Ian joined the True North team as an Associate Wealth Manager in May of 2024. In his role, he supports clients with detailed attention to their full financial picture.  

Prior to joining True North, Ian was a member of the financial planning and strategy team at Texas Capital. There he coordinated with clients and their advisors to develop the right financial and estate planning strategies for their unique goals.  

The firm’s mission is Fulfilling Lives™, and Ian exemplifies this by seeking the good of others first and striving to lead a well-balanced life.  

Ian was born and raised in Dallas before graduating from the University of Colorado with a bachelor’s degree in finance and emphasis in personal financial planning. As a CERTIFIED FINANCIAL PLANNER® professional, Ian is held to a fiduciary standard and brings a comprehensive lens to retirement, tax, estate, investment, and insurance planning — helping clients see how each piece of their financial life fits together. He stays connected to the broader planning community by regularly attending Financial Planning Association events.  

Outside of work, Ian plays in the worship band at his church and enjoys running at White Rock Lake with his wife, Hannah, and daughter, Lila, and listening to great jazz music around Dallas.