Meet Our Team

Jaime Malm

Owner

Jaime Malm is a national speaker, financial educator, and retirement income planner. Jaime has not only counseled thousands of clients over her career toward financial freedom and success, but has served as a mentor and coach to hundreds of top financial advisors across the U.S. for the last 20 years.

Jaime’s unique approach to tax efficient retirement planning has been featured on Yahoo Finance, ABC, CBS, FOX network affiliates, Wall Street Journal Market Watch and the New York Business Journal.

Jaime is the founder of Iron Horse Financial Services, is an investment advisor representative and serves as a “fiduciary” to her clients, providing a five step, comprehensive approach to retirement planning. Jaime lives in McPherson, KS with her husband, Brad and their three children.

Brad Malm

Co-Owner

Brad graduated from Washburn University with a Masters Degree in Administrative Criminal Justice as well as a Masters in Business Administration. He served in the Air National Guard and began his financial career at a national financial firm in 2002.

Brad has attained his Series 6 and 63 designations, the Professional in Human Resources Certification (PHR) and the SHRM-CP (Certified Professional).

Brad brings over 20 years experience in business administration, is the co-founder of Iron Horse Properties and Iron Horse Financial Services. He and Jaime have been married since 2001 and have three children.

Emma Malm

Director of Marketing

Emma Malm is the Operations Manager for Iron Horse Financial. Emma strives to create the best experience for our clients. Emma is a recent graduate from Tabor College with a major in Business and Marketing. Emma is a licensed life and health agent and supports clients with life insurance and Medicare planning needs. Emma also coaches high school basketball at McPherson High and loves her English Bulldog, Lucy.

Margo Lysell

Director of Administration

Margo Lysell is the director of administration for Iron Horse Financial. Margo has worked in education for over 25 years. Margo received her bachelor’s degree from Washburn University and her master’s in administration from Fort Hays State University. Margo brings her organizational and technological skills to Iron House as well as her commitment to positive client communications and relationship building.

Strategic Alliances

Michael Binger CFA®

President of Gradient Investments, LLC

Mr. Binger is the President of Gradient Investments. He has been with Gradient Investments since 2012 and has more than 30 years of total investment management experience. Mr. Binger’s prior roles include managing multi-billion dollar investment products for a large institutional asset manager. He graduated with a bachelor’s degree from the University of Minnesota and is a CFA® charterholder. We believe that he brings a depth of market experience that is rare within the industry and has been a featured contributor with several media outlets including CNBC, Fox Business, Barron’s, and The Wall Street Journal.

David Johnson CFP®

Director, Casecentral

David is the Director of our Casecentral team. Casecentral is a team of CFA’s and CFP’s dedicated to using the most innovative technology solutions to provide a comprehensive analysis for your financial plan. Casecentral can assist with evaluating 401(k) rollovers, Roth IRA conversions, Social Security maximization strategies, tax planning strategies, portfolio analysis and more.

William Nusser CPA

CPA, Simmons & Simmons

Simmons & Simmons is a full service accounting firm.

National Network of Attorneys

3rd Party Money Manager

This endorsement of Gradient Investments, LLC is provided by an investment advisor who refers clients to Gradient Investments, LLC. A conflict of interest exists because this investment advisor receives a portion of the annual management fee charged by Gradient Investments, LLC, based on the assets under management of this investment advisor’s clients. This endorsement could assist in the investment advisor increasing the assets placed with Gradient Investments, LLC, and therefore their compensation. These investment advisors are not affiliated with or supervised by Gradient Investments, LLC.