The IronBridge Team

Our wealth management team specializes in comprehensive investment and financial planning strategies along with analysis and reports of your portfolio.

Jim founded IronBridge to deliver a differentiated wealth management experience by thinking deeply about our clients’ financial success.

Gwen delivers comprehensive wealth planning strategies, and focuses on ensuring our clients receive the highest level of service.

Chad develops and executes investment strategy and analysis for IronBridge clients. He is also integral in producing market commentary and reports.

Bill helps IronBridge clients integrate financial strategies across their entire financial team, including attorneys, tax advisors and other professionals.