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Financial Advisor
Ian joined Stonebridge Wealth Systems, LLC in April 2026 as a Financial Advisor in the firm’s Grand Island office. In his role, Ian collaborates closely with senior advisors to support clients throughout the financial planning process, bringing a strong work ethic and a client-focused mindset to help individuals and families pursue their financial goals.
A Grand Island native, Ian returned to his hometown after earning his Bachelor of Science in Business Administration with an emphasis in Finance from the University of Nebraska–Lincoln. He began his career in financial services with Principal Financial Group, where he gained experience working with a diverse range of clients and developing personalized financial strategies.
Ian holds several industry licenses, including the Series 7, 63, 65, and 66, and is committed to ongoing professional development as he continues to pursue additional certifications and designations to better serve his clients.
Outside the office, Ian enjoys traveling and exploring National Parks across the country. He also values spending time with family and friends—and staying busy with his three dogs.
Ian is passionate about helping clients achieve financial clarity and confidence, with the goal of giving them the freedom to enjoy life without financial stress.
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Investment advisory services are offered through Stonebridge Wealth Systems, LLC (SWS or Stonebridge), an SEC Registered Investment Advisor. SEC registration does not constitute an endorsement of Stonebridge by the SEC, nor does it indicate that Stonebridge has attained a particular level of skill, training, or ability. Insurance products and services are not offered through SWS but are offered and sold through individually licensed and appointed agents.
Securities offered through World Equity Group, Inc., Member FINRA/SIPC. Investment advisory services offered through Stonebridge Wealth Systems, LLC, a SEC Investment Advisor. Stonebridge Wealth Systems, LLC and World Equity Group are separate entities and are not owned or controlled by World Equity Group, Inc.
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