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 is licensed with his Series 66 and holds life and health insurance licenses as well as the Certified Student Loan Professional (CSLP®) designation. These allow him to advise clients on their finances and implement the appropriate recommendations based on the client’s goals.

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.

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.

Certifications

CSLP® Certified Student Loan Professional