With over a decade-long tenure in the financial services industry, Ian has amassed a wealth of experience and knowledge. He leverages this expertise to assist clients in realizing their financial plans. Ian's unwavering dedication is evident in his commitment to helping clients strive for financial success, whether it's through retirement planning or college savings.

Because of the vast number of financial alternatives, Ian focuses on clear and timely communication with his clients. His goal is to leave you more confident in your financial decision-making.

Ian began his career in financial services in 2012, where he was employed by a national asset management company. Over the next 12 years, he held several positions, including, most recently, as a Regional Advisor Consultant for Columbia Threadneedle Investments.

Ian is a member of the Certified Financial Planner Board of Standards, Inc.

Outside of his professional life, Ian leads an active and fulfilling life. He resides in Carrollton, Texas, with his wife, Lynsey, and their son, Connor. Ian's love for an active lifestyle is evident in his hobbies, which include mountain biking, running, and hiking. He also has a creative side, being an accomplished woodworker. His most recent project was a rocking chair, a testament to his craftsmanship and dedication to his family.