Ian is the Client Relationship Manager at White Blaze Wealth Management. In this role, he works closely with the team’s wealth advisors to ensure that our clients receive high-quality, comprehensive service. Ian plays a critical role in conducting research, assisting with meeting preparation, and supporting client communications. Ian joined White Blaze Wealth Management in 2025.
Ian’s career in personal finance began in 2015 when he founded Sona Financial, a company focused on young professionals. He then transitioned to Morgan Stanley, where he worked for 5 years managing the many complexities of modern wealth management.
Ian is a graduate of The College of Wooster with a bachelor’s in economics and history and is currently pursuing a master’s degree in accounting at Cleveland State University. He earned his CERTIFIED FINANCIAL PLANNER™ designation in 2019.
Ian and his wife, Molly, reside in Cleveland Heights with their two dogs, Odysseus and Penelope. Outside of White Blaze, Ian is an avid writer, gardener, and ultimate frisbee player.