Scott Broaddus is an equity partner of Irongate Capital Advisors. As a Financial Advisor and Certified Financial Planner™ Practitioner, Scott specializes in providing advice for families and private business. His practice focuses on private client comprehensive financial planning, cash flow modeling and projections, investment selection, tax strategies*, portfolio construction, and qualified plan construction for businesses and non-profit organizations.
Scott has been recognized by Forbes Magazine as a ‘Best-In-State Wealth Advisor’ for the state of Virginia . He also serves on the board of directors of Premier Resource Group and is a member of the Richmond Estate Planning Council.
In addition to obtaining his CFP® certification in 2010, Scott has earned the Accredited Investment Fiduciary™ designation through the Center for Fiduciary Studies. He is also a Registered Representative (Series 7), Investment Advisory Representative (Series 66), and a registered securities principal (Series 24) through Securian Financial Services, Inc.
Scott Broaddus is a native of Fairfax, VA, and graduated cum laude from the R.B. Pamplin College of Business at Virginia Tech. During his first two years, he attended the University of Mary Washington where he competed in both cross country and track and field. Scott and his wife, Melissa, live in Richmond with their two children.
*This should not be considered as tax advice. Consult a qualified tax professional regarding your individual situation.
**Scott Broaddus made the Forbes list on 4/7/2022 and was evaluated based on 2021 data. The listing is prepared by SHOOK(TM) Research and is based primarily on revenue production, assets under management, and other criteria relative to years of experience, credentials, client retention and servicing, business model, community involvement, financial professional and peer interviews, and compliance background. Financial professionals do not pay a fee or compensation to be considered for the listing. Working with this individual or firm is not a guarantee of future financial results. Product performance is not a factor in the evaluation process. Investors should conduct their own evaluation. 4956366 DOFU 9/2022
Tripp Leonard is an equity partner of Irongate Capital Advisors. Since 1994, he has worked with private businesses, their owners, and their key people in the areas of business succession planning, capital allocation & investment management, risk management, and employee benefits. His practice is focused on fee-based corporate & personal financial planning and investment advisory services for individuals, corporations, and qualified retirement plans.
Financial Independence affords security, flexibility, and opportunity---the security that comes with taking care of your family financially; the flexibility to choose the work & service for which you are passionate; the opportunity to reach back and help others. Independence is the end that wealth serves. Our mission is to help those people with whom we have a working relationship to define, plan for, and pursue their financial independence.
Tripp graduated with honors from University of Richmond’s Robins School of Business (1994) where he received a Bachelor of Science degree in Business Administration.
Professional Affiliations and Certifications:
- Certified Financial Planner™ Professional–CFP®
- Accredited Investment Fiduciary–AIF®
- Investment Advisor representative of Cetera Investment Advisers
- Registered representative of Cetera Advisor Networks
- Series 7, 6, & 65 Registrations
- Life & Health licensed
Jared Lewis is an equity partner of Irongate Capital Advisors. As a CERTIFIED FINANCIAL PLANNER™ Professional, Jared's practice focuses on financial planning and investment advisory services for families, corporations and qualified retirement plans. Through a consultative process, he helps his clients address their biggest concerns: growing and preserving their wealth, retirement, mitigating taxes, and taking care of their heirs.
Areas of focus include private client financial planning, cash flow modeling and retirement income strategies, investment selection and portfolio management, tax strategies*, 401k and other employer sponsored retirement plans, and risk management.
In addition to obtaining his CFP® certification, he also earned the AIF® Accredited Investment Fiduciary® certification, certifying specialized knowledge of fiduciary standards of care and their application to the investment management process. He also holds the Certified Plan Fiduciary Advisor (CPFA) credential demonstrating his expertise, experience and commitment to working with retirement plans.
Jared is a graduate of the R.B. Pamplin College of Business at Virginia Tech. He earned a degree in Finance with a focus on Financial Planning through a CFP® Board Registered Certification Program. During his time there he also participated in the Leadership Program.
*For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Advisor Networks LLC nor any of its representatives may give legal or tax advice.
Over the last decade working with our advisory team, Emily has reshaped and built what is now the gold standard for our firm’s client onboarding and servicing models. Efficiency, thoughtfulness and detail are at the heart of everything Emily does. She excels at coming up with creative solutions, and consistently delivers the highest level of service while building meaningful relationships with our clients.
Emily was born and raised in Mechanicsville, Virginia and attended college at James Madison University where she graduated with a degree in Finance in 2008. She now lives in Richmond with her husband, Jeff, and their Irish Setter, Finn. She has recently begun the process of getting Finn certified as an AKC Therapy Dog and is looking forward to volunteering with him in the community. Emily touts herself as an excellent cook, and has a knack for decorating and organizing.
Emily is a Registered Representative (Series 7) with Cetera Advisor Networks, an Investment Advisor Representative (Series 66) with Cetera Investment Advisers, and a Registered Securities Principal (Series 24).
Benny Bowman has more than two decades of executive management experience covering all facets of business including operations, sales, acquisitions, and succession planning. The process of developing his own succession plan initiated his interest in high level corporate and personal financial strategy. Benny focuses on establishing relationships with private business owners and executives that can utilize the expertise of Irongate's Financial advice and services.
Benny graduated summa cum laude from Liberty University where he received a Bachelor of Science degree in Business Administration. Benny also completed the Mini MBA program at the University of Richmond's Robins School of Business.
Professional Certifications and Affiliations:
- Registered Representative of Cetera Advisor Networks and Investment Advisor Representative of Cetera Investment Advisers (Series 7, 66) Past board member and past president, Association for Corporate Growth Richmond
Chris graduated from James Madison University with a degree in Business Management and earned his Master of Business Administration (MBA) degree in Entrepreneurship from George Mason University.
Prior to becoming a financial advisor in 2015 Chris spent time consulting for small businesses and government contractors. Chris comes from a long line of teachers, and through financial services, has continued that passion for helping and educating others.
Chris is a CERTIFIED FINANCIAL PLANNER™ Practitioner and focuses his practice on the development of comprehensive financial plans, 401(k) administration, and investment advisory services.
Chris lives in Falls Church with his wife and two dogs. He enjoys running with the dogs and the occasional round of golf.
Chris is a Registered Representative and Investment Advisor Representative with Cetera.
Professional Affiliations and Certifications
- CERTIFIED FINANCIAL PLANNER™ Practitioner - CFP®
- Registered Representative and Investment Advisor Representative of Cetera. (Series 7, 66)
- Life and Health Licensed
Karolina was born and raised in Poland and came to the United States as a student. She graduated from Virginia Commonwealth University in 2011 with a Bachelor of Science degree in Business with a concentration in Financial Planning.
She holds the Series 6, 7 and 63 securities registrations and is Life, Health and Annuity licensed. Karolina earned her Chartered Life Underwriter designation (CLU®) from The American College of Financial Services in December 2017 and went on to earn her Chartered Financial Consultant designation (ChFC®) in June 2018. Karolina is a registered representative of Cetera Advisor Networks and investment advisor representative of Cetera Investment Advisers.
Outside the office, Karolina enjoys CrossFit, cooking, visiting her home country and spending time with family and friends.
Jennifer has worked with our advisory team since October, 2021. She assists in guiding our clients through the underwriting process as well as helping with any insurance and investment account service needs. Prior to joining Irongate, she spent over 12 years working at a local investment advisory firm.
Jennifer was born and raised in Portsmouth, VA and moved to the Richmond area in 2000. She currently lives in Hanover with her husband, Jackson, and their three children. In her free time, she enjoys spending time with family and friends, reading, and traveling.
Jennifer is a Registered Representative (Series 7) of Cetera Advisor Networks and an Investment Advisor Representative (Series 66) of Cetera Investment Advisers, and is Life, Health, and Annuity licensed.
Susan has worked with our advisory team since 2017 after spending over 20 years working at local investment advisory firms. Susan has been instrumental in developing our workplace retirement services. She enjoys assisting business owners and plan participants in the qualified retirement plan arena.
Susan was born and raised in Midlothian, Virginia and attended college at Virginia Tech. She currently lives in the Midlothian area with her husband, Chris, and their two children. In her free time, she enjoys reading and spending time with family and friends.
Susan is a CERTIFIED FINANCIAL PLANNER professional, and a Certified Plan Fiduciary Advisor (CPFA). She is also a Registered Representative (Series 7) of Cetera Advisor Networks and an Investment Advisor Representative (Series 63) of Cetera Investment Advisers.