Ian began his career in financial services in 2022 when he joined KB Elliott Financial Advisors. He earned his Bachelor’s degree from the University of Illinois Urbana-Champaign in Agricultural and Consumer Economics, with a concentration in Financial Planning. Ian is a CERTIFIED FINANCIAL PLANNER® professional. He holds his Series 7 and Series 66 licenses, along with Illinois licenses for health insurance, life insurance, long-term care, and variable annuities.
A Princeton native, Ian is proud to serve clients from his hometown office, where he is dedicated to building meaningful, long-term relationships within the community. He is actively involved as a member of the Princeton Rotary Club, an Ambassador for the Princeton Area Chamber of Commerce, a board member of the Princeton Public Library, and a member of the Knights of Columbus at St. Louis Church in Princeton.
Ian is committed to understanding each client’s unique goals and guiding them with thoughtful, personalized strategies as they pursue financial confidence, financial planning, and long-term success.