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Your Future

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication are the cornerstone of building a successful plan for you.

We are objective...

Founded in 1994, our firm seeks to build high-trust client relationships by fully embracing the fiduciary standard as our bedrock. By structuring our compensation on a fee basis, we align our efforts with the interest of our clients.

Our business incentives are based on working with each client to identify their goals, planning for their success and building long-term relationships.

We are client friendly...

By working with a limited number of clients, we can focus on the unique needs and concerns of each person. That takes time and on-going communication. We feel strongly about the importance of promptly returning telephone calls and emails, and making ourselves available for meetings at times that are convenient for our clients.

We are experienced...

At IAS we believe in a team approach to meet the needs of our clients. Our experience totals over 100 years.

John Haynes

President, Chief Investment Officer

John Haynes serves as President, Chief Investment Officer and Founder of IAS after spending over 15 years in the banking and financial services industry. Now, IAS continues the vision of providing wealth management services focused on...

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Henry Stevens

Lead Financial Advisor

Henry Stevens serves as Lead Financial Advisor on our team and enjoys working with clients on an individual basis to find solutions to their financial needs. 

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CJ Haynes

Chief Compliance Officer

CJ Haynes serves as Chief Compliance Officer, is a Certified Employee Benefit Specialist (CEBS) and Registered Financial Gerontologist (RFG). CJ joined IAS after a 15 year career involved with corporate health benefits, retirement...

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Curt Beck


 With over 35+ years of industry experience, Curt brings an accounting and tax service perspective to IAS for clients. Most recently, Curt served as Vice President and Controller for a privately held family office business...

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Jason Henry

Financial Advisor


Jason Henry, CFP candidate, joined the firm after almost 20 years in the healthcare industry as a physical therapist. He brings with him compassion, analytics and a true sense of problem-solving in his planning practice as he assist...

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