Archives: Advisor Teams

Advisor Team

Vivian has been with IHT Wealth Management for more than 2 years and has had experience working directly with advisors, clients, and the internal operational management team. As VP of Operations, Vivian is responsible for managing and assisting in high-level financials that include commissions and compensation, working directly with advisors to find investment solutions for complex client situations, and assisting with implementing the firm’s onboarding and compliance procedures. She takes pride in being detailed and efficient and is committed to work alongside the management team to accomplish the firm’s business goals.

Vivian received her bachelor’s degree in financial planning with a minor in business from the University of Illinois at Urbana-Champaign in 2017. She is FINRA licensed with her Series 7 held with LPL Financial and Series 66 held with both IHT Wealth Management and LPL Financial.

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Brian has a unique and disciplined approach. As your financial advisor I’ll be an ally who puts your interest first, when things go right – and not so right. When it comes to what’s truly important in your life you deserve advice you can trust from an advisor who knows and understands you.  That’s why I ask questions you may not have been asked before, explore areas other advisors or asset managers may have overlooked. All to help your effort pay off today and tomorrow. With the right financial advisor life can be brilliant.  Brian was voted Best Financial Advisor by the Tampa Bay Business Journal in 2017*.

Brian has been married to his beautiful wife Kristen for 19 years. They have 2 children, a teenage daughter Carolina and her younger brother Aristotle and to complete the family three adorable dogs named Coco and Stella who are brother and sister Maltese and Milo a Goldendoodle.

On the weekends Brian enjoy fishing and golfing with friends, going to the theatre and live music concerts with his wife. During the week you can find Brian coaching youth sports.

Brian is very involved in the community. His favorite charities are Metropolitan Ministries, Paint Your Heart Out, Tampa Bay and Feeding America.

Brian’s areas of focus:

*Retirement income strategies

*Estate Planning

*Intergenerational Planning

Education:

Brian graduate of Jesuit

B.S., 1998, Economics

Florida State University, Tallahassee, Florida

PROFESSIONAL LICENSES:
• Series 7 registration held with LPL Financial
• Series 66 registration held with LPL Financial and IHT Wealth Management
• Florida Life, Health and Variable Annuity insurance licenses
• Over 20 years of industry experience

EDUCATION:
• Bachelor’s Degree in Finance, Florida State University, Tallahassee, FL
• Bachelor’s Degree in Multinational Business, Florida State University, Tallahassee, FL

AREAS OF FOCUS
• Retirement Planning
• Florida Retirement System (FRS) and benefits
• DROP and Investment Plan estimates and analysis
• Comprehensive financial planning and budgeting
• 401k Plan distribution options
• Portfolio review and risk analysis
• IRAs, ROTH IRS’s, 403(b)’s and 457(b)’s
• Education planning, 529 Plans, UTMA’s
• Estate planning review and recommendations

ONGOING ACTIVE MONEY MANAGEMENT
• Mutual Funds
• Stocks, bonds and ETF’s
• Investment Advisory services offered through IHT Wealth Management

INVESTMENT AND INSURANCE SERVICES
• Mutual funds, stocks and bonds
• Annuities – fixed and variable
• Life insurance and long-term care insurance
• IRAs, ROTH IRA’s, 401k’s, 403(b)’s and 457(b)’s
• Medicare supplement plans and Advantage Plans

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My focus and number one activity is retirement income planning. Which means I have the privilege of helping all kinds of people launch themselves into a satisfying post-career life – sometimes sooner than they thought possible. And then I manage the income; which means my clients have entrusted me with their monthly paychecks. This responsibility is my highest priority and provides to me my greatest satisfaction — I want to help old and new clients “choose their day” for a secure and worry-free retirement.

I began my career over 30 years ago as an insurance agent with New England Life and then later joined Mass Mutual Financial Group where I built a successful practice. In 1999 I obtained my credentials as a Certified Financial Planner as I believed this to be the highest standard for financial planning (I still do). In 2009 I joined Sheridan Road Financial to focus on investment management. I now see even greater opportunity for my specialty with IHT Wealth Management.

On the personal side I am a serious photographer; a long-time Chicago resident (Albany Park); and I will travel with my family to NYC for a favorite ballet. I have a beautiful wife, five wonderful daughters and a fierce Maltipoo named Loki.

For over a decade, Dario has provided holistic advice to individuals, families and businesses looking to overcome the challenges they face today while planning for tomorrow, understanding their needs and developing a comprehensive, customized strategy to pursue true wealth. He serves as a wealth management resource to business owners, MD’s, and executives, assisting them in making proactive, personal financial decisions while providing strategies aimed to build and preserve their assets.

Dario is a CERTIFIED FINANCIAL PLANNER™ and a go to person for employer sponsored 401k, 403b and 457 plans helping companies, non for profit, healthcare organizations, and government plan administrators understand new Fiduciary rules, provide ongoing financial education seminars to employees at work-sites, and with employees in transition to retirement. Also he is a great resource on Voluntary and Executive benefits shaping new trends in employee retention.

Graduated in Europe, University of Belgrade, B.A Business Management, Dario incorporates a broad view on wealth building practice in today’s interconnected financial world, and is an avid reader on financial history, investing, politics, and international affairs. Dario, with his wife Sladjana (MD at University of Chicago) and two lovely children Andrea (5) and Noah (3) live on the vibrant Lake Shore Drive in Chicago, loves to travel around the world, often cooks for family and friends, is very active in sports, and enjoys spending time by the lake and in nature.

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.

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Since 1980, John Kinsella has dedicated himself to providing clients an individually tailored approach to financial and investment strategies. John concentrates on your needs by helping you develop strategies to manage your personal and business finances.

John’s wealth management process involves establishing client goals & objectives, developing an appropriate financial strategy, implementing customized investment recommendations and periodic progress reviews.

John’s personalized strategies address:

-Creating, Growing, Protecting and Distributing Wealth:

-Prudently managing investments and cash flow

-Controlling liabilities

-Asset allocation and diversification management

-Tax exposure minimization

-Individual wealth preservation and insurance planning

John grew up in the Midwest, attending Indiana University and Harvard Business School. He lives in Hinsdale and enjoys spending time with his four children.

CRPC conferred by College for Financial Planning