Ian W. Lund

Ian brings more than seven 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.