Ian Clark

Ian received his BA in Finance from Southern Methodist University. He is a CERTIFIED FINANCIAL PLANNERâ„¢ practitioner.

Prior to joining BRF in 2022, Ian worked for several well-respected financial services companies such as Vanguard and TIAA in a variety of roles specializing in investments and retirement planning as well as comprehensive financial planning. Ian most recently worked for another Registered Investment Advisory firm providing wholistic financial planning to individuals and small business owners.