Atlanta, GA - Georgia Office
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Ian provides comprehensive investment and financial planning services to individuals helping them navigate complex investment, tax and retirement issues. He enjoys simplifying decisions for clients and empowering them to work towards accomplishing future goals.
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When Ian joined the EP Wealth Advisors family he had 15 years of experience in the industry, most recently with CornerCap. His experience spans investment research, portfolio management and financial planning. His clients have included business owners, corporate executives and high-net worth multi-generational families.
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Ian holds a Bachelor’s degree in Finance from the University of Texas at Arlington, is a CFA® (Chartered Financial Analyst®) charterholder and holds the CFP® (CERTIFIED FINANCIAL PLANNER™) professional designation.
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Along with golf, exercise, travel and reading, Ian enjoys spending family time with his wife and three children. He also works with a non-profit organization, Extra Special People, which focuses on programs that help empower individuals with special needs.
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