Ian began his successful 13-year career at USAA in 2009 before assuming an Associate role with Edward Jones, where he obtained his Series 7 and 66 Certification, as well as his Life and Health Insurance License. He then transitioned to the role of Lead Advisor at Texas Financial Advisory. Ian is thrilled to join this exceptional team and looks forward to assisting families with their long-term financial plans.
Originally from Phoenix, AZ, Ian currently resides in Boerne, TX with his wife, Danyelle, and their two sons, Ethyn and Landyn. They are expecting a daughter in late October. Ian and his family are active in Boerne Little League, with both boys participating in the Fall and Spring seasons. Ian coaches his sons' teams, while Danyelle serves on the Executive Board Committee. Additionally, Ian enjoys coaching and watching his boys play soccer with Boerne Soccer Club and basketball through the local YMCA. On Saturdays, the family often watches THE Ohio State Buckeyes or plays outdoor games and sports.
Experience
Edward Jones
USAA
Licenses and Certifications
Series 66 - Uniform Combined State Law Examination
Series 7TO - General Securities Representative Examination
SIE - Securities Industry Essentials Examination