✥ We Love Helping Families Just Like Yours ✥
What We Do
Our goal is to help our clients reach their financial goals, while providing exceptional service at a fair cost. Our customized approach will allow us to tailor solutions to your unique financial needs.
At Four Peaks Planning and Investments, our independence allows us to make our clients the center of everything we do. In order to ensure this, we have Four Key Principles that guide us at all times.
Ian Rodgers, Certified Financial Planner, and Jeremy Kahn (Jamie), Estate Planner, work together to provide individuals and businesses with professional financial services. We can help with all aspects of financial planning, including risk management, retirement savings, estate planning and asset allocation.Schedule A Consultation
Certified Financial Planner™
Ian Rodgers is a Certified Financial Planner that aims to positively impact the people he is in contact with. Whether it’s a friendly smile, a listening ear or guidance toward reaching financial goals, Ian is always ready to serve. He takes great pleasure in learning about his clients and their stories. After all, it’s these stories that help him understand what is truly important to his clients.
At Four Peaks Planning and Investments, Ian works with individuals, families and small business owners to assist with all aspects of their financial lives. He discovers what is truly important to the individual and builds a structured plan to achieve these goals. Multiple factors are taken into consideration, such as specific financial objectives, risk tolerance, time horizon and more. Goals are based on wealth management, wealth accumulation, preservation and transfer.
Before starting his career as a Financial Advisor, Ian received a bachelor’s degree from Arizona State University and a Master's Degree in Business Administration. He successfully completed the requirements to become a CERTIFIED FINANCIAL PLANNER™ professional through the nationally recognized CFP® Board. Ian also served in the U.S. Army with 3rd Ranger Battalion at Fort Benning, Georgia and is a proud member of Calvary Chapel Church in Tempe, Arizona.
Additional Resource and Strategic Partners
Jeremy Kahn (Jamie)
Jamie was born in Fort Wayne, IN and raised in Milwaukee, WI. He attended the University of Wisconsin-Madison, earning a Bachelor of Science Degree in Chemistry. The degree's heavy math and logic translate well to the Boolean logic, contingencies and probabilities that are a key part of estate planning. His parents teach college courses at various Wisconsin schools, and Jamie's father practiced family law before moving into mediation.
Shortly after moving to Arizona in 1999, Jamie joined a large estate planning firm in Scottsdale that provided financial, insurance and estate planning services. In 2004, Jamie started Four Peaks Planning, Inc. with the sole focus of estate planning. Jamie has been part of several area business development groups.
In his free time, Jamie has previously served on the Jr Board of Junior Achievement and as a volunteer youth basketball coach at the YMCA. Currently, Jamie is a youth soccer coach with Young Champions of America and a volunteer with Phoenix Philanthropists.