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(480) 776-5960 - Phoenix, AZ

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Team

Please click on our individual profiles to learn more about each member of our team. 



 
Alexander D. Marek works in the Financial Planning and Business Development Divisions of Ironwood Wealth Management, LLC. He tackles the challenges faced by wealthy families and successful organizations. These issues are frequently...

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Cean N. Kenefick-Rogers is the head of the Investment Division for Ironwood Wealth Management, LLC. He assists affluent individuals, foundations, and Employee Benefit Plans with asset management concerns and opportunities....

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Rydan D. Case is a founding Partner of Ironwood Wealth Management, LLC. Ironwood is an Independent Investment Adviser registered with the SEC that specializes in providing clients with diverse products and services to help achieve...

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Rick Wagner

Financial Planner

480.550.9285

480.776.5961

As a Financial Planner with Ironwood Wealth Management, Rick meets with clients to develop and implement personalized financial plans. Rick is also heavily involved with conducting client reviews. Rick has experience in tax planning,...

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Nick Basso

Portfolio Administrator

480.550.9289

480.776.5961

Nick has always taken a keen interest in all-things investment related. His role at Ironwood includes, but is not limited to, working with a third party auditing company to keep our model portfolio performance verified. A Bucknell...

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As Office Manager, Colleen strives to keep things running smoothly through the efficient execution, maintenance, and upholding of office operations and procedures. As part of her role, Colleen contributes to the team effort in...

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Terra Curtiss

Client Service Administrator

480.776.5960

480.776.5961

As Client Services Administrator, Terra strives to exceed the expectations of clientele through relationship development and the delivery of superior customer service. Serving as the liaison between client and Advisor, Terra maintains...

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Nish Menon resides in Tempe, Arizona. He enjoys travelling, weight raining, learning and ping pong. Graduated Cum Laude from the W.P. Carey School of Business, ASU

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Craig Moore

Financial Planner

480-776-5960

480-776-5961

As a financial planner with Ironwood Wealth Management, Craig meets with and assist clients in meeting their individual goals through the implementation of financial strategies and plan development. Craig meets with clients on a...

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