About Megan Villasana

Megan Villasana

Executive Assistant & Office Manager

Megan Villasana serves as the Executive Assistant and Office Manager at IronOak Wealth, where she ensures that every client experience reflects the firm’s standard of precision, care, and responsiveness. She plays an integral role in supporting the advisory team, coordinating client communications, and maintaining the operational flow that allows advisors to focus fully on strategy and service.

With a strong background in client relations and operational management, Megan brings a detail-oriented approach to every interaction. Her ability to anticipate needs, organize complex processes, and communicate with clarity makes her an essential connection point between clients and their advisory team.

Megan’s professionalism and warmth make her a trusted resource for both clients and colleagues. She ensures that each interaction with IronOak Wealth—whether in person or online—feels seamless and personal.

A resident of Liberty Hill, Texas, Megan enjoys fitness, hosting gatherings with friends, and spending time with her husband and their dogs, Layla and Hondo.

Core Areas of Focus:
  • Client service coordination and account administration
  • Scheduling, workflow management, and advisor support
  • Onboarding and document preparation for new relationships
  • Office operations and technology integration
  • Client event and meeting coordination

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“

Working with Nick has given me a sense of clarity and confidence I didn’t have before. He put together a plan that not only supports my long-term goals but also gives me peace of mind about what I’ve already achieved. I finally feel like I’m in control of my financial life.

Kyle M
“

Nick has made what tends to feel overwhelming—planning for retirement—completely manageable. He walked me through every step, from rolling over my 401(k) to creating a steady income strategy. I now feel prepared and confident heading into retirement, thanks to IronOak Wealth

Phil T
“

With Jeff, we always know that he will listen to and understand our concerns and needs and be thoughtful and transparent in his responses. He’s given us great confidence that our wealth, goals and values are always in alignment.

Steve & Rhonda H

Testimonials are not representative of all clients or results.
See Important Testimonial Disclosure.

IronOak Wealth Drives Change

Dedicated to Superior Service and Financial Innovation

We are committed to the security and growth of your investments, retirement plans, business goals, and personal finances, empowering you to achieve financial success with confidence.

100
+
Years of Combined Experience
22
+
Years of Providing Innovative Investment Solutions
14
+
Years Specializing in Company Retirement Plans

Team Devoted to Your Future

More than 100 years of combined experience

Our advisory team is dedicated to helping families, business owners, and executives preserve, grow, and transfer wealth with confidence. Each member of IronOak Wealth brings specialized expertise—spanning investment management, retirement planning, tax strategy, and estate coordination—ensuring every client benefits from a comprehensive and collaborative approach.

We believe true value is built through clarity, coordination, and trust. Our diverse team works together seamlessly to deliver the personalized attention and fiduciary guidance every client deserves.

Explore our team profiles to learn more about each advisor’s experience, credentials, and perspective on building lasting financial strength.

Nicholas Muñoz

Founder, CEO & CIO

Lisa Bianculli Hutter

Partner, Client Advisor

Kelly McGrath

Retirement Consultant, Wealth Advisor

Tracey Kulpa Brenneise

Wealth Advisor

Jeffrey Newman

Wealth Advisor

Christopher Hager

Wealth Advisor

Megan Villasana

Executive Assistant & Office Manager

Madeline Pesoli

Client Service Associate

Amanda Nguyen

Client Associate