Biography
Ian leverages his diverse professional background services to assist US-connected global individuals with their overseas wealth and retirement planning needs. His primary role involves tracking down lost 401(k) and US pension plans, helping clients regain access to their hard-earned savings. Ian excels at tailoring financial solutions to align with each client's unique objectives and circumstances. He also facilitates the transfer of assets, simplifying the process of moving investments to more suitable platforms, such as IRAs, for streamlined portfolio management.
Within the firm, Ian actively contributes to sales and business development, expanding Cross Border Wealth's reach. He also plays a key role in refining and enhancing processes to better serve clients. One of Ian's most rewarding achievements is successfully assisting a client in consolidating multiple pensions into a single IRA, providing efficient retirement portfolio management.
Outside of work, he enjoys Bible study, quality family time, outdoor adventures, and cycling.
Career
Ian leverages his diverse professional background services to assist US-connected global individuals with their overseas wealth and retirement planning needs.
