Ian McIlvaine, CIMA ®

Chief Executive Officer
Chief Investment Officer
Wealth Advisor

A founder of Vandalia Wealth, Ian has been in the financial services industry since 2010. Focusing on private client and investment advisory and consulting services, he emphasizes a comprehensive and thoughtful approach to portfolio management and financial planning. With a vision of the company delivering collaborative wealth management to ensure superior client service, Ian is focused on driving positive experiences through a combination of high-touch personal attention and the use of advanced, proven technology. In his role as CIO, Ian develops and communicates investment strategy and policies, oversees the investment process, devises strategies for growth, makes decisions on asset allocation and external managers, and assesses relevant risk, all towards the goal a financially successful future for clients.

He is a local community leader volunteering with a variety of community organizations including his church. Ian believes that you can never go wrong doing the right thing.

Ian earned the designation of CIMA® (Certified Investment Management Analyst) and holds a Series 66 registration.

A graduate of Oral Roberts University with a Communications degree, he has served in sales, analyst, advisory, management, and leadership roles in small-cap entrepreneurial companies and Fortune 500 corporations.