Ian joined Mueller Financial Services, Inc. in 2023 with experience in public accounting including preparing financial statements for commercial and not-for-profit organizations.
Ian’s role as an Investment Services Associate at Mueller Financial Services focuses on supporting the team, and the clients we serve, in the various areas of holistic financial planning, asset management, financial technology and investment research. Ian will serve as part of the investment committee to help the team develop its economic outlook along with assisting with other special investment research projects.
His main responsibilities at Mueller Financial Services include:
- Financial Technology Management
- Client Portfolio Analytics
- Risk Analysis
- Investment Research and Data Related Proposals
Education & Certifications
- B.B.A., Accounting & Finance, Texas State University, San Marcos, 2019