Ian Schaefer

Good financial advice should give you confidence about where you’re going—not leave you overwhelmed by how to get there.

I spent over a decade in banking, where working with loans gave me a firsthand look at how financial decisions can shape the choices we have later in life. At times, that work challenged me personally because I’ve always connected with the idea that there’s a different way to do money—living within your means, avoiding unnecessary debt, and building wealth intentionally.

That perspective ultimately led me to financial advising. I wanted to move beyond analyzing where someone had been financially and instead help people decide where they want to go next.

Today, I help individuals and families make thoughtful decisions about investing, retirement, and their financial future. My approach is simple: understand what matters to you, approach your questions with a teacher’s heart, explain your options in plain English, and build a plan that helps you move forward with confidence.

I grew up on a cotton farm in West Texas, and my background in agriculture and small business has given me a particular appreciation for people who have built what they have through hard work and want practical, understandable guidance for what comes next.

If you’re looking for someone who will listen, explain things clearly, and help you build a plan around the life you want to live, I’d be glad to have a conversation. You don’t need to have everything figured out before we talk—that’s what I’m here for.