Nora Dudash began her industry career in 1999 at State Farm Insurance & Financial Services. She joined Merrill Lynch in 2013, where she furthered her knowledge in the financial planning arena while working with a large group of advisors in downtown Chicago. Nora accompanied the founding members of IHT Wealth Management in 2014, where she assisted with advisor onboarding, client transition, and process implementation, while providing service and sales support to a successful team of advisors. Nora went on to open IHT’s Oakbrook location in 2015, where she is currently overseeing branch operations and is the Assistant Vice President.
Nora brings a broad range of insurance knowledge to the group; as well as marketing, sales, and team-management experience. She’s committed to surpassing client expectations; and strives to provide memorable, personalized service.
Steve began his career as a Financial Advisor in the 90’s. His experience allows him to adhere to a disciplined process that delivers a consistent, yet customized wealth management experience. Before any financial decisions are made, he takes the time to fully understand who his clients are and what matters most to them as individuals and business professionals.
With this intimate knowledge of what his clients value most, Steve is able to help establish objectives, develop an appropriate strategy, and recommend solutions. He conducts regular reviews to help monitor his clients’ progress toward reaching their goals, and keeps their strategies consistent with any changes that may take place in their life and/or business.
After building one of the largest teams for Merrill Lynch in Chicago, Steve left to establish IHT Wealth Management in June of 2014. At IHT, he acts as President and in a fiduciary manner on his clients’ behalf. He has his BA in Mathematics and is both a CERTIFIED FINANCIAL PLANNER™ professional, as well as a CHARTERED RETIREMENT PLANNING COUNSELOR SM. Steve is currently the youngest member of the Illinois Wesleyan Board of Trustees.
He has been seen on CNBC, Fox Business, Bloomberg, Reuters. He has also written for Forbes, Investment News, and Financial Advisor Magazine, and has been quoted in numerous publications, including the Wall Street Journal. You can find these appearances and articles under our website’s “Press†tab.
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.
CRPC conferred by College for Financial Planning
Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.
Timothy Feldheim believes that helping clients pursue their financial goals can be achieved by listening passionately to help them prioritize their needs and aspirations, and then implementing a comprehensive wealth management strategy comprised of financial planning and customized portfolio management.
As a financial advisor at IHT Wealth Management Tim serves a select group of individuals and families by providing valuable advice and counsel that brings them financial confidence. Whether the outcome is building wealth, deriving income during retirement or preserving or passing along a legacy. Tim is committed to helping clients navigate these challenges to make financial independence a reality.
With 42 years of industry experience, he has experienced both challenging and rewarding market cycles and offers clients a seasoned perspective that empowers them to pursue their goals. Prior to becoming a financial advisor in 2004, he spent 22 years on the floor of the Chicago Board of Trade operating a successful commodities brokerage firm.
When Tim is not working with clients, he spends time with his family, including his wife Katie and his six children. He also spends time coaching high school football at Loyola Academy and enjoys a wide variety of sports including, golf, biking, swimming and staying active through general fitness. Tim volunteers his time at Elyssa’s Mission, a foundation based on suicide prevention among young at-risk students, and has previously served on their board.
Brian entered the financial industry over 27 years ago with the love of investing and the possibility that what people work so hard for may be protected through comprehensive wealth management. Being a college level athlete and now coaching his two boys in their own athletic goals, Brian also embraced the idea of working as his client’s financial head coach. At IHT Wealth Management, Brian coordinates the services of all professionals (CPAs, estate attorneys and insurance planners) to design his clients’ financial strategies situations and all they want to accomplish to work towards managing the intended goals.
Brian strives to develop financial strategies for his clients that take on the least amount of risk and generate the greatest potential return. He pursues this by understanding what is important to his clients both personally and financially and believes communication is a vital component in the relationship he has with his clients. Delivering advice based on a long history in the market also helps to instill in his clients the confidence that they are making informed decisions. Markets fluctuate but Brian’s highly personalized client service experience helps him work together with his clients towards their intended goals.
Prior to joining IHT Wealth Management Brian spent several years with prestigious firms like GMO, Merrill Lynch and A.G. Edwards & Sons, Inc., building on clients’ investable assets.
Brian is involved with a wide range of town activities such as the youth soccer, hockey, and baseball clubs. Brian and his wife Michelle, a 2nd grade teacher in Braintree, have two sons, Colin, and Andrew.
Registrations
- Accredited Asset Management Specialist (AAMS)
- Series 7 held with LPL Financial and Series 66 held with LPL and IHT Wealth Management
- Life, Accident, & Health Insurance licenses
Securities offered through LPL Financial, Member FINRA/SIPC. Investment Advice offered through IHT Wealth Management, a registered investment advisor and separate entity from LPL Financial.
Marilyn Friedman has more than 30 years of experience in the financial services industry. Prior to joining IHT Wealth Management, she worked at Metlife/Mass Mutual, Oppenheimer, and Cook County Hospital exclusively selling Sec. 457 Deferred Compensation retirement programs to more than 6,000 employees. An accomplished public speaker, she has held over 100 seminars on various financial investment topics throughout her career.
As a Financial Advisor, Marilyn assisters her clients with stock, bond and mutual fund transactions. She also possesses Life and Health Licenses in the State of Illinois, which helps her clients with health and long-term care insurance. She also offers customized asset management services to help satisfy each client’s specific requirements and utilizes professional money managers to assist with planning clients’ needs.
Marilyn’s goal as a Financial Advisor is to help select and monitor suitable investments. She is committed to educating these clients about wealth preservation and protection as well as the careful strategy involved in preparing for and during their retirement. She is dedicated to efficient service and ongoing communications with her clients. She earned her Bachelor’s and Master’s degrees from Northwestern University in Evanston, IL and resides in Lincoln Park with her daughter.
Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.
