IRONSTONE WEALTH MANAGEMENT - Key Persons
Job Titles:
- Portfolio Manager, Private Client Services
Job Titles:
- Member of the Senior Leadership Team
- Executive Vice President - Chief Strategy Officer, President of Retail Investments and Head of Institutional Investments
Job Titles:
- Portfolio Management Specialist, Private Client Services
Job Titles:
- Director of Investment Operations and Services
Lexi is originally from British Columbia, Canada. Lexi began her career with Northwestern Mutual in May of 2000, and joined the Ironstone team in 2017. Lexi's journey with Northwestern Mutual allowed her to explore many rolls within the company, but she naturally gravitated towards the Wealth Management division. Lexi holds her Series, 6, 7, 9, 10 & 63 registrations and handles investment client services for Ironstone.
Job Titles:
- Financial Planning Assistant
Amanda is originally from Madison, Wisconsin. Amanda Began her career at Northwestern Mutual in February of 2020, and joined the Ironstone team in November of 2020. Amanda has a Bachelor's Degree from the University of Wisconsin - Madison and a Bachelor's in Fine Arts for the School of the Art Institute of Chicago, as well as an MBA from Edgewood College.
Job Titles:
- Vice President, Investment Products, President, Mason Street Advisors
Job Titles:
- Director of Insurance Operations
Carly is originally from Maysville, Kentucky. Carly began her career at Northwestern Mutual in 2018 where she has held various roles within Northwestern Mutual and joined Ironstone Wealth Management in September 2022. Carly has a Bachelor's degree in Sports Business and a Master's degree in Business Informatics, both from Northern Kentucky University. Carly holds her Life, Health and LTC licenses. Carly is responsible for insurance implementation and onboarding. Carly loves spending time with her husband, Chris and their dog, Braxton. You can also catch her watching a variety of sports throughout the year and playing golf during the warmer months.
Job Titles:
- Member of the Fixed Income Team
Job Titles:
- Senior Research & Portfolio Analyst, NMWMC Research
Job Titles:
- Associate Portfolio Manager, Private Client Services
Job Titles:
- Member of the Private Client Services Team
- Senior Portfolio Manager, Private Client Services
Darrin is originally from Janesville, Wisconsin. Darrin started in the financial services industry in December of 1999 and joined Ironstone Wealth Management in 2020. Darrin has a Bachelor's Degree in History from University of Wisconsin - Platteville and an MBA from University of Wisconsin - Madison.
Darrin also holds the Retirement Income Certified Professional (RICP) designation from the American College of Financial Services. Darrin holds his 6,7,66, Life, LTC, and Health registration/licenses. Darrin is responsible for managing Ironstones clients' investment portfolios and developing retirement income strategies.
Darrin lives in Westport, Wisconsin with his girlfriend Kim. In his free time, Darrin enjoys fishing, cooking, golf, and hiking.
Job Titles:
- Member of the Private Client Services Team
- Senior Director / Portfolio Manager, Private Client Services
Job Titles:
- Member of the Private Client Services Team
- Senior Portfolio Manager, Private Client Services
Job Titles:
- Portfolio Management Specialist, Private Client Services
Job Titles:
- Vice President - NMWMC Investment Management & Research, Vice President - Mason Street Advisors
Job Titles:
- Portfolio Manager, Equities
Job Titles:
- Associate Portfolio Manager, Private Client Services
Job Titles:
- Senior Director / Senior Portfolio Manager, Equities
Job Titles:
- Associate Portfolio Manager, Fixed Income
Job Titles:
- Senior Investment Consultant Advisor Recruiting
Job Titles:
- Senior Research Analyst, NMWMC Research
Job Titles:
- Member of the Senior Leadership Team
Job Titles:
- Associate Portfolio Manager, Private Client Services
Job Titles:
- Senior Investment Consultant
Job Titles:
- Senior Investment Research Analyst, NMWMC Research
Job Titles:
- Portfolio Manager Specialist, Fixed Income
Job Titles:
- Associate Portfolio Manager, Private Client Services
Job Titles:
- Portfolio Manager, Private Client Services
Job Titles:
- Member of the NMWMC Investment Consultant Team
- Senior Director, Advisory Investments
Job Titles:
- Member of the Fixed Income Team
- Chief Portfolio Manager, Fixed Income
Job Titles:
- Associate Portfolio Manager, Private Client Services
Job Titles:
- Senior Investment Research Analyst, NMWMC Research
Job Titles:
- Member of the Large Cap Equity Team
- Associate Portfolio Manager, Equities
Job Titles:
- Portfolio Manager, Private Client Services
Job Titles:
- Member of the NMWMC Investment Consultant Team
Job Titles:
- Retirement Income Certified Professional ( RICP® ) Chartered Advisor for Senior Living
Tom is passionate about helping you remove financial anxiety from your life. He aims to make complex financial topics easy to understand and views you not as a client but as a trusted friend. Tom works with you to uncover your dream life scenarios and provides pathways to get you there.
Thomas J Horky, Steffon Alexander Walby, Darrin Michael Sharp and Bonnie Alexis Walby use Ironstone Wealth Management as a marketing name for doing business as representatives of Northwestern Mutual. Ironstone Wealth Management is not a registered investment adviser, broker-dealer, insurance agency or federal savings bank. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company, Milwaukee, WI (NM) (life and disability insurance, annuities, and life insurance with long-term care benefits) and its subsidiaries. Thomas J Horky, Steffon Alexander Walby, Darrin Michael Sharp and Bonnie Alexis Walby provide investment advisory services as Advisors of Northwestern Mutual Wealth Management Company® (NMWMC), Milwaukee, WI, a subsidiary of NM and federal savings bank. Thomas J Horky, Steffon Alexander Walby, Darrin Michael Sharp and Bonnie Alexis Walby are Agents of Northwestern Long Term Care Insurance Company, Milwaukee, WI, (long-term care insurance) a subsidiary of NM. Thomas J Horky, Steffon Alexander Walby, Darrin Michael Sharp and Bonnie Alexis Walby provide investment brokerage services as Registered Representatives of Northwestern Mutual Investment Services, LLC (NMIS), a subsidiary of NM, registered investment adviser, broker-dealer and member FINRA (finra.org) and SIPC (sipc.org). Thomas J Horky, Steffon Alexander Walby, Darrin Michael Sharp and Bonnie Alexis Walby are Insurance Agents of NM.
Job Titles:
- Research Specialist, NMWMC Research
Job Titles:
- Associate Portfolio Manager, Private Client Services