Scott Broaddus CFP®, AIF®, CEPA®

Partner
(804) 327-0424

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.

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.

Tripp Leonard CFP®, AIF®, CEPA®

Partner
(804) 327-0431

Professional Experience:
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.

Mission Statement:
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 achieve their financial independence.

Education:
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®
  • Estate Planning Council of Richmond
  • Investment Advisor representative and a registered representative of Securian Financial Services
  • Series 7, 6, & 65 Registrations
  • Life & Health licensed

Jared C. Lewis CFP®, AIF®, CPFA

Partner
(804) 327-0466

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.

*This should not be considered as tax advice. Consult a qualified tax professional regarding your individual situation.

Emily Armstrong

Director, Private Client Services
(804) 327-0458

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), an Investment Advisor Representative (Series 66), and a Registered Securities Principal (Series 24) with Securian Financial Services Inc.

TR: 3425593
DOFU: 02/2021

Benny Bowman

Director of Business Development

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. His attention now turns to establishing relationships with private business owners and executives that can utilize the expertise of Irongate's Financial Advisors 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 (Series 7) with Securian Financial Services, Inc.
  • Board member and past president, Association for Corporate Growth Richmond

Chris Ellis CFP®

Financial Advisor
(804) 327-0403

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 Securian Financial Services, Inc.

Professional Affiliations and Certifications

  • CERTIFIED FINANCIAL PLANNER™ Practitioner - CFP®
  • Registered Representative and Investment Advisor Representative of Securian Financial Services, Inc. (Series 7, 66)
  • Life and Health Licensed
  • Treasurer of the James Madison University Alumni Association Board of Directors

TR: 3446325
DOFU: 02/2021

 

Karolina Ellis CLU®, ChFC®

Manager, Private Client Services
(804) 327- 0445

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 FINRA 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 and investment advisor representative of Securian Financial Services, Inc.

Outside the office, Karolina enjoys CrossFit, cooking, visiting her home country and spending time with family and friends.

Jennifer Farley

Wealth Management Administrative Support
(804) 327-0477

Jennifer has worked with our advisory team since October 2021 and holds her Life, Health, and Annuity license. Prior to that, 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 game night with her kids.

Susan A. Murphey CFP®, CPFA

Director, Workplace Retirement Services
(804) 327-0478

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) and Investment Advisor Representative (Series 66) of Securian Financial Services Inc. 

TR: 3436911
DOFU: 02/2021

 

Keith Muth

Financial Planning Associate
(804) 250-8848

Keith grew up in Richmond and has spent his career running operations for large and small companies, government programs, and nonprofits. Previously, he was the co-founder of a digital health startup in San Francisco. After the startup was acquired, he became COO of Rock Health, a digital health venture fund and research firm. Before joining Irongate, he was the Director of the Presidential Innovation Fellows, a program that pairs private sector talent with senior government leaders to design and deliver solutions for federal agencies.

Keith is a graduate of James Madison University where his coursework included business, computer science, and web development. His passion for leveraging new technologies has enabled him to deliver high-quality products and services to his clients.