Ian Fritz

Ian is driven by his passion for educating and guiding his clients through life’s financial challenges. He dedicates himself to helping individuals and families achieve their pre- and post-retirement goals through comprehensive and holistic financial planning.

With a rich fiduciary background as an investment counselor at Fisher Investments and private banker with JP Morgan Chase Bank, Ian brings a wealth of experience and a deep understanding of the financial industry to his role. However, his approach to client service truly sets him apart; Ian’s clients would attest to his ability to empathize with their situations, understanding not just their financial goals but also their individual concerns and struggles. This human approach ensures that each client feels valued and understood, fostering strong, trust-based relationships. Ian attended the University of Texas at Dallas for the Master of Science in Finance program, completed his Series 65 Securities registration and holds the life, general lines, accident, and health insurance licenses. This allows him to fully serve his clients with a 360-degree approach. A commitment to excellence, empathy and education marks his journey in the financial industry. His approach to financial planning is not just about numbers but about building meaningful connections with his clients and guiding them toward achieving their financial dreams, all while navigating life’s everyday challenges.

Outside of work, Ian is a devoted father to his daughter, Alessa. Together with Chloe, their Anatolian Pyrenees, Ian and Alessa enjoy exploring new ventures together; whether enjoying indoor activities such as board games, or outdoor, like gardening, fishing or hiking, they enjoy an active life. Ian is also enthusiastic about continuous personal learning and brings this quality to his family and professional life