Ian joined Pioneer Wealth in 2012. His passion for financial planning arises out of a desire to help people truly identify the deeper purpose of their daily efforts in this world and remove undue stress from their lives.
Ian enjoys working with clients who are eager to learn, have positive attitudes, and big hearts for service to their community. He believes in simplifying complex financial systems so clients can make informed choices with confidence and empowering clients to understand the “why” behind their decisions. He enjoys bringing peace of mind to clients, and the recognition that their financial life does not have to be a perfectly linear path. For Ian, the value of financial planning is being able to be prepared for the unexpected, so that his clients can look forward with less fear, stress, or anxiety.
He holds the ChFC® advanced financial planning designation and the Enrolled Agent tax designation. He previously served as a board member for 4 1/2 years with Please BE KIND To Cyclists, a local non-profit in Austin, TX and recently joined the Ghisallo Cycling Initiative’s board. Since 2014, he has volunteered with Foundation Communities, assisting others with tax preparation, financial coaching, and money management education.
Outside of work, Ian is an audiophile and musician, loves to explore the city via bicycle, and spend time immersed in nature. He yearns for a world filled with more peace, curiosity, and community.
Education
- BA, Engineering
- The University of Texas at Austin
Professional Designations
- Chartered Financial Consultant®
- Enrolled Agent (EA)
- Investment Advisor Representative (Series 65)
Blog
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Five Tips to Get the Most Out of Working With a Financial Advisor
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Understanding the Tax Impact of RSUs for Whole Foods Employees
If you’re a Whole Foods employee, you might have received or will receive Restricted…
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