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 and has earned the Certified Financial Planner™ practitioner (CFP®) designation. To become a CFP®, John took courses and passed five exams proving his expertise in investments, retirement planning, taxes and estate planning and then passed a rigorous two day comprehensive exam. 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.
Chris is an Advisor Associate with our firm. He joined Ironwood Wealth Management following a successful career with Fidelity Investments. During his nearly ten years with Fidelity he worked in the 401(k) services area. During the last several years Chris served as a senior retirement specialist within their High Net Worth team. In this position Chris worked with Fidelity’s higher net worth clients and developed comprehensive knowledge of a number of financial and investment planning areas including asset allocation, pre-retirement planning and post retirement planning distributions.
Chris grew up in the area and after graduating from Marshall University in Huntington, West Virginia, with a bachelor's degree in economics and a minor in accounting, he relocated to Cincinnati, Ohio, to work for Fidelity Investments. While working for Fidelity, Chris earned an MBA (master's in business administration degree) from Xavier University. Chris has also completed the rigorous requirements to earn the CFP® certification (Certified Financial Planner™).
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 obtained a bachelor’s degree after attending with an academic scholarship.
Sara is the firm’s Administrative Manager and Marketing Coordinator. She makes sure our firm operates smoothly and efficiently, as well as handling a variety of client services. She joined our team after working in the real estate market for many years.
Sara was born and raised in Putnam County and is very involved in the local community. She lives in the area with her husband and two children.
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.