Certified Financial Planner™

Master of Business Administration


Ian currently serves as a Financial Advisor with Pure Financial Advisors.  During more than 25 years in the private wealth management industry, he has helped a wide variety of high-net-worth families, executives, business owners, and other hard-working individuals achieve their financial goals. Among his broader financial planning capabilities, Ian has experience in retirement planning, investment management, and equity compensation.

Prior to joining Pure Financial, Ian held roles as a Senior Relationship Manager with Morgan Stanley and a Vice President with JPMorgan.  He earned his CERTIFIED FINANCIAL PLANNER™ certification in August of 2005.  Ian also earned his Master of Business Administration at The University of Chicago Booth School of Business, and Bachelor of Science in Business from Miami University.

Being the son of a US Air Force officer, Ian lived in several places growing up but has settled in the Chicago suburbs where he enjoys spending time with his kids, hiking, biking, and playing ice hockey.

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