Team

Nick Weber and John Joyce are Financial Advisors with one mission ... “Putting our clients needs first.” We do this by listening carefully, and understanding each individual’s needs, goals, and dreams. We don't believe in “one size fits all.” Our recommendations are tailored to the individual. In our firm, “good business ethics” is not an out dated idea, it’s how we gain the respect of our clients and our community. We are an Office of Supervisory Jurisdiction (OSJ) for our Broker Dealer, Securities America, Inc., located in Omaha, Nebraska.

Our associate team has decades of experience in the financial services field. Our team members know that working together and sharing their knowledge and experience is the way to satisfy client needs. This process provides you a unique opportunity to work with experienced professionals in the field of financial services planning and the opportunity to pursue the results you want while receiving the special attention you deserve.

Visit the Firm’s website at www.ironpointadvisors.com

John Joyce, CRPS®, AIF®

Wealth Advisor

877-932-4101

916-608-4247

john.joyce@ironpointadvisors.com

John works with retirees and pre-retirees to design smart, tax-aware income strategies and simplify long-term planning with clear, goal-based frameworks

Lea Callison

Client Service Associate

877-932-4101 ext 25

916-608-4247

lea@ironpointpw.com

Lea ensures our clients receive seamless support and proactive communication, making sure no detail is overlooked.

Nick Weber, CFP®, CPWA®, AIF®, CEPA®, CRPS®

Founder & Private Wealth Advisor

877-932-4101 ext 16

916-608-4247

nick@ironpointpw.com

As CIO of IronPoint Capital Management, Nick leads complex planning & investment strategies for HNW families, business owners, & retirement savers, combining deep credentials, behavioral finance, & modern tools to provide clarity.

Richard Clinton

Wealth Advisor

877-932-4101 ext 23

richard@ironpointpw.com

Richard specializes in UHNW investment strategy and helps sophisticated clients align their portfolios with their long-term vision, values, and estate planning goals.

Rob Santoriello

Founder, Iron Point Financial Advisors

916-932-4101

916-608-4247

Rob brings over 25 years of experience serving high-net-worth individuals and families, with a focus on relationship-driven wealth management.

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