Ian thrives on helping clients cast a clear vision for their retirement and investment goals, as well as making sure they get the most value out of their relationship with Mercer Advisors. He is a CERTIFIED FINANCIAL PLANNER™ professional as well as an Enrolled Agent who assists in taxpayer matters regarding the Internal Revenue Service, with a Bachelor’s degree in Financial Management from the University of Northern Iowa. Outside of work, Ian enjoys golfing, camping, riding his motorcycle, and spending time with his wife, Elyse.