At Four Peaks Planning and Investments, Ian works with individuals, families, and small business owners to assist with all aspects of their financial lives. He discovers what is truly important to the individual and builds a structured plan to achieve these goals. Multiple factors are taken into consideration, such as specific financial objectives, risk tolerance, time horizon, and more. Goals are based on wealth management, wealth accumulation, preservation, and transfer.
Before starting his career as a Financial Advisor, Ian received a bachelor’s degree from Arizona State University and a Master’s Degree in Business Administration. He successfully completed the requirements to become a CERTIFIED FINANCIAL PLANNER™ professional through the nationally recognized CFP® Board. Ian also served in the U.S. Army with 3rd Ranger Battalion at Fort Benning, Georgia and is a proud member of Calvary Chapel Church in Tempe, Arizona.