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.
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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Born and raised in El Dorado, Jayme graduated from the University of Kansas with a degree in communications. After living in Kansas City and Wichita, she returned to El Dorado where she now resides with her husband, Matt, and son, Charlie, born in 2008.
Lance was born and raised in the Overland Park area. He graduated from the University of Kansas with a Bachelor’s Degree in Psychology. He has been serving clients in the financial industry for thirteen years and joined the nVision Wealth team in 2017.
Lance enjoys the relationships he has with clients. It is the relationship with a client which helps to define the path toward achieving his client’s goals.
Lance and his wife Lisa recently celebrated their 20th wedding anniversary. They keep busy watching their daughter Anna compete with her dance teams and her school show choir. Lance enjoys bird hunting with his Black Lab, Summit, spending vacation time in Colorado, and watching the Royals, Chiefs, and Jayhawks with family and friends.
Lance serves on the Board of Directors of the Juvenile Diabetes Research Foundation Kansas City Chapter and on the Board of Directors of the Kansas Chapter of the March of Dimes.
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Before joining IHT, Meghan started her finance career in International sales with William Blair & Co. in 1996. Working with several International offices and clients, she honed her craft in client relationships, planning firm-wide conferences, executing trades and overseeing trade reporting. She moved into the Private Investment department in 2000 as an administrative assistant to 3 top advisors.
In 2003, Meghan married and moved to Batavia, IL to raise her two children with her husband Mike.
Feeling the need to get back into the workplace, Meghan joined a small local firm before being welcomed to IHT in 2016. Meghan is our Operations liaison responsible for overseeing Advisors and Administrative staff to assure their ongoing success. She is our resident problem-solver while training new hires, providing marketing initiatives while seamlessly creating the “family atmosphere†IHT prides itself on.
Michael Glavin joined IHT in 2016. Mike’s focus at IHT is on holistic wealth planning to help clients build personal financial security. He holds himself to a fiduciary standard and is focused on building relationships and investment strategies.
Mike’s core beliefs can be summarized as follows:
Financial planning is a process, not a product.
Good relationships require a dialogue, not a monologue.
Every account is different.
One-on-one consultation is key.
You’re involved!
Models and abstractions are not substitutes for real-world understanding and investing.
He has worked in the financial industry for over 20 years. Mike spent 17 years on Wall Street at William Blair & Co. trading stocks for global institutions. He made the transition to Financial Advisor in 2014 with Aliquot Capital as Director of Investments. Mike is also life, health and disability insurance licensed.
Mike received his B.A. from Illinois Wesleyan University in 1996. He lives in the western suburbs with his wife and 2 children. Mike is actively involved in his community through such organizations as Rotary and he coaches multiple youth sports teams.
Brittney is an Insurance specialist who handles all of the administrative duties as well as sells life and LTC insurance for Milestone Financial Services. Keith and Brittney are a family duo, Keith being her father who is the President of Milestone Financial Services. Brittney interned for Keith during her college years. She graduated from the University of Central Florida in 2011 with a Bachelor of Arts Degree. She has worked with Keith for 8 years.
Brittney is married with three children, Briella, Brianna and Joey. Â She loves being a mom and to say her life is anything but boring is an understatement. She enjoys working out, spending time outdoors with her kids, Disney pass-holder, traveling fanatic and cruise lover.
Brittney holds her 215 License
Insurance Products offered through LPL Financial.
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