Ian joined the Fluent Financial team in 2025. He earned a bachelor’s degree in Agricultural Economics from Texas A&M University and an MBA from Texas Christian University. Ian holds the Series 7 and 66 licenses through Private Client Services (PCS). He is also actively pursuing the Chartered Financial Analyst (CFA) designation.
Ian brings a strong foundation in advanced derivatives trading, risk management, and data analytics developed through roles at Charles Schwab and GuideStone Capital Management. At Fluent Financial, he contributes to investment strategy, portfolio construction, and quantitative decision-making.
Originally from a farming community outside of New Home, Texas, Ian now lives in Fort Worth with his wife, Shelbi, and their son, Case. He is an active member of his Catholic church and an avid Texas Rangers fan. In his free time, Ian enjoys golf, sporting clays, college football Saturdays, and learning about as many nerdy things as he can.
Our process helps you retire confidently—sooner than you thought possible.
Initial Review – A complimentary portfolio assessment to evaluate your investments, risk exposure, and retirement timeline.
We identify tax-saving opportunities and fine-tune your strategy to maximize cash flow while maintaining financial security.
We implement our proven investment models, helping you retire sooner while keeping your financial future secure.
You’ve built your wealth—let’s ensure it works for you. Whether you’re planning for retirement, optimizing investments, or securing your family’s future, our team is here to help.
Securities offered by Registered Representatives through Private Client Services (PCS), Member FINRA/SIPC. Fluent Financial, LLC is a Registered Investment Advisor. Advisory services are only offered to clients or prospective clients where Fluent Financial, LLC and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Fluent Financial, LLC unless a client service agreement is in place. Investment advice is offered through Fluent Financial, LLC, a registered investment advisor and an unaffiliated entity from Private Client Services (PCS) . The Private Client Services (PCS) representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AR, AZ, CA, CO, FL, IA, IL, LA, MA, MD, MI, NC, NM, OK, OR, PA, TN, TX, VA, WA. Privacy Policy / Terms of Use.
