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.
Strategic Alliances
Michael Binger, CFA®
President of Gradient Investments, LLC
David Johnson, CFP®
Director, Casecentral
Keith Gangl CFA®
Portfolio Manager, Gradient Investments, LLC
Jeremy Bryan CFA®
Portfolio Manager, Gradient Investments, LLC
William Nusser
Licensed Agent
Katelyn Nusser
Licensed Agent