor™
Visit Thu Saunders's website

Andrew Hanna

CFP®

Private Wealth Advisor

Business Financial Advisor
Visit Andrew Hanna's website

Josh Krohne

CFP®, CRPC

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Josh Krohne'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
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Peter Levy

ChFC®

Private Wealth Advisor

Chartered Financial Consultant®
Visit Peter Levy's website

Howard Victor Levy

MBA

Associate Financial Advisor

Visit Howard Victor Levy's website

Larry Minogue

CFP®, APMA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Larry Minogue's website

Richard B Arno

Financial Advisor

Visit Richard B Arno's website

Earl Williams

MBA, CFP®, APMA

Financial Advisor

Visit Earl Williams's website


Team

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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Emily Hart

Emily Hart

Client Concierge

George Gervais

George Gervais

Intern

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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