New to the Role, Not New to the Industry
Ian Epperson has more than nine years of experience working with advisory clients. He earned a Bachelor of Science in Business Administration and Economics from the University of Oregon. He holds the Series 7, 63, and 65 securities licenses and a Life and Health Insurance license.
Ian treats every client relationship with the care, attention, and respect he would want for himself and his family. He draws on his retirement planning experience to help clients clarify their goals and understand each step ahead. His focus is developing practical retirement roadmaps that bring structure to complex decisions.
Outside of work, Ian is active in his church community and values time with his family. He enjoys the outdoors with his fiancée and their dog. He likes hiking, kayaking, and paddleboarding. He also trains in kickboxing and strength work, and he makes time for music and design.