Meet Ian
Ian is a Sr. Wealth Advisor based in Denver, Colorado. He joined Mercer Advisors in 2022 and has been an advisor for eight years. Prior, he served at Windsor Capital Management and Fidelity Investments. Ian holds a bachelor’s degree in financial management from the University of Northern Iowa. He is a CERTIFIED FINANCIAL PLANNER® professional and a Certified Divorce Financial Analyst®.
Ian’s specialties
At Mercer Advisors, all of our wealth advisors provide a highly personalized approach, backed by a team of specialists that ensure every part of your financial list is addressed. Additionally, Ian has focused experience in these areas:
- Planning for retirement, from high-earning years to long-term income strategies
- Financial strategy for clients who are divorced and divorcing, including asset division and long-term planning
- Life changes after the loss of a spouse, from estate transitions to long-term planning
- For corporate executives, guidance on equity comp, concentrated stock, and evolving financial complexity
- Advising tech professionals, including clients at Nvidia, Apple, Meta, Google, Tesla, and Amazon.
His working style
With a calm and thoughtful approach, Ian helps clients navigate complex financial landscapes with clarity and confidence. He brings a deep sensitivity to tax implications, ensuring strategies are not only effective but efficient. Known for his ability to make sound decisions quickly, Ian combines analytical precision with a steady demeanor — delivering advice that’s both timely and tailored.
Ian in real life
What’s one thing you are surprisingly good at?
I’m good at golf.
What makes you tick?
I help my clients build a clear framework for what drives success in their financial plan — while strategically minimizing their tax burden.
Why do you like working at Mercer Advisors?
Mercer Advisors is the right blend of resources and specialists available without having the corporate feel.
Meet Ian’s Teammates
Gracie Horton
Wealth Advisor
What Ian Says
Gracie and I collaborate on servicing many clients. She irons out the client plan data, and I present findings and analysis.
Shannon Clough
Client Service Specialist
What Ian Says
Shannon follows through on many of the important decisions we’ve made for client service.
John Freemire
Wealth Advisor
What Ian Says
John and I put our heads together and brainstorm solutions to client problems.
Ready to learn more?
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