Jaime Malm
Owner
Jaime Malm is a national speaker, financial educator, and retirement income planner. Jaime has not only counseled thousands of clients over her career toward financial freedom and success, but has served as a mentor and coach to hundreds of top financial advisors across the U.S. for the last 20 years.
Jaime’s unique approach to tax efficient retirement planning has been featured on Yahoo Finance, ABC, CBS, FOX network affiliates, Wall Street Journal Market Watch and the New York Business Journal.
Jaime is the founder of Iron Horse Financial Services, is an investment advisor representative and serves as a “fiduciary” to her clients, providing a five step, comprehensive approach to retirement planning. Jaime lives in McPherson, KS with her husband, Brad and their three children.
Brad Malm
Co-Owner
Brad graduated from Washburn University with a Masters Degree in Administrative Criminal Justice as well as a Masters in Business Administration. He served in the Air National Guard and began his financial career at a national financial firm in 2002.
Brad has attained his Series 6 and 63 designations, the Professional in Human Resources Certification (PHR) and the SHRM-CP (Certified Professional).
Brad brings over 20 years experience in business administration, is the co-founder of Iron Horse Properties and Iron Horse Financial Services. He and Jaime have been married since 2001 and have three children.
Emma Malm
Director of Marketing
Emma Malm is the Operations Manager for Iron Horse Financial. Emma strives to create the best experience for our clients. Emma is a recent graduate from Tabor College with a major in Business and Marketing. Emma is a licensed life and health agent and supports clients with life insurance and Medicare planning needs. Emma also coaches high school basketball at McPherson High and loves her English Bulldog, Lucy.
Margo Lysell
Director of Administration
Margo Lysell is the director of administration for Iron Horse Financial. Margo has worked in education for over 25 years. Margo received her bachelor’s degree from Washburn University and her master’s in administration from Fort Hays State University. Margo brings her organizational and technological skills to Iron House as well as her commitment to positive client communications and relationship building.
Ron Bangle
Investment Advisor Representative
Ron Bangle, CRPC, and Investment Advisor Representative, brings over three decades of serving Kansans with financial services in areas of wealth management, retirement planning, estate creation and preservation. Whether assisting clients in preparation for retirement or helping structure a succession plan for Individuals, business owners or the family farm, Ron enjoys the relationship building aspects of being an advisor for Iron Horse Financial. A Series 65 fiduciary advisor, licensed life and health agent and certification from the College of Financial Planning as a Chartered Retirement Planning Counselor (CRPC). Ron resides in Wichita and Kansas City and enjoys time with his family and especially following the activities of six grandchildren.
Strategic Alliances
Michael Binger, CFA®
President of Gradient Investments, LLC
David Johnson, CFP®
Director, Case Central
Keith Gangl CFA®
Senior Portfolio Manager, Gradient Investments, LLC
Tyler Ellegard CFA®
Portfolio Manager, Gradient Investments, LLC
Tyler joined Gradient Investments in 2018 after prior roles with a large retail wealth advisory firm. Tyler has developed experience with financial advice, asset allocation, and investment analysis across the asset spectrum. He is a CFA® charterholder and has been featured in media outlets including TD Ameritrade Network, Reuters and the Wall Street Journal.
William Nusser
Licensed Agent
Katelyn Nusser
Licensed Agent