07/16/2026
We are pleased to introduce you to our new paraplanner, Ian Trumpler! In his new role, Ian will support our advisors with financial planning analysis, client meeting preparation, and ongoing plan implementation, helping ensure we continue to deliver a high level of service and thoughtful guidance to you, our wonderful clients. He brings a strong attention to detail, a passion for personal finance, and a commitment to continuous learning. He is eager to contribute to the team's collaborative culture. Please join us in welcoming Ian to the team!