Since 2017, Ian has been guiding investors through the process of pursuing their financial goals, helping them stay focused on what matters most—faith, family, and the pursuit of long-awaited dreams. As a fiduciary advisor for advisory accounts, he is committed to putting his clients’ best interests first. Ian takes time to ensure clients are equipped with the information they need to make informed decisions about investment products and services that align with their individual goals.
His areas of focus include retirement and estate planning, employer benefit analysis, college preparation, sudden wealth transfers, insurance strategies, income generation, and disbursement planning. Ian’s approach is rooted in transparency, education, and long-term partnership.
Originally from Navarre, Ohio, Ian graduated from Kent State University with a bachelor’s degree in business management and a focus in finance. He holds Series 7, 66, 9, and 10 licenses, along with the Accredited Asset Management Specialist™ (AAMS™) designation.
Ian and his wife, Abby—his high school sweetheart—have been married since 2018. Together, they are proud parents to their daughter, Makenna, who is the heart of their family. In his free time, Ian enjoys volunteering at church, golfing, lifting weights, walking/ hiking, and traveling. Disney destinations are a family favorite, where they enjoy creating lasting memories together.
