For Ian, investment results are much like life: not linear. Through purposeful planning, engaged listening, and strategic analysis, Ian empowers his clients to make the financial decisions that support their goals. Using his broad experience, Ian helps executives and business owners navigate complex investment and tax environments to create their desired financial scenarios. Ian’s analytical expertise allows him to take a detailed approach and implement comprehensive financial plans that support clients as they move through key life transitions. On the weekends, you can find this adventurer playing golf, hanging at the lake with his young family and friends or reading new books that spark innovative ideas.
Education and Accreditation
- BA, Finance – University of Texas at Arlington
- Chartered Financial Analyst
- Certified Financial Planner®
- CFA Society Atlanta