- Retirement Income Certified Professional (RICP®)
- Chartered Advisor for Senior Living (CASL®)
- Chartered Life Underwriter (CLU®)
- Chartered Financial Consultant (ChFC®)
- Life/Health/Long Term Care Insurance Licenses
- FINRA Series 6, 7, 63 and 66
- Wealth Management Advisor
Across the board, American’s report that fear and anxiety around their finances are among their top concerns. Over his 35+ year career, Tom has made it his mission to alleviate these fears by bringing a uniquely designed and structured approach to each individual he works with.
From Tom’s many years of experience, he understands the financial uncertainty that many American’s have around unplanned emergencies, unplanned medical expenses, insufficient retirement savings, the loss of a job or the need of a caretaker. He has seen how these financial uncertainties can keep people from their most valuable asset, living a fulfilling life.
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.
Tom and wife Pam, live in Madison with their daughters, Rose and Olivia. Tom, an avid golfer, is a member of Hawks Landing Golf Club. He also enjoys watching his daughters in their various pursuits in dance and art. As an avid Badger and Packer fan, Tom enjoys his time in WI by attending sporting events. He also enjoys travelling and is looking forward to more trips with Pam in the future. Tom supports his community in numerous ways, and for the past nine years has served on the advisory board of the Dane County chapter of the Salvation Army.
- Life/Health/Long Term Care Insurance Licenses
- FINRA Series 6,63
- Financial Advisor
As a former American Professional ice hockey player and Coach of the Year, Steffon understands what it takes to move people to dream big and accomplish their goals. A competitive spirit at heart, Steffon loves to help people win and succeed! Today, the opponents are no longer on the other side of the ice, the opponents are the financial fears and uncertainty of his new teammates, his clients. Steffon takes a firm approach to financial coaching. He holds himself, his team, and his clients to a high standard of excellence and integrity.
Steffon has a talent for identifying your unique financial strengths and weaknesses and then putting together a playbook for success. He is able to present complicated financial strategies in a way that is clear and concise, giving you the confidence to attack your dreams and claim your trophies.
Steffon and wife Alexis, live in Madison and have two boys, Braxton and Carter. Steffon enjoys spending time with his family, golfing, biking, BBQ’ing and maintaining a well-kept lawn. Steffon is also somewhat of a cinema buff, enjoying cult classics such as Star Wars, and Indiana Jones, as well as inspirational sports stories like, We are Marshall.
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.
Lexi resides in Middleton, Wisconsin with her husband Steffon and has two boys, Braxton and Carter. Year round, you will find Lexi in an ice rink cheering on one of her boys, or biking the rural farm roads around Dane County.
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.
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.
Amanda holds her Life, Health and LTC licenses. Amanda is responsible for Client Services and designing clients Financial Plans for Ironstone.
Amanda lives in Madison, Wisconsin with her dog Fiona. On weekends you can find Amanda with her twin Nephews, Declan and Ryland with a football in hand. During her down time Amanda enjoys painting, photography, cooking, and Badger football.
Ashley is from Evansville, Wisconsin and currently resides there with her husband and their two daughters, Lilly and Charlotte. Ashley joined the Ironstone team in 2021 after spending 12 years in Health Care industry as a Certified Medical Assistant.
Ashley holds her Life and Health Licenses and is the point of contact for your underwriting and insurance needs.
When Ashley is not at work she enjoys boating with her family, social events with her friends or cheering on the Wisconsin Badgers.