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Walter S
Port Allen, LA
Ironwood Investment Advisers, LLC
Walter Simmons Jr. is a CPA and partner at Ironwood Investment Advisers, LLC, with 10 years of experience in financial advising and over 16 years at TWRU CPAs & Financial Advisors. He devotes full time to accounting services and also serves as an owner and referring partner of the investment adviser, receiving referral fees for client introductions. Ironwood Investment Advisers provides portfolio management services to individual and high-net-worth clients, as well as fiduciary consulting for retirement plans, using a multi-method investment approach that includes discretionary portfolio management and regular client reviews.
Chad L
Series 65
Port Allen, LA
Ironwood Investment Advisers, LLC
Chad Lefebvre is a financial advisor at Ironwood Investment Advisers, LLC with 12 years of industry experience. He holds a Series 65 designation and has been with Ironwood Investment Advisers since 2018. Prior to that, he worked at TWRU for 11 years. Ironwood Investment Advisers provides ongoing portfolio management to individual and high-net-worth clients, as well as advisory services for tax-qualified retirement plans and non-qualified deferred compensation arrangements. The firm employs a multi-method investment approach and offers customized investment policy statements, discretionary portfolio management, and fiduciary consulting for plan sponsors.
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