Meet Ian

Ian’s years of experience in the financial services industry help him to positively impact clients. He is driven by an innate passion to serve clients and help them advance on their financial journey.

Though Ian has lived in a variety of places, including Ohio and North Dakota, he and his wife decided to set down roots in Allouez with their three dogs, Nova, Ginger and Freyja. Ian and his wife enjoy staying active with skiing, golfing and traveling. They enjoy the fun events and attractions in and around Green Bay.



Favorite Quotes:

“… there’s an art to flying,” said Ford, “or rather a knack. The knack lies in learning how to throw yourself at the ground and miss.” – Douglas Adams “When you do things right, people won’t be sure you’ve done anything at all.” – Matt Groening

Favorite Authors:

Andrew Cartmel, Christopher Moore

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