Our Team = You and Us
“The strength of the team is each individual member…
The strength of each member is the team.”
Coach Phil Jackson
David Ragland is a Certified Financial Planner™, Certified Divorce Financial Analyst® and Chief Executive Officer of IRC Wealth. Holding both a BBA and a Master’s degree in Accounting from the University of Georgia, David began his career in the tax division of Ernst & Young. He then served as CFO for several companies, gaining experience in taking companies public and propelling them on to the INC 500 List of Fastest Growing Companies.
David blends a traditional academic and professional background with a fresh and energetic focus. As a successful businessman, Ironman triathlete, financial “coach,” and best-selling author, he understands and articulates the core ingredients that can motivate, energize and push people across their personal finish lines.
Since January 2015, Joe has been creating new markets for the company’s culture of wealth management based on education, collaboration and simplicity. By fostering relationships with trusted advisors and subject matter experts, he has helped IRC Wealth build a knowledge base to assist clients and others interested in wealth creation and a financial freedom.
Prior to joining IRC Wealth, Joe spent 30+ years in sales, marketing and entrepreneurial pursuits. His industry experience ranges from the early years of technology to medical devices, real estate investment, and web-based businesses. He is on the Board of Advisors for Safe Haven Museum and Education Center and previously served on the Board of Directors for Visions Anew.
Joe, who earned a degree in business management from Niagara University, lives with his wife, a cat and a dog in Avondale Estates where they both train for triathlons.
For more than a decade, Valerie has managed the internal financial, compliance and operations of IRC Wealth while also overseeing the bookkeeping for many of our clients. Valerie ensures that all aspects of a company’s finances are analyzed, interpreted, disseminated and documented properly. Her responsibilities also include financial statements, general ledger, cost accounting, payroll, accounts payable and receivable, budgeting, and tax compliance as well as various HR activities.
She lives with her husband, children and dogs in Lilburn.
As Head of Client Services, Tiffany manages the logistics and technology behind planning sessions as well as the creation of financial plans, reporting, account setups and asset transfers to help ensure the long-term success of our clients.
Before joining IRC Wealth in April 2015, she was a Sales Operations Manager where her responsibilities included overseeing logistics, billing, customer service and IT while also interacting with clients and sales teams throughout the U.S. She and her husband live in Cumming with their two dogs.