Meet Ian
Ian is a Sr. Wealth Advisor based in Roanoke, Virginia. He joined Mercer Advisors in 2022 through the acquisition of HCO Private Wealth. He was a Managing Partner of HCO Private Wealth, overseeing major client relationships, client service, and business development. Ian began his financial services career in 2010 and has been a financial advisor since 2014. He earned a B.S. degree in finance from Virginia Tech. He is also a Chartered Financial Analyst and CERTIFIED FINANCIAL PLANNER® professional.
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
- Support for business owners, from growth and succession to liquidity events and legacy planning
- Life changes after the loss of a spouse, from estate transitions to long-term planning
- Complexities of inherited wealth, from taxes to legacy
- Advising physicians with insurance, debt, and investment strategies
His working style
Ian is known for his calm presence, ability to educate on complex matters, reliability, and proactive nature. He has an “engineer-approach” to maximizing value and the ability to organize small financial details so nothing gets missed. If you value a detail-oriented advisor who can educate and lead you to the right financial decisions, Ian is a good fit for you.
Ian in real life
What keeps you busy outside of work?
In my free time, I enjoy activities with my family, woodworking, gardening, and adult soccer. I am a DIY person at heart and love spending time in my workshop or outdoors.
What’s one thing you are surprisingly good at?
My family has both engineering and artists in our genes. I like to say I have both of these traits with the uncanny ability to create beautiful presentations that have the organized analysis of an engineer.
Favorite thing about where you live?
I love the small city feel of Roanoke, Virginia. You have all the amenities in the back-drop of the Blue Ridge Mountains where people are friendly and life does not have to go fast.
Ian’s snapshots
Meet Ian’s Teammates
Lisa Dellinger
Manager, Client Service
What Ian Says
Lisa and I abide by several key principles, including: A task is not complete until the client says it’s complete; trust but verify, and; every day is a great day at Mercer Advisors. Lisa provides a lot of energy and positivity to our office and is a great teammate.
Kristen Comeau
Regional Vice President
What Ian Says
Kristen helps me provide education and a streamlined onboarding experience to potential new clients. Her commitment, competency, and reliability are second to none.
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