Ian believes wealth management begins with trust and clarity. He works closely with clients to simplify complex financial decisions and provide steady guidance grounded in long-term thinking.

Introduced to the profession through personal finance studies in college, Ian’s deeper perspective developed from years of observing multi-generational estate planning firsthand. That experience shaped his belief that thoughtful planning and disciplined advice can meaningfully impact families for decades.

His work combines technical analysis with ongoing client partnership, with a focus on practical solutions and clear communication.

A Colorado native, Ian lives in Denver and enjoys fly fishing, skiing, and time in the mountains. He once rode a motorbike down the Pan-American Highway and coached Team Argentina in the 2014 World Lacrosse Championships.