meet the team
Rob Santoriello
President & CEO
916-608-4247
Rob has more than 30 years of experience in the financial services industry. He is a Registered Principal, OSJ Branch Manager, and Financial Advisor. He also serves as President of Iron Point Financial Advisors, Inc. He has a holistic...
Joel Hemmings
Chief Compliance Officer/Registered Principal
916-608-4247
Blaine Matteoni
OSJ Office Manager
916-608-4247
OSJ Office Manager: Blaine is responsible for managing the office, training the team, and helping ensure that clients have all the information they need at their fingertips. Blaine has been with Iron Point...
Kathryn Christensen
Registered Office Assistant/Assistant to Rob Santoriello
916-608-4247
Registered Office Assistant/Assistant to Rob Santoriello: Kathryn began in financial services in 2006. She holds Finra Series 6, NASAA 63 & 65 licenses and CA Insurance license #0G027916. She is a California native, but has traveled...
Abby Ronnebeck
Registered Office Assistant for Rob Santoriello focused on Growth & Innovation
916-608-4247
Registered Office Assistant for Rob Santoriello focused on Growth & Innovation: Abby is responsible for Relationship Management, Transitions, Recruiting Support, Marketing & Events for the OSJ. Her Focus is simple,...
Alissa Couchman
Senior OSJ Office Assistant
916-608-4247
Senior OSJ Office Assistant: Alissa has more than a decade of customer service experience and has been a member of Iron Point Financial Advisors since 2014. Alissa and her husband, Cameron, live in Sacramento with their dog Timmy. When...
Madeline Tuberty
OSJ Office Assistant/Assistant to Rob Santoriello
916-608-4247
madeline@ironpointadvisors.com
OSJ Office Assistant/Assistant to Rob Santoriello: Madeline Tuberty is Iron Point's newest OSJ Office Assistant and Assistant to Rob Santoriello. Madeline has 8 years of customer service experience, 5 of which in a professional office...
Mitch Smith
OSJ Office Assistant
916-608-4247
Mitch has worked in customer service for over a decade, starting out in the public sector with a background in clerical work as well as Information Technology. Mitch lives in Folsom with his fiance Paige, his two cats: Luna and Eclipse...
AiRung Liu
Business Development Manager
AiRung Liu is the owner of High Valley Financial Planning Services. High Valley Financial Planning Services is a privately owned, diversified, and full service financial planning firm located in Fremont, California. Ms. Liu comes from...
Angel Aguinaldo
Registered Representative
BRANCH OFFICE: 2326 Flintridge Drive, Glendale, CA 91206
Michael Baird
Registered Representative
BRANCH OFFICE: 1030 Country Club Drive, Suite D, Moraga, CA 94556
CA Insurance License #0H91802
Brian Bannister
Registered Representative
BRANCH OFFICE: 7844 Madison Avenue, Suite 150, Fair Oaks, CA 95628
Rod Bannister
Registered Representative
Charles Carter
Registered Representative
Christian Chukwuma, MBA, BFA™
Registered Representative
Christian utilizes a personal approach when partnering with you for your investment needs. As an independent financial advisor, he is able to provide fair, objective and unbiased counsel; he can select only those products and services...
Peter Cole
Registered Representative
Peter is the founder and director of Insight Financial Group. He is the author of many articles in the financial and psychological fields. Through Insight Financial Group's core services of financial planning, money management...
Germaine Cordes
Registered Representative
925-215-2386
BRANCH OFFICE: 4695 Chabot Dr., Ste. 200, Pleasanton, CA, 94588.
Erci Donnelly
Registered Representative
Steve Eklund
Registered Representative
Olga Garton
Registered Representative
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...
Kevin Harback
Registered Representative
I take pride in working one on one with all of my clients to really understand their goals and to help guide them through the myriad of complex financial obstacles. There are so many choices and variables involved in managing an...
David Hartman
Registered Representative
BRANCH OFFICE: 4145 Rocklin Road, Rocklin, CA 95677
John Hartman
Registered Representative
Entered Financial Services industry in 1987 as founder of John Hartman & Associates. Credentialed as a Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC), Registered Health Underwriter (RHU) and Registered Employee...
Matthew Hefner
Registered Representative
Edward Hendricks
Registered Representative
Entered Financial Services industry in 1977. Earned designation of Life Underwriter Training Counsel Fellow 1984. Associates of Arts in criminal Justice 1976, Western Nevada Community College, University of Nevada, Reno system....
Nancy High
Registered Representative
Nancy S. High has over 30 years experience in the investment industry ranging from banking, investment operations, asset management and now as owner of NSH Retirement Strategies. BRANCH OFFICE: 26231 72nd Ave. NW, Suite 101, Stanwood,...
Fred Hymans
Registered Representative
Fred Hymans, CFP® has spent his career in the financial field including over 20 years’ experience providing comprehensive financial planning and advice to clients in Northern California and in several states across the...
Greg Jacobs
Registered Representative
Greg entered the Insurance and Financial Services industry, with the help of his father (who is still actively working in the industry) in March of 2000...
John Joyce
Registered Representative
Trisha King
Registered Representative
Dan Kjerulf
Registered Representative
BRANCH OFFICE: 3031 W March Ln #212W Stockton, CA 95219
Kenneth "KC" Krichbaum
Registered Representative
Marc Kriessmann
Registered Representative
Marc is Managing Director of Hatch Retirement Services. Beyond wealth management, the “Hatch Plan” incorporates advance planning for the important health, family and lifestyle decisions that inevitably arise through the...
Rashida Lilani
Registered Representative
Early in her career, Rashida realized that if she truly wanted to make a difference in her clients’ lives, she had to be a specialist and work with a smaller segment of individuals. With her personal experiences as a single mom,...
Michael Long
Registered Representative
Matthew Lopez
Registered Representative
Katheryne McMillan
Registered Representative
BRANCH OFFICE: 575 E Mason Lake Drive S, Grapeview, WA 98546
Roger Morrison
Registered Representative
Ryan Morrison
Registered Representative
I joined the financial industry because of my passion for financial planning and providing financial advice. Over the last 7 years, I have focused on financial education and dedicated my practice to helping people develop strong...
Lee Murphy
Registered Representative
My name is Lee Michael Murphy, I’m the host of an award winning career and money focused podcast called The Free Retiree Show, and a wealth manager who helps individuals and companies with their retirement planning...
Kevin Newhouse
Associate Advisor
Kevin Newhouse has been in the financial industry since 2009 and takes great pride in providing top quality client service. He grew up in Santa Cruz County and is a graduate of Aptos High School...
Chris Paydock
Registered Representative
Chris was born in Cleveland, OH and brings his Mid-West values into the practice. He loves building relationships and understands the financial needs of everyday people. He thrives on getting to know client’s concerns and implementing the
Bobby Payvandi
Registered Representative
BRANCH OFFICE: 7840 Madison Ave, Suite 154 Fair Oaks, CA 95628
Jim Putnam
Registered Representative
BRANCH OFFICE: 7840 Madison Ave, Suite 154 Fair Oaks, CA 95628
Brian Rambo
Registered Representative
Brian Rambo, CFP®, is the founder and president of Rambo Wealth Management. Beginning in the financial industry in 2004, Brian worked for Morgan Stanley and Edward Jones, and in 2008 joined a small independent broker dealer...
Thomas Rambo
Registered Representative
Tom Rambo is a Registered Representative and Investment Advisor Representative with Rambo Wealth Management. Responsible for helping clients choose proper investments, Tom specializes...
Ronald Riggan
Registered Representative
LaRue Rocha
Registered Representative
BRANCH OFFICE: 448 Redcliff Drive, Suite 213, Redding, CA 96002
Fred Rogers III
Registered Representative
BRANCH OFFICE: 1111 Exposition Boulevard, Bldg. 100, Sacramento, CA 95815
Kathleen Rzeplinski
Registered Representative
Kathleen has lived on the Mendocino Coast since 1977 and has been running her own bookkeeping business for over 35 years. After completing her education at Sacramento State University, she passed a rigorous exam to prepare taxes...
Allison Scoggin
Registered Representative
Wesley Scoggin
Registered Representative
Natalie Smith
Registered Representative
Ali Ternan
Registered Representative
As an Independent Financial Advisor, Ali strives to create lasting partnerships with her clients through transparency and education. With access to a myriad of solutions, Ali provides customized planning and strategies to meet...
Michael G. Thompson, CPA/PFS
Registered Representative
Juan Vargas
Registered Representative
BRANCH OFFICE: 6876 Indiana Ave, #A Riverside, CA 92506
Christa Varda
Registered Representative
Christa focuses on working with clients to create long-term, personalized financial plans while overseeing the implementation and monitoring of an agreed upon plan. As a Securities America IAR, Christa holds FINRA Series 7 and 66...
David Vigil
Registered Representative
Nick Weber
Registered Representative
Nick holds the Certified Financial Planner™ designation, he is an Accredited Investment Fiduciary® and also a Chartered Retirement Plan Specialist®. His financial planning career began in 2007 where he started at...
Dorothy Whitman
Registered Representative
My practice is especially designed to help you make your finances support your hopes, dreams and visions. Often in life it is the other way around. We sometimes seem to be in service to our cash flow. See what it’s like to work...
Timothy Wong
Registered Representative
Tyler Wong
Registered Representative
BRANCH OFFICE: 1031 S. Glendora Avenue, West Covina, CA 91790
Ben Yohanan II
Registered Representative
Jacob Young
Registered Representative
Jacob Young is an independent financial planner that has been helping clients meet their financial needs since 1996. Jacob learned about the world of investments from his father, who was also a financial planner...