Ian Maxwell

Lead Financial Planning Specialist

Ian is passionate about clearly articulating important college planning concerns, giving students and families valuable strategies to improve their college planning and college funding situation. Ian focuses on providing families and students with the type of education, tools, and strategies they really need to improve their quality of life throughout all phases of the college planning process. Ian’s ultimate goal is to show families and students how successful college planning outcomes are absolutely dependent on having a comprehensive plan that addresses both near-term college finance concerns as well as long-term retirement planning issues.