Ironhorse Investments & Estate Planning

Ironhorse is a private wealth management firm dedicated to helping you retire comfortably, put your kids through college, optimize your company stock, align your investments with your goals and values, protect your assets, sell your business, or leave money to future generations or charities. Dedicated to helping you reach your financial goals - whatever they might be.

Your money is your money. Our goal is to educate you about all of your options, including the pros and cons of each, providing you with the knowledge to make informed financial decisions.

We are a family office where relationships are the foundation of our practice. We realize that everybody’s situation is unique and meet each client where they are financially. Our job is to figure out how to get you from where you are today to where you want to be financially as efficiently as possible.

We have a unique set of skills and experience that allows us to truly offer comprehensive financial advice, even for clients with complex financial concerns. Our competence is reflected in the designations we have earned and maintained. These are the highest standards in the industry for comprehensive, client-focused, financial, estate, and tax planning.

Our Credentials

J.D.: Juris Doctor, also known as the Doctor of Jurisprudence. This is Steve’s lawyer (attorney) designation and represents graduation from law school (both Steve and Jordan graduated from the University of Oklahoma College of Law) and Steve passing the Oklahoma bar exam. By designation of being an attorney, Steve is a fiduciary. All attorneys have a fiduciary duty to their clients; you must act in their best interest, not your own.

CPA: Certified Public Accountant: The CPA is a license to provide accounting services to the public. CPAs are required to get a bachelor's degree in business administration, finance or accounting. They are also required to complete 150 hours of education and have no less than two years of public accounting experience. CPAs must pass a certification exam, and certification requirements vary by state. Additionally, all CPAs must complete a specific number of continuing hours of education yearly.

CFP®: Certified Financial Planner professional: Although many professionals call themselves "financial planners," only Certified Financial Planner™ professionals have completed extensive training and are held to the highest ethical and educational standards. CFP® professionals are held to a fiduciary standard defined by the CFP Boards as "one who acts in utmost good faith, in a manner he or she reasonably believes to be in the best interest of the client."

Most people think all financial planners are "certified," but this isn't true. Just about anyone can use the title "financial planner." Only those who have fulfilled CFP Board's rigorous requirements can call themselves a CFP® professional. CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. In addition, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can call themselves a CFP® professional.

CDFA®: Certified Divorce Financial Analyst: A CDFA® is a financial professional skilled at analyzing data and providing expertise on the financial issues of divorce. The role of the CDFA® professional is to assist the client and his or her attorney to understand how the decisions he or she makes today will impact the client’s financial future. Three years of experience in the financial serviced field is required along with 15 divorce-specific continuing education hours every two years.

The majority of our team is based out of Oklahoma but we have an office in Minnesota and run a Virtual Planning practice as well to serve clients all over the United States.

Here are the faces you will primarily see around the office: