Senior Analyst
LPL Registered Administrative Associate

Ian serves as a Senior Analyst on the research team, primarily responsible for market and economic research, product support, and production of market insight publications for clients, advisors, as well as national publications and broadcasts. He has been in the industry since 2014, and on the team since 2018.

Ian is a graduate from California State Polytechnic University with a Bachelor of Science in Business Administration in Finance, Real Estate, and Law.

Ian holds FINRA Series 7 and 66 registrations through LPL Financial.


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Our team members have spent decades in the industry, providing financial guidance for clients like you.

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Since 1980, our advisors have worked closely with clients to discuss and learn their various goals and needs.

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With more than 30 years of experience, our approach has helped us navigate through the minefields of the markets.

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LPL Financial was founded with a vision to help financial advisors establish successful businesses.

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