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Who we are

Our Team

Our Team

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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.

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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. 

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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.

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.

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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!

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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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Contact us

864.408.7960

108 Frederick St.
Greenville, SC 29607

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The Better Business Bureau membership provides no guaranteed assurance or warranty of the character or competence of the member. BBB charges a fee for BBB Accreditation. Always make financial decisions on the basis of your own due diligence.

© 2025 by Ironwood Financial Group
Investment advisory services offered through Brookstone Wealth Advisors, LLC (BWA), a registered investment advisor and an affiliate of Brookstone Capital Management, LLC. BWA and Ironwood Financial Group are independent of each other. Insurance products and services are not offered through BWA but are offered and sold through individually licensed and appointed agents.

The insurance products offered by Ironwood Financial Group are not subject to Investment Advisor requirements.  Neither the firm 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. Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product. Any references to [protection benefits, safety, security, or steady and reliable income, etc] streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured. The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation.

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