Ian’s incredibly strong communications skills, along with his deep financial experience, have helped him provide unparalleled value to individual investors, financial advisors, and consultants over his 25-year career in the financial industry.
Ian’s mission is to help a diverse group of clients achieve and protect their financial goals. He is focused on thoughtfully guiding his clients through a variety of financial and investment decisions and helping them achieve their highly individualized and personalized investment strategies.
Ian earned his Bachelor of Science from the University of Baltimore Merrick School of Business, and holds his FINRA 7, 65, 6 & 63 licenses, and Life & Health license. Prior to joining RBJ Wealth Management, he worked as an investment wholesaler at T. Rowe Price, ProFund Advisors and DB Alex Brown.
Ian lives in Maryland and enjoys spending time with his son, Gannon. In his down time, he can be found doing anything outside, playing golf, fishing for inshore and offshore saltwater fish, and hiking. Prior to his career, Ian proudly served his country in the United States Army 54th Infantry Division and 29th Infantry Division, and the Maryland Army National Guard.