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.
The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, gained through telephone, virtual and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years’ experience, and the algorithm evaluates best practices, such as service models, investing models, compliance records as well as revenue trends, assets under management and industry experience. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings.
Shook Research’s proprietary methodology and ranking algorithm incorporates in-person, virtual, and telephone due diligence meetings to evaluate each advisor across criteria such as client impact, industry experience, client retention, review of best practices, credentials, compliance records, and firm nominations, as well as quantitative factors including assets under management and revenue generated for their firms. Shook considered advisors born from 1987 to present with a minimum of four years of experience as an advisor. View full methodology here.
Please Note: Limitations. Neither rankings and/or recognitions by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any professional designation, certification, degree, or license, membership in any professional organization, or any amount of prior experience or success, should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Mercer Advisors or its investment professionals are engaged, or continues to be engaged, to provide investment advisory services. A fee was not paid by either Mercer Advisors or its investment professionals to receive the award or ranking. The award or ranking is based upon specific criteria and methodology (see ranking criteria/methodology via the “Read More” links). No ranking or recognition should be construed as an endorsement by any past or current client of Mercer Advisors or its investment professionals.
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.
What Ian Says
John and I put our heads together and brainstorm solutions to client problems.
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