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
Alissa Couchman
Office Assistant
Anya Vasilenko
Assistant to Olga Vasilenko
916-932-2001
Blaine Matteoni
Office Manager and Business Processor
9166084247
Daryl Clark
Consultant
Joel Hemmings
Registered Principal
9166084247
John Joyce, CRPS®
Financial Advisor
916-608-4247
john.joyce@ironpointadvisors.com
John's career in financial services began in 2005 in the Financial District of San Francisco with the business banking division of Union Bank of California. After 5 years, he become an advisor with Sutter Wealth Management in Roseville...
Kathryn Christensen
Assistant to Rob Santoriello
(916) 608-4247
Entered Financial Services in 2006. Holds FINRA Series 6, 63 & 65. CA Insurance 0G27916. Kathryn is a California native, but has traveled around the world and lived in Papua New Guinea for 13 years with her family. She is married to...
Lea Callison
Assistant to Nick Weber & John Joyce
906-608-4247
Entered Financial Services in 1995. Born in Santa Rosa, and raised in the Bay Area, Lea is long time resident of Folsom. She moved to Sacramento where she attained her Bachelor’s degree in Human Resources from California State...
Nick A Weber, CFP®, AIF®, CRPS®
Certified Financial Planner™
(916) 608-4247
Olga Garton
Financial Advisor
(916)932-2001
Olga comes from a close knit family that immigrated to the United States from Ukraine. Throughout her upbringing, she was able to witness the hardships families go through and the fruits of hard work. The belief that we can achieve...
Rob Santoriello
Financial Advisor and CEO of Iron Point Financial Advisors
9166084247
Over 25 years of experience in the Financial Services Industry. A Registered Principal, Financial Advisor and Manager of Business Development for Rios and Associates.