Ian joined Wealth Management Strategies in 2011 and currently serves as the firm’s Managing Director and a Financial Advisor. In his role as Managing Director, Ian helps manage many aspects of firm operations including marketing, technology, compliance, and finance. In addition to his operational responsibilities, Ian continues to serve as a financial advisor to his own clients and in partnership with other members of the firm. He particularly enjoys working with entrepreneurs and young business owners, as he loves learning about their businesses and helping add to their success with valuable planning. Ian enjoys working on complex cases and finding creative strategies to address client needs.
Prior to joining WMS, Ian worked in real estate investment and development in Southern California. He graduated with honors from the University of Southern California in business administration and received his MBA from Brigham Young University.
Ian loves classic cars, surfing, and coaching youth sports in his free time, but his greatest joy comes from spending time with his wife and 4 children.
B.S. Business Administration – University of Southern California
MBA Finance – Brigham Young University
FINRA Series 7, 66
CA Insurance License 0H39572