Gretchen joined the Iron Legacy Wealth Advisors Team in May 2022 and quickly became an integral member. In Gretchen’s role as a Client Services Manager, she spends much of her days assisting clients with cash deposits, distributions, and servicing accounts. She also provides many services to our 401k retirement plan clients.
Gretchen brings over 10 years of banking experience to Iron Legacy. During her time at Regions Bank, she was able to advance her career as a part time teller to a full time Financial Relationship Associate. Gretchen is excited to continue her financial career by cultivating new relationships and expanding her knowledge and skills at Iron Legacy Wealth Advisors.
Gretchen enjoys riding horses, shooting sporting clays and traveling with her husband. She has two young adult children who work in the family business as well.