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Ian Kloc

Assistant Vice President, Wealth Management Analyst

Ian@boycewealth.com | 512.426.7591

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My Story

Ian has been with Boyce & Associates as a financial planner since July of 2022. He originally joined B&A to help research the best investments for our clients, but quickly grew to the financial planning side of our business. His simple passion for helping others is what gives him the drive to help individuals, families, and business owners develop a grown confidence in their financial future. Ian’s same passion for helping others is what helped him find his way into A+ College Planning in 2023. As a graduate of Texas A&M Class of 2022, he has recently seen firsthand the common mistakes that many families make throughout the college process. Combining this with his financial knowledge has given him the calling to help families minimize what they pay to further their student’s education. He holds the Wealth Management Specialist (WMSTM) Designation and is a licensed life insurance agent in the State of Texas.


Ian is one of the rare Austin natives, being in the Austin and Cedar Park area his whole life (with the exception of his time in Aggieland). He is a committee member of the Young Men’s Business League in Austin and spends much of his summer volunteering with Austin Sunshine Camps, a foundation that is largely funded by efforts of YMBL. Outside of the office, Ian enjoys being out in nature with activities such as hunting and fishing and spending time with his family and friends. He is a music enthusiast who never misses a good concert and can also play multiple instruments himself. He also enjoys watching all sports, especially Aggie football and baseball.


Ian truly understands and values the relationships we have with our clients. His goal is to make every client feel that true value and care he gives and he remembers that trust is something that must be earned every day.

Contact Us

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 Address: 3109 Kenai Drive, Ste. 107

Cedar Park, TX 78613

Tel. 512.496.5709

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Investment advisory services offered through Boyce & Associates Wealth Consulting, Inc., an SEC registered investment adviser.

 

This site is published for residents of the United States only. Representatives may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined. Not all of services referenced on this site are available in every state and through every advisor listed. For additional information, please contact Eric Boyce, President & CEO at (512) 496-5709 or eric@boycewealth.com.

 

Boyce & Associates Wealth Consulting, Inc. does not offer legal or tax advice. Please consult the appropriate professional regarding your individual circumstance.

 

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