Ian is an Associate Wealth Advisor with nearly 10 years of experience in the financial services industry with a focus on financial planning, taxes, operational efficiency, and client relations. Daily, Ian works with advisors to build financial plans, tax strategies, investment proposals, analyze cash flows, and support client relationships.

He currently resides in Belmar, NJ, with his wife, Blaire, and dog, Gus. In his free time, Ian enjoys golf, fitness, going to the beach, NY sports, and spending time with family and friends.