Our Team

 

Ian Welham, Senior Partner

If Ian looks familiar, it’s because you’ve probably seen him on TV or on the Internet, or heard him on the radio. He is a nationally known college expert and author. His specialty is how paying for college affects retirement and vice versa, and the best way to plan for both.

 

After qualifying as a Chartered Accountant with Ernst & Young, Ian moved out of public practice and became CFO of a Barcelona-based publicly traded company. He also held CEO and COO positions in Hong Kong, The Netherlands, Belgium and the US for a global fashion and apparel corporation.

 

He co-founded Complete College Planning Solutions to educate parents who agree that college costs have gotten out of control. His clients are mostly “forgotten” middle class families who desire a top public or private university education for their children. They are willing to pay their “fair share” but see no reason to overpay when money is available to them. Thousands of parents have attended his free community workshops and learned how to dramatically lower the college bill, even if you make a comfortable six-figure income.

 

Ian is a regular guest on TV, radio and in the press, including featured college expert on AOL Finance, as well as WPIX Channel 11, News12 NJ, the Newark Star-Ledger, The Daily Beast, and Home News Tribune.

 

Ian and his wife Linda have been married for 25 years and have twin daughters, Heather and Francesca. He is a devoted Manchester United “football” fan, and an avid golfer.

Paul Partridge, Senior Partner

Trusted advisor Paul Partridge helps his clients get on track – or back on track – with their retirement dreams. 
 
“With so much negative news these days about the market, retirement and Social Security, I feel it’s important to share the truth,” says Paul. “I believe there is reason for optimism and I know there are Smarter Retirement Strategies available today that can help protect your future.
 
“Many of the people I have counseled lost much of their life savings in the volatile market or miscalculated how much money they would need to maintain their retirement lifestyle. As heartbreaking – even maddening – as this can be, there are things I can do right now to help you build a safer, more secure retirement.”
 
Paul has been featured on Forbes.com and is co-author of the upcoming book, “Control Your Taxes: A Tax Reduction and Wealth Transfer Guide for Business Owners and Their CPAs.” He was a visiting scholar at High Point University.
 
After receiving his business degree from the University of Notre Dame, Paul has enjoyed a successful career that has taken him around the world. He has worked in 51 different industries, and for some of the world’s most well known brands, including: American Express, AT&T, Dell, Bank of America, Scholastic and Reader’s Digest.
 
Paul and his wife, Lynne, have been married for 27 years. They have two college-age daughters, Grace and Emma, who’s been studying abroad in Spain and Italy. Paul has been active in youth sports and has coached soccer, hockey and lacrosse. He enjoys music, photography, golf and wine, not necessarily in that order.