Devin joined the Investment Advisors Wealth Management team in November 2025. Prior to joining the firm, he worked as a product manager for an insurtech startup, where he led the development and implementation of software solutions for insurance platforms. This experience strengthened his ability to translate complex information into clear, actionable strategies, a skill he now uses to help clients better understand their financial future. With a Bachelor’s degree in statistics, Devin combines analytical expertise with a thoughtful, compassionate approach.
At Investment Advisors Wealth Management, Devin serves as a Client Services Associate, helping Jim keep clients’ financial plans on track and making sure they feel informed and supported throughout the process. He finds meaning in helping clients navigate their financial questions and providing clarity in the day-to-day details that make a plan work. As he continues to grow in his role, Devin approaches each conversation with curiosity, empathy, and a commitment to understanding each client’s unique circumstances and goals.
Devin holds the SIE and Series 65 licenses and is committed to ongoing professional development as a trusted resource for clients and colleagues.