WHAT OUR CLIENTS LIKE MOST ABOUT US
At Irontree, we deliver the hands-on care our select clientele expects from a professional full-service wealth management company.
Because Irontree is an owner-operated firm, we are able to personally customize solutions tailored to our clients’ needs. We monitor our clients’ planning progress and results. We provide updated advice on any indicated course changes. Our clients receive all the benefits of working with a large impersonal firm, plus all the added perks only the personal touch of an independent advisory firm provides.
Adam Wright, MBA
Founder - Financial Planner
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.
Partner - Financial Planner
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.
Certified Legal Document Preparer - AZCLDP #81828
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.
Chief Relationship Manager
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.
EA - Tax
Hundreds of financial advisors throughout Arizona and the Western states know E. Blaine Vance as their instructor and mentor. As an adjunct professor for the University of Phoenix and Western International University, he taught and inspired hundreds of financial professionals working to achieve their Certified Financial Planner® designation. As one of the early recipients of the CFP® designation (1985) he brought years of experience to the classroom. He wrote the textbook on Retirement Planning used for many years. As an Enrolled Agent with the Internal Revenue Service, he brought practical, real-world experience from his tax practice to his presentations. While he taught all six disciplines (Financial Planning, Retirement Planning, Income Tax Planning, Risk Management, Investment Management, and Estate Planning) he was especially noted for his understanding of Estate Planning.
In January of 2003, Blaine took a “hiatus” from teaching and personal financial planning to increase his experience, knowledge and skills when he accepted an appointment to be the Chief Deputy Treasurer for the Treasurer’s Office of the State of Arizona. In that position Mr. Vance oversaw the operation of the Treasury, answering directly to the State Treasurer, performing the duties of the Treasurer in times of his absence. At the request of the Arizona State Legislature to the State Treasurer’s Office, he personally directed a review of the Arizona 529 plan, which resulted in major changes to the plan. He served as a statutory member of the Arizona College Savings Oversight Committee. He sat on the Greater Arizona Development Authority (GADA) and the Water Infrastructure Financing Authority (WIFA). During his tenure, he interfaced with and signed every bond offering made by an agency in the State of Arizona. His greatest passion was supervising and directly participating in the management of over $11.5 Billion in Arizona State Treasury funds. One exciting memory he has is his first $1 Billion trade. Even though it was an extremely short duration investment (3 days – over a week-end), he said he checked his paperwork three times before he “pushed the DONE button” on the trade. After four years, Blaine left the Treasury.
Blaine and his wife, Karen (both native Arizonans) live in Mesa. They enjoy music, dancing, and spending time with their children. Their motto is, “Come grow old with me, the best is yet to be.”
Blaine Vance is completely separate from Irontree Investment Management and is used strictly for tax consulting for Irontree Investment Management and its clients. Blaine Vance offers no investment advice to any of Irontree Investment Management’s clients.
4320 E Brown Rd Ste 113,
Mesa, AZ 85205
Securities offered through Center Street Securities Inc (CSS), a registered Broker-Dealer and member of FINRA and SIPC. Advisor Services offered through Center Street Advisors (CSA), and SEC Registered Investment Advisor. lrontree Wealth Management, CSA and CSS are independent entities. Please be advised that presently, Adam Wright holds Series 7, 63, and 65 licenses in Arizona, Nevada, California, and Nebraska and Dillon Hall holds Series 7, 63, and 65 licenses in Arizona and California. For residents of other states in which registration is not held, proper licenses and registrations must be obtained by Adam Wright and/or Dillon Hall before proceeding further. No part of this communication should be construed as an offer to sell any security or provide investment advice or recommendation. Securities offered through Center Street Securities, Inc. will fluctuate in value and are subject to investment risks including possible loss of principal.