As Mindshare Group's Associate Retirement Plan Advisor, Ian provides retirement and fiduciary advisory services to plan sponsor clients, specializing in collaborating with them to offer cost-effective, high-value retirement programs.

Prior to joining Mindshare Group, Ian served as an Institutional Relationship Manager for Empower Retirement, NWK Group, and Sequoia Consulting Group, where he specialized in advising retirement plan programs for organizations and venture-backed startups in the Bay Area.

Before moving to the West Coast, he worked in Charlotte, NC, for the low-cost index fund leader, Vanguard, as an Investment Consultant in their wealth management sales division. Ian started his career with State Farm Insurance as an Insurance Account Representative.

Ian holds the Certified Plan Fiduciary Advisor (CPFA) designation, as well as FINRA Series 7 and 65 licenses. A proud graduate of The University of Alabama in Tuscaloosa, Ian earned a Bachelor of Arts in Communication Studies with a concentration in corporate and organizational communication. Lund also minored in Political Science.

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 golfing, traveling, stand-up comedy, spending time with family, wine tasting, and cheering on his alma mater (Roll Tide!).