Ian joined HB Wealth in February 2025 and is currently a Senior Advisory Associate. He assists in the development of comprehensive financial plans and tailored investment strategies for clients.
Before joining HB Wealth, Ian worked as a Financial Professional at Piedmont Wealth Partners, a boutique wealth management firm in Atlanta, GA. He worked alongside the Director of Financial Planning and Senior Wealth Advisor to curate and implement holistic financial plans, inclusive of investment allocation and private alternative opportunities.
Ian earned his Bachelor’s degree in History with a minor in Chinese Language & Culture from Georgia State University.
He currently lives in Smyrna, GA, where he enjoys spending time with his wife and friends. He is also an avid golfer and enjoys traveling.