INDEPENDENCE IS THE END THAT WEALTH SERVES

Providing financial and investment advice to entrepreneurs, families, and workplace retirement plans for over 25 years.

Our business model has been built knowing that our clients will always demand the following:

  1. Highly competent, objective financial advice that is forward looking (start with a detailed plan);
  2. Delivered at significant value (costs matter);
  3. Executed with discipline, patience, and skill (long term investors);
  4. Paralleled by an exceptional Service Experience – inspired by anticipation, attention to detail, and common sense (life is not linear – be agile).

Meet the Team

Scott Broaddus CFP®, AIF®, CEPA®

Partner, CERTIFIED FINANCIAL PLANNER®

Scott Broaddus is an equity partner of Irongate Capital Advisors.  As a Financial Advisor and Certified Financial Planner™ Practitioner, Scott specializes in providing advice for...

Tripp Leonard CFP®, AIF®, CEPA®

Partner, CERTIFIED FINANCIAL PLANNER®

Professional Experience:
Tripp Leonard is an equity partner of Irongate Capital Advisors.  Since 1994, he has worked with private businesses, their owners, and their key people in...

Jared C. Lewis CFP®, AIF®, CPFA

Partner, CERTIFIED FINANCIAL PLANNER®

Jared Lewis is an equity partner of Irongate Capital Advisors.  As a CERTIFIED FINANCIAL PLANNER™ Professional, Jared's practice focuses on financial planning and investment...

Benny Bowman

Financial Advisor, Director of Business Development

Benny Bowman has more than two decades of executive management experience covering all facets of business including operations, sales, acquisitions, and succession planning. The...

Chris Ellis CFP®

Financial Advisor

Chris graduated from James Madison University with a degree in Business Management and earned his Master of Business Administration (MBA) degree in Entrepreneurship from George...

Emily Armstrong

Director, Private Client Services

Over the last decade working with our advisory team, Emily has reshaped and built what is now the gold standard for our firm’s client onboarding and servicing models.  Efficiency...

Karolina Ellis CLU®, ChFC®

Manager, Private Client Services

Karolina was born and raised in Poland and came to the United States as a student. She graduated from Virginia Commonwealth University in 2011 with a Bachelor of Science degree in...

Jennifer Farley

Operations Specialist, Private Client Services

Jennifer has worked with our advisory team since October, 2021. She assists in guiding our clients through the underwriting process as well as helping with any insurance and...

Katherine McDonald

Operations Specialist, Private Client Services

Katherine joined our team in October 2023 following 15 years working in local nonprofit development.  Her strengths lie in customer service, relationship building, and attention to...

Susan A. Murphey CFP®, CPFA

Director, Workplace Retirement Services

Susan has worked with our advisory team since 2017 after spending over 20 years working at local investment advisory firms.  Susan has been instrumental in developing our workplace...

Our Strategic Relationships

A network of trusted financial platforms offering strength, scale and choice.

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