Associate Wealth Advisor
Ian’s comprehensive financial planning experience and investing expertise help him bring clarity to the complex financial decisions his high net worth client’s face.
Ian is an Assoiate Wealth Advisor at Brightworth, where he works with a wide array of clients from corporate executives and business owners to retirees and entrepreneurs. He has broad experience helping clients with retirement planning, tax planning, estate planning, insurance, charitable gifting and investments. Ian initially joined Brightworth in 2012 as an Investment Analyst where he helped manage investment strategies for the firm and served on the Investment Committee. He then advanced in the firm to join the financial planning team, where he works with clients today.
Ian began his career at a nationally recognized tax and accounting firm. He then worked five years for a multi-billion-dollar investment management firm in Philadelphia. There he helped oversee the firm’s two-billion-dollar separate account platform by managing client portfolios, performing investment manager due diligence across various asset classes and handling product specialist responsibilities. He also gained experience managing the firm’s ultra-high-net-worth client reporting.
Ian graduated from the University of Texas at Arlington with a Bachelor of Business Administration in Finance. He is a CERTIFIED FINANCIAL PLANNER™ practitioner. He is also a CFA Charterholder and a member of the CFA Society of Atlanta.
Ian has spent time overseas serving impoverished individuals in third world countries as a volunteer. He and his wife have three children and are active members of their community. A native of Texas, he enjoys golf, travel, music, reading and spending time with family.