Ian is a Lead Financial Planner and Partner at True Wealth Group, where he helps guide both client strategy and firm operations with clarity and intention. Ian takes an education-first, relationship-driven approach to advising. He prioritizes helping clients understand the reasoning behind financial decisions so they can move forward with confidence rather than react emotionally. By integrating tax strategy, cash flow planning, and long-term goals, he helps clients design plans that support the life they want to live. As a co-founder of True Wealth Group, Ian was motivated by a belief that financial advice should be delivered with integrity, transparency, and care. His long-term focus is building a durable, values-driven firm known for sound thinking, trust-based relationships, and guidance that endures across generations. Ian earned his Bachelor of Business Administration from Gonzaga University. Ian is a CFP® professional, a Certified Exit Planning Advisor (CEPA), an Enrolled Agent (EA) with the IRS, and a Licensed Tax Consultant (LTC) with Oregon state.

Donald Klotter is a financial advisor with True Wealth Group in Bend, Oregon, holding Series 63, 65, and 66 credentials and 17 years of industry experience. His prior roles include positions at EFG Asset Management and Mazama Capital Management Inc. He has also been associated with NYLIFE Securities LLC and New York Life Insurance Co since 2026. True Wealth Group advises individuals, families, high-net-worth clients, trusts, estates, businesses, and retirement plans, offering discretionary investment management, financial planning, consulting, and retirement-plan advisory services. The firm emphasizes strategic asset allocation and diversification using mutual funds and ETFs, integrating financial planning with investment management and providing employer retirement-plan services.

Mathew Hunnicutt is a CFP® and holds a Series 66 license, with 23 years of experience in the financial industry. He has worked at multiple firms, including SII Investments, Inc., Eagle Wealth Management, and My Legacy Advisors, and is currently with True Wealth Group. Outside of his advisory work, he operates Peregrine Racing, an endurance sports and coaching business. True Wealth Group serves individuals, families, high-net-worth clients, trusts, estates, businesses, and retirement plans, providing discretionary investment management, financial planning, consulting, and retirement-plan advisory services. The firm employs strategic asset allocation and diversification using mutual funds and ETFs, integrating financial planning with investment management and offering employer retirement-plan services.