Director of Financial Planning
Prior to becoming the Director of Financial Planning with Sterling, Ian worked for several of the largest financial institutions in the world including HSBC bank in the UK and Edelman Financial Engines in the US. He carries a broad knowledge of global investment strategies and a keen sense of client first responsibility which has helped propel his career as a thought leader in financial planning strategies our clients need. Graduated as summa cum laude from ASU W.P. Carey School of Business with a degree in Business Law, he also attained the Certified Financial Planner (CFP®) designation, Chartered Retirement Planner Councilor (CRPC®) and a National Social Security Advisor (NSSA™) designations from leading financial institutions.
Education, coupled with over twelve years of real, hands on investment experience and a personal philosophy of doing the right thing resonate clearly in his adherence to the Fiduciary standard. He excels in portfolio management and construction, insurance design and assessment and carries comprehensive knowledge in Estate and Tax planning for both the individual and the business owner, making Ian an excellent leader and addition to our team. He is married to Amanda, they have five children, four girls and a boy. As an advocate for lifelong learning he enjoys reading, listening to podcasts, and spending time with his children creating and animating. Hiking, camping and soccer top the list of activities he enjoys with the family when not working. Having lived and grown up in the UK where he met his wife, they love to travel and return to her homeland when possible.