Ironwood Wealth Management, LLC

Marcus Hugo is a financial advisor at Ironwood Wealth Management, LLC, holding the CFP®, CFA®, and Series 63 designations with 11 years of industry experience. Prior to joining Ironwood in 2024, he spent ten years at The Vanguard Group, Inc. Ironwood Wealth Management serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, and charities, offering discretionary and non-discretionary portfolio management alongside written financial planning. The firm’s investment approach focuses on client-specific asset allocation, periodic rebalancing, and share-class selection to manage fund expenses, with additional services such as tax return preparation and coordinated planning with clients’ other advisors.

Rydan Case is a CFP®, ChFC®, and Series 66-registered advisor with 16 years of industry experience. He has been with Ironwood Wealth Management, LLC since 2015. Outside of his advisory role, he directs an event planning club and serves on the Past Presidents' Council of EO Orange County, a nonprofit focused on small business growth and education. Ironwood Wealth Management serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, and charities. The firm offers tiered service programs with discretionary and non-discretionary portfolio management and written financial planning, emphasizing client-specific asset allocation, periodic rebalancing, and cost-conscious share-class selection.

Jonathan Moore is a CFP® and ChFC® with eight years of experience in financial advising. He has been with Ironwood Wealth Management, LLC since 2016 and previously worked at Cmoore Enterprises LLC for eleven years. He holds a Series 65 license and is based in Chandler, AZ. Ironwood Wealth Management serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, and charities. The firm provides discretionary and non-discretionary portfolio management along with written financial planning, using a client-specific investment approach that includes asset allocation, rebalancing, and cost-conscious share-class selection.

Lauren Frist is a CFP® professional with 12 years of experience in the financial services industry. She has worked at Ironwood Wealth Management, LLC since 2019 and previously spent six years with THE Vanguard Group, Inc. Lauren holds Series 63 and Series 65 licenses. Ironwood Wealth Management serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, and charities. The firm offers tiered service programs and focuses on client-specific asset allocation, periodic rebalancing, and share-class selection to manage mutual funds and ETFs, while coordinating with clients’ other advisors on non-investment matters.

Alexander Marek is a financial advisor at Ironwood Wealth Management, LLC, with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Ironwood since 2015. Marek serves on the Board of Advisors for New Way Academy, a nonprofit school, where he contributes to strategies for improving visibility and fundraising. Ironwood Wealth Management serves individuals, pension and profit-sharing plans, trusts, estates, and charities with discretionary and non-discretionary portfolio management and financial planning. The firm emphasizes client-specific asset allocation, periodic rebalancing, and share-class selection while offering tiered service programs and coordinating with clients’ other advisors on non-investment matters.

Richard Wagner is a CFP® and ChFC® with 12 years of industry experience. He has been with Ironwood Wealth Management, LLC since 2015. Richard holds a Series 66 license and works out of Chandler, AZ. Ironwood Wealth Management serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, and charities. The firm offers tiered service programs and focuses on client-specific asset allocation, periodic rebalancing, and share-class selection to manage fund expenses.