Ian Dillard is a senior specialist, financial planning based in Uniontown, Ohio.

Ian specializes in helping individuals and families navigate key areas of personal finance, including retirement planning, cash flow planning, tax optimization, investment planning, and the management of complex executive benefits. Before joining CAPTRUST, he worked for L2 Financial as the director of financial planning and analysis.

Ian is a CERTIFIED FINANCIAL PLANNER (CFP®) and Certified Investment Management Analyst (CIMA®). He graduated from John Carroll University with a Bachelor of Science in finance.

Outside of work, Ian enjoys playing with his dog Nova, spending time with his wife Emma, and participating in outdoor activities such as rock climbing, playing pickleball, snowboarding, and hiking.