Ironhorse Investments & Estate Planning is a private wealth management firm where we help successful individuals and families simplify and coordinate every part of their financial life from investments, taxes, retirement income, insurance, and estate planning - all under one roof.
Our team brings together decades of experience and a deeply personal approach to financial advising. As a multi-generational, family-owned firm, we understand that your financial decisions aren’t just about numbers -they’re about the people you love, the career you’re building, and the legacy you want to leave.
You may already have pieces of a financial plan in place - a CPA for taxes, a 401(k) through work, an insurance policy you set up years ago and maybe a will you created at some point. But are they all working together toward your goals?
That’s where we come in.
We work with high-earning professionals, successful families, and retirees across Oklahoma, Minnesota, and 13 other states to build comprehensive financial plans that actually fit real life. Whether you're managing a demanding career, planning for college expenses, preparing to retire, or navigating a major life transition, our job is to bring clarity to every decision.
We also specialize in guiding individuals and families through the financial complexities that come with receiving large legal settlements—often due to life-altering events. These moments require more than investment advice—they require care, clarity, and a coordinated plan built for both today and the future.
We believe financial advice should be personalized, proactive, and rooted in relationship. At Ironhorse, we don’t just manage money—we guide people through life’s biggest financial moments with care and strategy.
With advanced credentials including CFP®, JD, CPA, CAP®, and Series 7/66 licensing, we combine trusted expertise with the kind of relationship-driven service that makes a lasting impact.
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:
