Our

Team

We help you see your money differently.

Ian Ardill, BA, MTS

Financial Strategist
& CEO

Ale Dos Ramos, MBA

Financial Strategist

Justin Meyers

Financial Strategist

Darlene Abballe

VP of Operations

Ana Karina Fasolino

Client Support Manager

John Ardill

Founder and Mentor

Sarah Ardill

Administrative Support

We believe that earning – and keeping – clients’ trust is the ultimate accomplishment.

"Ian really brings us some interesting investment ideas; he is aware of the markets. I can bounce ideas off him. You know, I’ll talk to him before I talk to my accountant sometimes."

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