Our Team

Whether you’ve spent decades building a business or building a career, there comes a point where the question changes from “how do I grow this?” to “what does this mean for the rest of my life?” I cofounded IronGate to help people answer that question with confidence.

I started in accounting before moving into finance. I earned a Bachelor of Science in Accounting and Finance from Wofford College, then a Master of Science in Finance from the Tippie College of Business at the University of Iowa. That combination shapes everything I do: I don’t look at investments without looking at taxes, and I don’t look at taxes without looking at the long-term plan.

Here’s what I’ve learned: the years right before retirement are when the decisions get real. When to claim Social Security, how to turn savings into income, how to keep more of what you’ve earned through strategic tax planning, and how to make sure it all lasts. For business owners, there’s another layer: the business is often the income, the biggest asset, and the retirement plan all at once. Either way, you need more than a portfolio. You need a plan built around your taxes, your timeline, and your goals. That’s what I bring to pre-retirees, business owners, and families from our Eastern Iowa office.

And you don’t have to be on the doorstep of retirement to start. If you’re working hard, raising a family, and trying to figure out whether you’re saving enough, using your 401(k) well, or making the most of your paycheck, those are exactly the conversations I want to have. The earlier we build the plan, the more options you’ll have when those bigger decisions arrive.

If you’re early or mid-career and want to make sure your hard work is adding up, if you need help navigating the idea of retirement and want to know if you’re on track, or if you’re a business owner wondering what your company means for your future, let’s talk. You’ll leave with straight answers and a clear path forward.