With a lifetime of interest in personal finance and now a CERTIFIED FINANCIAL PLANNERTM (CFP®) designation, Ian is dedicated to helping clients achieve their retirement goals with confidence and clarity. Through personalized financial plans tailored to each client's unique needs and goals, Ian helps individuals and families make informed decisions about their retirement income strategies. From maximizing Social Security benefits to managing investment portfolios for sustainable income, he provides comprehensive guidance every step of the way! With a focus on risk management and tax-efficient strategies, Ian helps clients navigate the complexities of retirement planning with confidence and clarity.
At Dynasty Advisors, we believe that a secure retirement is within reach for everyone with the right plan in place. Ian is passionate about helping you create a path to financial freedom and confidence leading up to and through your retirement years!
Ian has been married to his wife, Kelly, since 2018 and has two wonderful children, Liam and Emma. In his free time, he enjoys golfing and finding a new restaurant to try!
Education
The Pennsylvania State University – Bachelor of Science – Energy, Business, and Finance
Professional Designations, Affiliations, Licenses, and Registrations
CERTIFIED FINANCIAL PLANNER™ Professional
Series 7 and Series 66 Securities Registrations *Held Through Commonwealth Financial Network®
Life, Health, and Accident Insurance License