Ian W. Lund, CPFA®
Client Relationship Manager
Ian brings more than eight years of private wealth management, investment guidance and relationship management experience. As a Client Relationship Manager, Ian consults and ensures Plan Sponsors' fiduciary needs are met through delivering investment oversight and employee engagement strategies.
Prior to joining NWK Group, Ian was a 401(k) Advisor with Sequoia Consulting Group where he specialized in advising 401(k) programs for organizations and venture-backed startups in the Bay Area. Before that, he worked in Charlotte, NC for the low-cost index fund leader, Vanguard, as an Investment Consultant in their wealth management sales division. He started his career with State Farm Insurance as an Insurance Account Representative.
Ian holds the Certified Plan Fiduciary Advisor (CPFA) designation. A proud graduate from The University of Alabama in Tuscaloosa, Ian earned a Bachelor of Arts degree in Communication Studies.
Originally from Mt. Pleasant, SC, Ian is a recipient of the town’s Key to the City where he has a day dedicated in his honor. He was also nominated for a Carnegie Medal of Heroism after putting his life in danger while attempting to save the life of a stranger following a two-car accident.
One of only a handful of southerners who does *not* drink sweet tea, Ian enjoys traveling, stand-up comedy, spending time with family, wine tasting and cheering on his alma mater (Roll Tide!)