Ian is a Lead Planner at Facet and a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional with over a decade of experience. Prior to Facet he worked at industry leaders like Vanguard and TIAA where he developed a passion for educating and advising clients at all stages of life. He believes in the importance of empowering individuals to make confident financial decisions based on an ongoing that adjusts for the unexpected. Outside of work Ian enjoys watching English Premier League football, training for triathlon, doing any form of fitness or sport, and listening to podcasts. He and his wife Elissa are proud parents of a French Bulldog.
Education: B.B.A. in Finance, Minor in Economics, Southern Methodist University
“People don't care how much you know until they know how much you care.” - Theodore Roosevelt
Get to know Ian
My French Bulldog “Waffles” (named by my wife)
Our family on our street in Chicago
3-mile swim for cancer research with fellow SMU varsity swimming alum
DuSable Harbor before competing in the 2019 Chicago Triathlon
What's the coolest thing you're working on right now?
Training for Ironman 70.3 Wisconsin
What are you passionate about?
Coffee… I have about 8 different ways I like to brew coffee depending on the day!
What is your favorite family tradition?
Beach vacation in Stone Harbor, NJ
Who inspires you?
Anybody who donates time and talents in the service of others expecting nothing in return.