Ian Newman has been in the financial services and investment industry since 2010, with a focus on assisting physicians, business owners and their families. Through his experience, Ian has gained a deep appreciation for the financial planning process and identifying investment strategies that reflect his clients’ goals.

Ian holds a Master of Business Administration (MBA) from Delaware State University and a Bachelor’s degree in Business Administration from Shepherd University. He’s also life insurance licensed and holds the Certified Financial Planner (CFP) designation.

Outside the office, Ian enjoys spending time with his wife and two daughters. He’s also an ardent soccer fan and enjoys playing a game or two whenever he gets the chance.