Ironoak Wealth

Nicholas Munoz is a financial advisor at Ironoak Wealth with 24 years of industry experience. He holds a Series 66 designation and has worked at several firms, including Stonewater Wealth Management and Wells Fargo Advisors. Munoz also serves as a managing member providing insurance services through Ironoak Partners. IronOak Wealth offers discretionary asset management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, and employer-sponsored plans. The firm manages client portfolios on a discretionary basis and may engage sub-advisors while retaining oversight, and it provides ERISA plan services as a fiduciary.

Kelly Mcgrath is a financial advisor at Ironoak Wealth with 15 years of industry experience and holds a Series 66 designation. Her prior roles include positions at Stonewater Wealth Management, Erben Associates, and M Holdings Securities. Outside of financial advising, she is involved with Golf Apparel, LLC, where she serves as a bookkeeper and accountant. IronOak Wealth provides discretionary asset management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, and employer-sponsored plans. The firm manages client portfolios on a discretionary basis, often utilizing sub-advisors while maintaining oversight, and offers fiduciary services for retirement plans.

Christopher Hager is a financial advisor at IronOak Wealth with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including LPL Financial LLC, CUNA Mutual Group, and Charles Schwab. Outside of his advisory role, he is involved with IronOak Partners, LLC, an insurance services business. IronOak Wealth provides discretionary asset management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, and employer-sponsored plans. The firm manages client portfolios on a discretionary basis, often utilizing sub-advisors or third-party managers, and offers ERISA plan services while maintaining ongoing oversight of those managers.

Tracey Brenneise is a financial advisor with Ironoak Wealth in Cedar Park, TX, holding a Series 66 designation and 20 years of industry experience. She has worked at several firms, including Stonewater Wealth Management and Erben Associates, and has been an independent insurance agent since 2020. Ironoak Wealth provides discretionary asset management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, and employer-sponsored plans. The firm manages client portfolios on a discretionary basis and may engage sub-advisors while maintaining oversight, and it offers ERISA plan services acting as a fiduciary for retirement plans.

Jeffrey Newman is a financial advisor at IronOak Wealth with six years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones and Ornamental Iron Fence Supply. Outside of his advisory role, he is involved as a musician at The Austin Stone Community Church. IronOak Wealth provides discretionary asset management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, and employer-sponsored plans. The firm manages client portfolios on a discretionary basis and offers ERISA plan services, coordinating with sub-advisors and third-party managers while maintaining oversight.

Lisa Hutter is a financial advisor at IronOak Wealth with eight years of industry experience and holds a Series 66 designation. Her prior experience includes roles at Morgan Stanley, Comerica Securities, and Wells Fargo Bank. Outside of her advisory work, she is president-elect of Congregation Agudas Achim and involved with the Women in Multifamily Association DBA WiseHer. IronOak Wealth provides discretionary asset management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, and employer-sponsored plans. The firm manages client portfolios on a discretionary basis and offers ERISA plan services while coordinating with other client advisors as part of its planning process.