Ian Hamre

Ian is passionate about helping clients with streamlining their finances so they do not have to worry about money. He believes investment management is important but does not mean much without a financial plan. When he started taking care of his ailing grandparents, he recognized the value of having an advisor oversee investments, taxes, estate planning, insurance, and more, which led him to earn a bachelor’s degree in finance from Virginia Tech in 2010 and obtained his CFA® charter certification in 2015. At his former firm, HCO Private Wealth, he worked his way up to managing partner before the firm was acquired by Mercer Advisors in 2022. Outside of work, Ian enjoys spending time with his wife and two children, woodworking, and gardening.