Ian Ellis joined Wealth Management Strategies in 2011. Since joining the firm, Ian’s work has included various complex planning and case designs including estate and duration planning strategies, deferred compensation plans, charitable giving, COLI (Corporate Owned Life Insurance) contracts and traditional/private/reverse split dollar plans. Prior to joining WMS, Ian worked in real estate investment and development in southern California. Ian enjoys working on complex cases and finding creative strategies to address client needs. Ian graduated with honors from the University of Southern California in business administration and received his MBA from Brigham Young University.
Ian loves classic cars and coaching youth soccer and baseball in his free time, but his greatest joy comes from spending time with his wife and 3 children.
MBA Finance – Brigham Young University
Licenses & Certifications
CA Insurance License 0H39572
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