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The quality of advice is equally as important as the relationships formed

We Are A Family Owned And Operated Business

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

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:

Steven D. Kaestner, JD/CPA/CFP®/CAP® Photo Steven D. Kaestner, JD/CPA/CFP®/CAP® Hover Photo
Get to know us

Steven D. Kaestner, JD/CPA/CFP®/CAP®

Owner, Financial Consultant

4 things: cycling, golf, ou football, kids(5)/ grandkids(6)

Steve Kaestner is a CERTIFIED FINANCIAL PROFESSIONAL™ Professional, CPA, Attorney, Chartered Advisor in Philanthropy and the founder of Ironhorse Wealth Management. As the chief executive officer, he has close to 30 years of experience with retirement planning, estate planning, tax management, and investments.

In 1989, Steve founded Steven D. Kaestner, P.C. (SDK PC), a private practice law firm after working for Arthur Andersen LLP and in-house legal counsel for a real estate syndication firm. Steve obtained his Series 7 and Series 66 securities license in 1997 after forming what we now know as Ironhorse and then obtained his Series 24 in 1999. Today, Ironhorse is a full-service firm offering comprehensive plans involving income tax, estate tax and investment solutions. 

Steve earned his Juris Doctor from the University of Oklahoma College of Law in 1982, and his Bachelor of Science in Accounting from the University of South Dakota in 1978. He also completed the Financial Planning Course at Oklahoma City University in preparation for his CFP Certificate exam.

Steve has served as Director and as Chairman of the Oklahoma Venture Forum and he was on the Board of Trustees for the Oklahoma Public Employees Retirement System (OPERS) as a member of the Audit Committee, Investment Committee and Chairman of the Budget Committee. Steve is also an active member of the Oklahoma Bar Association, the American Institute of Certified Public Accountants, the Oklahoma Society of CPAs, the Financial Services Institute, and the Oklahoma Association of Charitable Gift Planners.

email: steve@ironhorseinvest.com


  • Admitted to the BAR of Oklahoma
  • Certified Public Accountant
  • Investment Advisor with Saxony Capital Management, LLC.
  • Registered Representative with Saxony Securities, Inc.
  • Series 7 Securities License
  • Life and Health Insurance License
  • Series 24 Securities License
  • Chartered Advisor in Philanthropy
Jamie Kaestner Photo Jamie Kaestner Hover Photo
Get to know us

Jamie Kaestner

Financial Advisor

4 things: music, football, vado and TRAVELING.

Jamie Kaestner began working for Ironhorse Wealth Management as Client Relations Coordinator in 2012 after graduating from The University of Oklahoma with a Bachelor’s degree in Communication. Prior to working at Ironhorse, Jamie worked for the Oklahoma City Thunder in Community Relations. After passing the Series 7 exam in February of 2015, Jamie became a securities representative and then an Investment Adviser Representative after passing her Series 66 exam in April of 2016. She is currently in pursuit of her Certified Financial Professional (CFP®) designation.

Jamie is responsible for developing written financial plans, portfolio allocations, collecting and analyzing information regarding client risk tolerance, long and short-term goals, income, assets, investments and debts. Client meetings can be held with Steve or Jamie to discuss financial goals, portfolio reviews and investment timelines. Jamie is passionate about educating and informing young professionals on the benefits and significance of getting a grasp on financial planning matters sooner than later which includes creating a budget, getting out of debt, education planning, 401(k) allocations, ongoing saving plans and more.

You can contact Jamie if you need help or have questions on any of the above or would like to meet with her to discuss your financial goals!

Email: jamie@ironhorseinvest.com


  • Series 7 Securities License
  • Series 66 (combination of the 65 and 63) Securities License
  • Oklahoma's "Next Generation Under 30" Award (2016)

Lori Kaestner Photo Lori Kaestner Hover Photo
Get to know us

Lori Kaestner

Senior Administrative & Legal Assistant

4 Things: family (5 kids & 6 grandkids), cooking, mowing & nature

Since 1989, Lori has worked as a Service Assistant to Steve and has held the position of Office Manager at Ironhorse Wealth Management since 2011

Prior to working at Ironhorse, Lori worked for accounting firms in Oklahoma City for eight years. Lori is responsible for working on investment paperwork and handles a wide range of tasks regarding new and existing investments. Lori has 24 years of experience working with Steve and is able to answer a variety of questions that you might have.

email: lori@ironhorseinvest.com


  • Steve's Wife. They have been married for 28 years and have worked together for 26 years - we think that is worth a certification!
Lauren Zirtzman Photo Lauren Zirtzman Hover Photo
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Lauren Zirtzman

Client Relations Coordinator, Life Insurance Producer

4 things: Family, football, travel & the lake

Lauren Zirtzman has held the position of Client Relations Coordinator at Ironhorse Wealth Management since April of 2015. Prior to working at Ironhorse, Lauren attended The University of Oklahoma. Lauren has her associate’s degree in Diversified Studies with a concentrated focus on Human Relations. Lauren is responsible for prepping client paperwork, tracking investments and rollovers, assisting with withdrawals and required minimum distributions, generating client meeting documents, organizing client events and entering and maintaining client data in comprehensive financial planning software.

In addition to her roll on the investment side, Lauren also passed her Life Insurance exam in August of 2016 and is a licensed insurance producer.

email: lauren@ironhorseinvest.com


  • Life Insurance License
Diana Rivera Photo Diana Rivera Hover Photo
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Diana Rivera

Client Advocate

4 things: travel, grandchildren, sports & concerts


Diana has worked for Ironhorse Investments & Estate Planning since February of 2022. She is the first voice you hear when you call our office and is an integral part of our day to day operations. She can help support general inquiries and setting apointments but behind the scenes, Diana helps assemble materials for client meetings in addition to maintaining our entire client database and other client service related items.

Prior to working on the Ironhorse team, Diana worked for an automobile dealership in sales, finance and as a manager. She comes to us with over 20 years experience. Diana is also fluent in Spanish and was born and raised in western Oklahoma!

Email: Diana@ironhorseinvest.com

Riley Yahola Photo Riley Yahola Hover Photo
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Riley Yahola

Investment Intern

Four things: Family, pickleball, cooking & coffee

Riley started her investment internship with Ironhorse in January of 2024. Her current responsibilities include handling client communication, processing service requests, running investment reports and analysis while also preparing meeting documents. 

Riley is currently enrolled at Oklahoma State University where she will be graduation Spring 2024 with a bachelor's degree in finance and a minor in energy finance. After graduation, Riley will be joining the Ironhorse team full-time!

Email: Riley@ironhorseinvest.com

Vado Photo Vado Hover Photo
Get to know us


Office Mascot

4 Things: warm weather, hiking, swimming & cuddling

Vado was rescued outside of a truck stop in Vado, New Mexico at one and a half years of age. She was then brought to Minnesota where Jamie adopted her in January of 2022. She does go into the office every day and you can find her sleeping next to Jamie's desk. While Vado spends most of her time in the Minnesota office, she does make visits to Oklahoma!

Vado's Breed Mix:

  • 27% American Pit Bull Terrier
  • 17% Australian Cattle Dog
  • 8% Boxer
  • 8% Chow Chow
  • 7% Labrador Retriever