Ian is a Partner with PARAGON and is deeply involved with the firm’s investment policy and marketing initiatives. He understands that many life decisions require higher level financial planning, and making those decisions correctly will heavily influence the ability to retire and to experience the things in life that many of us aspire to enjoy. Whether it be handling 401(k) rollovers, college planning, tax planning, or simply creating a long-term, sustainable investment plan, Ian prides himself on his ability to take care of his client’s entire financial life so they can enjoy the fruits of their labors – even well before retirement.