About Ian
Serving the Columbus area, Ian provides the personalized investment guidance you need to help make your financial goals a reality. Using a personalized, one-on-one approach, Ian works closely with you to develop an investment plan that works for your unique objectives.
Professional Experience
Ian serves as a Wealth Management Advisor who works along side a small group of families, business owners, corporate executives, and other working professionals to reach their financial goals. He coordinates a team of credentialed specialists to provide holistic wealth advice through solutions in wealth planning, trust services, investment management, estate settlement, and risk management strategies.
He started his career at Fifth Third Private Bank in 2012 and moved to Columbus in 2015 to serve as an Associate Wealth Management Advisor. Since then he has utilized Fifth Third’s Life360 process, which allows him to better tailor his services to his clients' needs and help simplify their financial complexities.
He started his career at Fifth Third Private Bank in 2012 and moved to Columbus in 2015 to serve as an Associate Wealth Management Advisor. Since then he has utilized Fifth Third’s Life360 process, which allows him to better tailor his services to his clients' needs and help simplify their financial complexities.
Education
Graduated cum laude from the University of Dayton School of Business Administration where he received his Bachelors of Science in Finance and Entrepreneurship while playing Division I Baseball and working in the business school as a Student Advisor.
Licenses & Professional Designations
- Life Insurance
- CFP®
About Fifth Third Private Bank
With over 100 years of wealth planning experience, Fifth Third Private Bank delivers access to sophisticated investment solutions and challenges you to achieve the outcomes you desire. Our approach starts by understanding that each client is unique. Using a dedicated team approach, Fifth Third Private Bank collaborates to build plans centered around each individual and family. And because we have found many successful people may leave aspects of their plan unaddressed, our work doesn’t stop there. We continue to help you focus and manage your wealth as our relationship with you progresses.
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