Our Team

Ian Murray, CSLP®

Financial Advisor

Ian is a Financial Advisor who assists in the day-to-day needs of the firm’s clients. He focuses his specialized practice on attorneys in the early stages of their careers by helping them navigate student loan debt, budgeting, retirement planning, and any client-specific goals they may have.

Ian holds his Bachelor of Science with a concentration in Finance from Bloomsburg University of Pennsylvania, where he played NCAA Division II Soccer as a freshman. Ian is licensed with his Series 66 and holds life and health insurance licenses as well as the Certified Student Loan Professional (CSLP®) designation. The CSLP® program provides in depth training on student loan advising and planning and is considered to be a valuable tool that Ian can utilize with clients that have student loan debt.

At their core, Financial Advisors seek to help people!  A lot of people have similar goals to a degree (i.e., they want to be able to retire comfortably, make sure their investments are appropriately diversified, or would like to send a child to college debt-free), but everyone is different, which encourages Ian to learn new strategies and explore new solutions on a daily basis.

According to Ian, learning new processes and tactics to help clients reach their financial goals is what keeps his job exciting. He believes there’s nothing like seeing a client’s face light up when a path is laid out that aims to help them achieve their goals.

When Ian is not working, you can usually find him on the soccer field, at the golf course, or in his room studying for the CFP exam which will help him provide comprehensive financial planning advice to his clients.

Certifications

CSLP Advisor (cslainstitute.org)