Archives: Advisor Teams
Advisor Team
Don was raised in southwest Missouri and spent as much time as he could with friends at Table Rock Lake where he enjoyed water skiing, fishing, and boating. He moved to the Kansas City area in 1990 and has been an Olathe resident since 1995. Don and his wife Cindi currently live in Olathe with four of their six children: Jackson, Sydney, Dawson, and Roman. His oldest son, Drew has graduated from the University of Kansas and is currently working in the Kansas City area. His daughter Adrianna is currently in medical school at the University of Missouri Kansas City. Don enjoys the outdoors, sporting events, spending time with his family and their many activities, and serving his church and community. He passionately supports charities that provide services for our wounded service men and women and their families.
Don has been in the Financial Services Industry since 2002. He focuses on Comprehensive Financial Planning, Retirement Income Planning, Tax Strategies, Investment Management, Insurance and Estate Planning. He assists families and small business owners in prioritizing and pursuing their long-term goals through his proactive financial planning approach. Don prides himself on providing exceptional client service with a high level of education and client interaction.
Don earned a Bachelors degree in Business Administration from the University of Missouri Kansas City in 2002 with an emphasis in Finance and a minor in Economics.
Michael McCord is the principal and founder of Pinnacle Wealth Management, LLC and has over 28 years of experience in the financial planning industry.
While attending college at the University of Missouri – St. Louis, Mike had a professor who had a strong impact on his view of the financial industry and guided him to pursue a focus in investments and client portfolio management. After acquiring his degree in Finance, Mike continued his studies earning his Chartered Financial Analyst, CERTIFIED FINANCIAL PLANNER™, Accredited Investment Fiduciary, and Certified Kingdom Advisor®.
After 19 years of experience in the financial industry, Mike founded Pinnacle Wealth Management in 2010 and has since served as the Chief Executive Officer. He is a member of the Financial Analyst Society of Tampa Bay and the Tampa Bay Society of CERTIFIED FINANCIAL PLANNERS™.
Originally from Saint Louis, Missouri, Mike has resided in the Tampa Bay area since 1989 with his wife of over 30 years, Jennifer. Mike and Jennifer raised two daughters, Samantha and Sarah. When Mike is not busy building investment portfolios and assisting clients with their individual goals, he enjoys bike riding, hiking, and reading.
Mike has the FINRA Series 6, Series 7, Series 24, and Series 63 held through LPL Financial.
Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Felipe began his career in financial advising as an intern at local advisory firm, while attending Arizona State University. He quickly learned the importance of having a well-thought-out financial plan that can withstand periods of volatility and down turns in the markets. Felipe’s desire to build lifelong relationships with his clients is felt in his approach, as he first understands their goals and objectives before crafting a detailed plan. His goal is to make sure every client is confident in their plan and understands the importance of continuously adjusting it as life changes. Felipe was raised and currently resides in Phoenix, AZ with his wife, Kelli, and two sons, Case and Carson.
Felipe is a CERTIFIED FINANCIAL PLANNER ™. His areas of expertise are: financial planning, retirement planning, tax efficient investing, wealth management and risk management.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.
Lindsey is responsible for reviewing and implementing the firm’s Compliance Program. These responsibilities include management of LPL Financial’s compliance requirements and RIA compliance oversight.
Lindsey received her degree in Sociology/Criminology from the University of Colorado at Boulder. She has been in the financial field for over fifteen years, previously working at Piper Jaffray, Rocky Mountain Wealth Management, Western Wealth Management and Independent Financial Partners.
In her spare time, she enjoys spending time with her husband and children, hiking, cooking and enjoying the Colorado outdoors.
Emil Mokhtarian, CFP®
Financial Advisor, Vice President
Emil Mokhtarian provides every client with comprehensive financial advice, education, and portfolio management delivered with a highly personalized level of service and professional integrity. Emil and his team specialize in the coordination of financial, tax, estate, and distribution planning for individuals, families, and small businesses.
With more than 20 years of experience providing financial and wealth management advice, he is dedicated to helping individuals work towards achieving their financial goals. He holds the CERTIFIED FINANCIAL PLANNER™ certification, which is one of the most recognizable and respected credentials in the financial services industry.
Emil graduated from the University of Illinois Champaign-Urbana with a degree in Economics in 1998, and currently resides with his family in Clarendon Hills, IL.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.
Investment advisory services offered through IHT Wealth Management, LLC., a registered investment advisor.
IHT Wealth Management may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements.
All posts and comments are personal and conversational and are not meant to be recommendations in any way. Investors should seek professional advice before making any investment. Any discussion of markets, investments and asset classes is for discussion purposes only and should not be construed as a recommendation in any way. All investments have risk and may lose value. Past performance is not indicative of future results.
© IHT Wealth Management
IHT Wealth Management may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements.
All posts and comments are personal and conversational and are not meant to be recommendations in any way. Investors should seek professional advice before making any investment. Any discussion of markets, investments and asset classes is for discussion purposes only and should not be construed as a recommendation in any way. All investments have risk and may lose value. Past performance is not indicative of future results.
© IHT Wealth Management