Sip, Shop, & Strategize
After Hours Client Event
Sip, Shop, & Strategize
After Hours Client Event
David is the Director of our Case Central team. Case Central is a team of CFA’s and CFP’s dedicated to using the most innovative technology solutions to provide a comprehensive analysis for your financial plan. Case Central can assist with evaluating 401(k) rollovers, Roth IRA conversions, Social Security maximization strategies, tax planning strategies, portfolio analysis and more.
Katelyn Nusser is a licensed Enrolled Agent from Bruce, Wisconsin. Obtained her accounting degree from Northwood Technical College. Katelyn joined Simmons & Simmons-Public Accountants in 2016.
Katelyn provides a wide variety of services including tax preparation, tax planning, payroll and financial statement preparation. Katelyn is actively involved in the community serving as the Clerk for the Larned Recreation Commission, board member for the Santa Fe Trailer Center and President of Larned Civic PRIDE Organization.
If you catch Katelyn outside the office or volunteering, you could find her enjoying her free time outdoors in a variety of activities with a special passion for camping and reading. Katelyn is an avid supporter and member of the Nusser Racing team traveling across the Midwest with William. She even has a little sense of speed having her motorcycle license.
William Nusser is a licensed Enrolled Agent from Hutchinson, KS that has a passion for hard work. Proudly Simmons & Simmons-Public Accountants has been his only place of employment since graduating from Washburn University in 2010. In 2017, he purchased the firm from Kevin and Joe Simmons.
William has a passion for servant leadership serving as Mayor for the City of Larned since 2015 while having active roles in community with participation in community organizations, including being the treasurer for the Larned Chamber of Commerce and a past president of the Larned Civic PRIDE Organization.
Outside of using his expertise in tax and accounting for clients at Simmons & Simmons what drives him is traveling the Midwest racing dirt oval track cars. Across the Midwest you can find the Nusser Racing team competing across various divisions.
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.
Keith joined Gradient Investments in 2018 and has more than 25 years of industry experience. Prior roles include asset management for a multi-billion dollar portfolio with a large institutional asset management firm. Keith is a CFA® charterholder, managed a Lipper Award winning mutual fund, and has been featured in media outlets such as Investor’s Business Daily, Nasdaq, Reuters, and Bloomberg.
As President, Michael is the leader of Gradient Investments and has been with the firm since 2012. He brings more than 30 years of industry experience including prior roles managing multi-billion dollar portfolios for an institutional asset manager. Michael is a CFA® charterholder and is a frequent contributor on CNBC, Fox Business, Barron’s, and the Wall Street Journal.
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.
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.
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.
Brad Malm is the co-owner of Iron Horse Financial Services and the owner and operator of Iron Horse Properties, a real estate investment company. Brad also serves as a consultant to financial service professionals across the country to drive operational improvements and enhance client services.
Brad holds dual master’s degrees: one in Administrative Criminal Justice and an MBA. Brad has carried his PHR certification and SHRM-CP, serving as an active member of the HR Community for more than two decades.
Brad also proudly served in the U.S. Air Force. He and Jaime have been married since 2001 and have three children, Emma, Eva and Ashton.
Jaime Malm is a financial advisor, national speaker, financial educator, and retirement income planner. Jaime not only counsels her own clients 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, an independent registered investment advisory firm. Jaime is an investment advisor representative, has attained her ChFEBC, has a Bachelor’s of Science in Business Management and serves as a “fiduciary” to her clients. Jaime lives in McPherson, KS with her husband, Brad, and they have three children together, Emma, Eva and Ashton.