As a Wealth Manager at True North, Ivan collaborates closely with the Wealth Management team to deliver valuable, results-driven solutions so his clients can meet their goals and live more impactful lives.

Prior to joining True North in 2022, Ivan was a Financial Planner at RGT Wealth Advisors. There, he served high net worth families, professional athletes, and business owners.

The firm’s mission is Fulfilling Lives™ and Ivan’s drives this forward by working alongside his clients to help them clearly identify what’s most important to them.

Ivan graduated from Tarleton State University in Stephenville, Texas with a Bachelor of Business Administration degree. He is also a CERTIFIED FINANCIAL PLANNER™ professional and holds an Accredited Portfolio Management Advisor^SM designation.

In his free time, Ivan and his wife, Kassidy enjoy going on walks on the Katy Trail with their dogs, Polly and Clementine.