Ian has been in the financial services industry since 2014 and has felt most fulfilled while advising clients. Driven by his inherent curiosity and love for continuous learning, Ian researches and shares his insights with clients. He takes great pleasure in guiding and educating them about their financial options. Ian is also a Certified Public Accountant with a deep understanding of tax advisory knowledge and specializes in holistic wealth management services.
Ian graduated from Truman State University with a bachelor’s degree in Accounting. He is the Alumni Board President for the Xi chapter of the Alpha Kappa Lambda fraternity and also serves as an advisory board member for the national group. He regularly volunteers at the Harvey Kornblum Jewish Food Pantry.
Ian is a St. Louis native and lives near Forest Park with his girlfriend, Hannah, and their goldendoodle, Olive. In his free time, he enjoys cooking new recipes, golfing, finding a sunny place to read, swimming, and playing squash.