Ian is passionate about helping clients achieve long-term goals, such as purchasing a vacation property, retiring comfortably, or funding college, through solid financial planning. He enjoys advising clients as their circumstances change, leveraging the many resources of Mercer Advisors’ teams.
Ian’s experience caring for his ailing grandparents highlighted the importance of having an advisor oversee investments, taxes, estate planning, insurance, and more. This inspired him to earn a bachelor’s degree in finance from Virginia Tech in 2010 and obtain his CFA® charter certification in 2015.
His personal experiences have given him a deeper understanding of the emotional side of finances which has helped inform his advising approach. At his former firm, HCO Private Wealth, Ian worked his way up to managing partner before the firm was acquired by Mercer Advisors in 2022.
Outside of work, Ian enjoys spending time with his wife and two children, woodworking, and gardening. He is a huge Virginia Tech sports fan and volunteers as a Cubmaster in Daleville.