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Who we are
Our Team
Our Team
Jason Weckel, CTS™
PARTNER / ADVISOR
Jason has been engaged in the financial services industry since 2010. As an advisor at Ironwood, Jason brings a strong background of comprehensive financial planning and investment management to his clients. In addition to personal finance, Jason has consulted with several firms on best practices for financial advisors and has contributed to Fortune magazine on that topic. After having spent 15 years in Colorado where he enjoyed skiing, biking, and serving as treasurer at their local church, Jason, his wife Jacqui, and their 2 children moved back home to South Carolina. In addition to creating the curated, personalized plans that Ironwood Financial Group has come to be known for,
he enjoys serving in the local church body, biking on Paris Mountain, and good BBQ.
Robert Leatherwood
PARTNER
Robert, a founding partner of our firm, brings a robust background in finance and accounting. With years of experience in public and private accounting, Robert transitioned into the financial advisory world in 2016. Motivated by a commitment to ethics and integrity, he established Ironwood Financial Group to ensure every prospect has an opportunity to receive transparent and value-driven services in the financial advisory and wealth management space.
Robert’s view for Ironwood was for the firm’s holistic approach to financial planning to be much more than just a verbal offering. Through strategic partnerships with a prominent CPA firm and local estate planning attorney, we offer comprehensive financial solutions under one roof, addressing every financial need with expertise.
As a founding partner, Robert’s role has shifted to focusing on strategic leadership and innovation to drive the firm’s mission. His extensive experience in taxes and working with high-net-worth individuals has helped to form the comprehensive services that Ironwood now offers today.
Beyond his professional responsibilities and time with his family, Robert serves faithfully in his local church and currently sits on the board of directors of a not-for-profit medical clinic, demonstrating his commitment to community service and leadership.
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Eric Craven, CRPC
ASSOCIATE ADVISOR
Since graduating with a Finance degree in 1991, Eric has a diverse career with an extensive background in banking, investments, small business, church planting and leadership. After spending nearly 20 years as an Executive Pastor in NH & MA, he and his wife of over 30 years are now 4 years into life in South Carolina. In addition to holding Series 7 & 66 investment licenses, Eric is also a designated Chartered Retirement Planning Counselor. Outside of cheering on his 3 adult children, he is an active runner having completed 5 marathons, including the Boston Marathon 3 times and is still trying to get his golf game back onto his calendar and out of the woods.
Jay Wynn
ASSOCIATE ADVISOR
Jay is an advisor who established his career in financial services in 2020. His professional background is broad, spanning comprehensive wealth consulting, workplace retirement plan guidance, and individualized strategy designed to support clients through every unique stage of their lives. He is deeply passionate about the need for holistic, results-driven financial planning. Jay holds all major securities licenses, including the Series 7, 65, and 63. He has received the certificate in Financial Planning from Boston University.
A Greenville SC native, Jay enjoys working with his hands outside of the office—especially on home improvement and renovation projects. He also enjoys cooking and exploring Greenville’s vibrant and ever-growing food scene.
Stephen C. Stokes is a partner of Ironwood Financial Group. Tax services provided by Stephen are through Stokes & Company CPAs. Neither Ironwood nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions.
Stephen C. Stokes, CPA
PARTNER
Stephen Stokes, a Bob Jones University and Georgia State University alum, is a licensed CPA with over 20 years in the industry. As a Partner at Ironwood Financial Group, Stephen’s role includes areas such as accounting, management, mergers, and acquisitions. While serving as Partner at Ironwood, he will continue to maintain his presence as president of Stokes & Company, a role he took on in 2009. Through his experience, Stephen's mission has been to help give clients and other business owners confidence. Over the years he has served his community in various ways, as the president of the SCACPA-Piedmont Chapter, a board member of local nonprofit organizations, and through his active involvement as a board member with the Professional Association of Small Business Accountants. In addition, Bob Jones University recognized Stephen with the Distinguished Alumni Award for his work. Outside the office, he enjoys spending time with his wife and two daughters and using his skills and talents to serve his church family.
Ailise Dzikowicz
CLIENT SERVICE SPECIALIST
Originally from Upstate New York, Ailise moved to South Carolina with her husband a few years ago. She loves exploring new restaurants and coffee shops, spending time outdoors, and exercising with her husband and their dog.
Ailise attended St. John Fisher University for her undergraduate program in Inclusive Childhood Education and continued on to earn her Master’s in Library Media Science. She’s excited to continue growing both personally and professionally!
Emily Allamon
MARKETING SPECIALIST
Emily is a dedicated Marketing Specialist with a passion for crafting innovative strategies that drive business growth and enhance brand awareness. With a strong background in digital marketing, content creation, and market analysis, she helps businesses effectively connect with their target audience and achieve measurable results.
Emily’s expertise spans across SEO, social media marketing, email campaigns, and paid advertising, allowing her to execute multi-channel strategies with precision. She thrives in fast-paced environments, constantly seeking new ways to leverage data and creativity to solve complex marketing challenges. Outside of work, Emily is a proud spouse and mother of two wonderful kids, and she loves spending quality time with her family.
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