Ian has a wealth of experience in banking & finance, working at multiple levels of a large financial institution for the past decade. He’s built his career on three key pillars – Trust, Responsiveness & Integrity – while providing comprehensive wealth management for his clients. He is currently pursuing his CFP designation and thoroughly believes in always furthering your financial education & literacy however possible. Ian grew up in Southern California and relocated to Arizona permanently after graduating from the University of Arizona in 2012. He currently resides in Phoenix with his wife Leslie & son Grayson. Ian & Leslie enjoy traveling in their free time and look forward to exploring t