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Cofounder + Chief Financial Officer
Ian specializes in tax-free retirement, annuity insurance and leading the charge of our Property & Casualty division. He is proven to be a top consultant in the retirement planning field for over a decade.
Ian has led many workshops helping clients receive the education they deserve to increase their odds of living a stress-free, financially stable retirement without all the worry of, "will I have enough?"
He paves a successful path for our Agents, personally and professionally, sparking confidence and motivation.
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