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Who We Are

John D. Williams, CIMA®, AAMS®, CRPC® Photo

John D. Williams, CIMA®, AAMS®, CRPC®

Founder & President

John is a Senior Financial Advisor, Founder, and President of Ironwood Wealth Management.

He advises many of the area’s retirees, families, businesses and nonprofit organizations on ways to effectively manage their financial resources. He has several areas of expertise including investment portfolio design and management and retirement planning. He conducts educational seminars regularly, has authored financial articles and appeared in local and national media.

John is a member of the Investment Management Consultants Association. He has also earned the Chartered Retirement Planning Counselor℠ (CRPC®) designation from the National Endowment for Financial Education. John was also awarded the Accredited Asset Management Specialist℠ (AAMS®) professional designation following coursework and examination from the College of Financial Planning located in Denver, Colorado. Additionally, John is among a small group of investment professionals who’ve earned the Certified Investment Management Analyst (CIMA®) designation. He earned it through the Investment Management Consultants Association following coursework and examination at the Wharton School of University of Pennsylvania. John has also earned two college degrees.

John started his career at a national investment firm in Charleston, West Virginia, where through hard work and determination he quickly rose to the position of Vice President-Investments.

Justin D Southern  Photo

Justin D Southern

Advisor Associate

Justin serves as an Advisor Associate with our firm.  Previously, he was at an area office for a national investment firm assisting clients with their investment goals.  Prior to that he was at the WV State Auditor's office for nearly two decades where, among several accomplishments,  he designed,  coordinated, and presented investor education and financial literacy programming to the state's students, educators, seniors, and new investors.

Justin received a Bachelors Degree and a Masters Degree from West Virginia University and is also completing a Master of Science Degree in Personal Financial Planning from the College of Financial Planning.  He and his wife Beth have two sons, Dominick and Sam.


 

Tyler Williams Photo

Tyler Williams

Portfolio Administrator and Operations Associate

Tyler serves as the firm’s Portfolio Administrator and Operations Associate. He is responsible for portfolio administration, trading, rebalancing and research projects as well as a variety of operational duties.

He joined our team after graduating from the University of Charleston where he attained a bachelor’s degree after attending with an academic scholarship.

Megan Watterson Photo

Megan Watterson

Client Service Associate

Megan serves as our Client Service Associate. She is responsible for coordinating client events, preparing monthly mailings, maintaining our marketing calendar, and scheduling meetings. She has a pleasant voice and will greet you on the phone or when you come into the office.

Megan attained her bachelor’s degree from Marshall University before joining our team.

Tami Williams Photo

Tami Williams


Tami serves as part of the firm’s part-time volunteer client service staff and assists with the firm’s educational seminars and other events. Before marrying John, she served as Secretary Treasurer for Standard Food Service in Hurricane, WV.