Adam Wright is the founder and President of Irontree Investment Management. He is a member of The Estate Planning Team where he helps shelter taxes through trust work and other tax planning strategies. He has a background in Business Law, Economic Analysis and holds a BS in International Business from Arizona State University and an MBA in business administration from Southern Oregon University.

Adam is approaching ten years’ experience in the financial services arena serving many clients throughout Arizona, Nevada, Oregon, and Nebraska. In addition to helping clients with retirement and investment planning, he assists clients in tax-deferred investment vehicles such as Delaware Statutory Trusts, Deferred Sales Trusts, 1031, and 1035 exchanges

In addition to his interest in financial education, he has a passion for fly-fishing and conservation efforts. He served as vice president of the Rogue Fly Fishers (2014) and as the president in 2015. He works with non-profit groups such as Casting for Recovery, which provides healing outdoor retreats for women with breast cancer centered on the therapeutic comfort of fly-fishing. Adam is an Eagle Scout and volunteers as the Scout leader for a group of 12 and 13-year-olds in his local church congregation.

Adam understands the importance of a close-knit family for himself and his clients. He enjoys his off hours with his wife Kellie and their three children, especially their dance lessons, ball games, camping, fly-fishing, and any outdoor activity.

Dillon Hall is a Partner and Financial Planner at Irontree Investment Management. He is also a member of The Estate Planning Team where he works closely with business owners and real estate investors to defer paying capital gains taxes when selling their business or practice and real estate. He serves clients in Arizona and California and focuses on retirement income planning, advanced tax strategies, estate planning, and financial education. As a financial professional, he is committed to helping people just like you create custom solutions for their hard earned retirement assets.

 Dillon is a proud Arizona native and graduated with honors from Arizona State University. He is an active affiliate member of the Arizona Business Broker Association (AZBBA) and holds his series 7, 65, and 63 securities licenses as well as his insurance licenses.

 Outside of the office, Dillon is active in his church and community in Gilbert. He loves spending time with his wife Michelle, their son Finn, and their large extended family in the valley. His favorite activities include watching his son play sports, hiking, fishing, and surfing at the beautiful Arizona lakes.

Lindsay began her career in the legal field over 8 years ago working as a legal assistant for a law firm.  Within several years, she was promoted to work as a paralegal, which allowed her to prepare legal documents under the supervision of an attorney.  After a couple of years of paralegal work focused on Estate Planning and Family Law, she desired to expand her opportunities as an Arizona Certified Legal Document Preparer (AZCLDP).  An AZCLDP is licensed and regulated through the Arizona Supreme Court and allowed to prepare legal documents independently from an attorney. While a legal document preparer cannot give legal advice or strategy, they can provide factual information and options. As a result, Lindsay is able to prepare and execute Trusts and other legal documents and contracts that fit the need of Irontree’s clients.

 Outside of work, Lindsay enjoys spending time with her husband and children traveling, wakeboarding/surfing, snow skiing, and hiking.

Lindsay also volunteers as President over the youth under the age of 12 at her local church congregation.

Stephanie Wright is the Chief Relationship Manager for Irontree Investment Management. Stephanie attended Northern Arizona University and Arizona State University where she majored in Secondary English and Humanities. She has been a licensed Real Estate agent in Arizona for twenty-three years. She is well versed in navigating the complexities of Real Estate transactions and has guided many clients through the process of buying and selling real estate property.

Before coming to Irontree, Stephanie worked as the Clerical Aide in the Special Education Department for Arizona Mesa Public Schools, and as the marketing director for the Phoenix metro area franchise of Pistol Pete’s Pizza chain.

She has developed extensive positive business relationships in her community as the Parent Teacher Organization Secretary/Treasurer, her work on the boards of Greater Mesa Community Development Corporation (CDC), the Neighborhood Economic Development Corporation, (NEDCO), and the Arizona Museum of Natural History Foundation. Her work in the community has garnered her the “Spirit of Mesa” award, the “Pride of Mesa” award, and the “Mayor’s Award” in recognition of her efforts in Community Pride to Build a Better Mesa.