Cosette Lewis

Chief of Staff

Cosette Lewis is an Executive Assistant with a background in project management, operations, and executive support. She is skilled at coordinating complex initiatives, improving processes, and keeping teams aligned and organized. She holds a Master’s degree in Organizational Development and Leadership and is passionate about helping organizations operate effectively and achieve their goals.

Outside of work, Cosette enjoys staying active, reading a good book, and spending quality time with close friends and family.

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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

Kelly McGrath

Retirement Consultant, Senior Wealth Advisor

Tracey Kulpa Brenneise

Senior Wealth Advisor

Jeffrey Newman

Investment Analyst, Wealth Advisor

Christopher Hager

Senior Wealth Advisor

Madeline Pesoli

Marketing Coordinator, Associate Wealth Advisor

Seth Matherly

Wealth Advisor

Cosette Lewis

Chief of Staff

Amanda Nguyen

Client Associate

Megan Villasana

Office Manager