firstname.lastname@example.org | 425.463.3022
As an Associate Relationship Manager & Wealth Planner, Ian is responsible for helping clients define their financial goals and then developing a successful plan to meet those objectives. Finances can be a major source of anxiety for many people and Ian loves being able to alleviate that burden for the clients we serve.
Ian earned his Bachelor of Administration in Economics from Seattle Pacific University. He has over 7 years of financial services experience and earned his Chartered Financial Analyst (CFA) and Certified Financial Planner (CFP) credentials in 2019. His diverse work experience has exposed him to much of the wealth management industry and allowed him to work closely with clients in the past. Ian is part of the new cohort of Associate Relationship Managers at Coldstream and looks forward to continuing his career servicing clients in this capacity.
CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®. CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
I spend a lot of my free time working on music. I currently play bass guitar in an indie/progressive rock band in Seattle. Outside of that, I enjoy spending time with my wife, cooking, running, and attempting to play golf.