Archives: Advisor Teams

Advisor Team

Ryan Wittig provides the highly individualized client service; and focuses on offering financial solutions that address risk tolerance, time horizon, liquidity needs, and overall investment goals for individuals and their families. He is committed to developing a clear, actionable plan for ensuring that all assets are working toward helping clients achieve what matters most.

Ryan advises clients on wealth accumulation and preservation through the creation of individually customized wealth management strategies. This process includes portfolio analysis, retirement planning, tax-efficiency and hedging strategies, and asset protection—with a specific emphasis on helping to pursue a lifetime income stream during retirement.

Ryan began his career in 1999 at Prudential Financial. He joined Merrill Lynch Wealth Management in 2002, before joining IHT Wealth Management as senior vice president.

Ryan is a CERTIFIED FINANCIAL PLANNER™, which is a designation awarded by the Certified Financial Planning Board of Standards, Inc. He graduated from Illinois Wesleyan University with a degree in finance in 1999, and currently resides in Chicago.

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.

Catarina began her career in finance in 2014, when she joined a large team at Merrill Lynch as a Registered Client Associate. She joined IHT Wealth Management in October of 2016 as an Onboarding Consultant, helping advisors move their practice to IHT. She is now the Chief Development Officer at IHT, still onboarding new Advisors and their teams, and also helping to run the day to day operations at IHT.

Having completed over 130 Advisor transitions, she understands that every book of business is different and that it is important to build custom and streamlined transition plans for each advisor. Catarina’s primary goal is to be there for the Advisor through the entire process, always ensuring they know what to expect next and making sure they never feel like they are in over their head. She also works to ensure that existing advisors at IHT have the tools they need to run their businesses successfully, and also to accommodate their needs as they grow their businesses.

Alex Papadopoulos has been providing financial and wealth management advice to his clients since 1999. He provides individuals, families, and small businesses with guidance and education in all areas of wealth management, including retirement planning, portfolio construction, risk management, and wealth-transfer needs. He earned the designation of Chartered Retirement Plans Specialist™ from the College of Financial Planning and is one of the senior wealth advisors at IHT Wealth Management.

Alex’s investment philosophy begins with the central belief that his clients’ unique goals and objectives are the starting point for a road map to pursuing their life goals. He also specializes in creating socially responsible investment portfolios.  Most recently he received the new designation of CSRIC® or Chartered SRI Counselor. The CSRIC professional designation is a groundbreaking certification in the fast-growing field of sustainable, responsible and impact investing (SRI).Â

What is the benefit of working with an advisor that has the CSRIC designation?  A CSRIC™Â designee can design the optimal financial portfolio for clients while focusing specifically on environmental, social, and governance (ESG) factors and SRI principles.

 In alignment with client preferences, varying levels of social screening can be added to portfolios so that investments are made in accordance with both financial goals and personal values.

CRPS conferred by College for Financial Planning

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.

Ryan Wittig provides the highly individualized client service; and focuses on offering financial solutions that address risk tolerance, time horizon, liquidity needs, and overall investment goals for individuals and their families. He is committed to developing a clear, actionable plan for ensuring that all assets are working toward helping clients achieve what matters most.

Ryan advises clients on wealth accumulation and preservation through the creation of individually customized wealth management strategies. This process includes portfolio analysis, retirement planning, tax-efficiency and hedging strategies, and asset protection—with a specific emphasis on helping to pursue a lifetime income stream during retirement.

Ryan began his career in 1999 at Prudential Financial. He joined Merrill Lynch Wealth Management in 2002, before joining IHT Wealth Management as senior vice president.

Ryan is a CERTIFIED FINANCIAL PLANNER™, which is a designation awarded by the Certified Financial Planning Board of Standards, Inc. He graduated from Illinois Wesleyan University with a degree in finance in 1999, and currently resides in Chicago.

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.

Ryan Wittig provides the highly individualized client service; and focuses on offering financial solutions that address risk tolerance, time horizon, liquidity needs, and overall investment goals for individuals and their families. He is committed to developing a clear, actionable plan for ensuring that all assets are working toward helping clients achieve what matters most.

Ryan advises clients on wealth accumulation and preservation through the creation of individually customized wealth management strategies. This process includes portfolio analysis, retirement planning, tax-efficiency and hedging strategies, and asset protection—with a specific emphasis on helping to pursue a lifetime income stream during retirement.

Ryan began his career in 1999 at Prudential Financial. He joined Merrill Lynch Wealth Management in 2002, before joining IHT Wealth Management as senior vice president.

Ryan is a CERTIFIED FINANCIAL PLANNER™, which is a designation awarded by the Certified Financial Planning Board of Standards, Inc. He graduated from Illinois Wesleyan University with a degree in finance in 1999, and currently resides in Chicago.

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.

Alex Papadopoulos has been providing financial and wealth management advice to his clients since 1999. He provides individuals, families, and small businesses with guidance and education in all areas of wealth management, including retirement planning, portfolio construction, risk management, and wealth-transfer needs. He earned the designation of Chartered Retirement Plans Specialist™ from the College of Financial Planning and is one of the senior wealth advisors at IHT Wealth Management.

Alex’s investment philosophy begins with the central belief that his clients’ unique goals and objectives are the starting point for a road map to pursuing their life goals. He also specializes in creating socially responsible investment portfolios.  Most recently he received the new designation of CSRIC® or Chartered SRI Counselor. The CSRIC professional designation is a groundbreaking certification in the fast-growing field of sustainable, responsible and impact investing (SRI).Â

What is the benefit of working with an advisor that has the CSRIC designation?  A CSRIC™Â designee can design the optimal financial portfolio for clients while focusing specifically on environmental, social, and governance (ESG) factors and SRI principles.

 In alignment with client preferences, varying levels of social screening can be added to portfolios so that investments are made in accordance with both financial goals and personal values.

CRPS conferred by College for Financial Planning

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.

Chris Davidson serves as Senior Vice President for IHT Wealth Management, overseeing management of client assets while engaging professionals and business owners in growing and protecting wealth. Chris’ experience allows him to adhere to a disciplined process that delivers a highly customized wealth management experience.

In March of 2017, Chris joined LPL Financial, the nation’s largest Independent Broker/Dealer (as reported by Financial Planning Magazine, June 1996-2018 based on total revenue) to bring even more resources and capabilities to his clients. At LPL, Chris acts as a fiduciary on his clients’ behalf, and serves as both a CERTIFIED FINANICAL PLANNER™ Practitioner and a Chartered Retirement Planning Counselor® for his clients.

Chris takes time to gain knowledge of what each of his clients value most, Chris is able to help establish clear objectives, develop appropriate strategies, recommend solutions, and coordinate with his clients’ other professional advisors to bring a truly comprehensive approach to financial planning. Chris conducts regular reviews to monitor clients’ progress toward their goals and ensure consistency with any changes that may take place in their lives or their business.

Chris earned his Bachelors of Science in Finance from the University of South Florida in 2007. Chris then began his career at Ameriprise Financial, one of the nation’s leading financial planning firms. During his time at Ameriprise, Chris helped hundreds of individuals, families, and entrepreneurs achieve their goals in addition to earning many of Ameriprise’s top accolades. Chris also spent several years in leadership and was recognized as one of the top 10 branch managers in May 2016 by On Wall St. Magazine.

Chris is an avid golfer, having won and placed top 3 in several Florida State Golf Association one-day tournaments throughout Florida. Chris lives in Tampa, FL with his wife Sasha and two sons, Bryce and Dax.

QUALIFICATIONS/LICENSE INFORMATION:

  • CFP™ CERTIFIED FINANCIAL PLANNER PRACTITIONER
  • CRPC™ Chartered Retirement Planning Counselor
  • Finra Series 7 General Securities License
  • Finra Series 66 Investment Advisor Representative
  • Finra Series 24 General Securities Principal
  • FL 2-15 Life, Health, & Variable annuity Insurance License

CRPC conferred by the College for Financial Planning.

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.

Andrew learned the value of hometown service growing up in El Dorado and embodies that understanding through the service he provides clients. After realizing the confidence that can be achieved through proper planning, he decided that a career in the financial planning industry would be the best way he could give back to those around him. Andrew made this realization at the age of seventeen and subsequently spent the next summer as an intern for our firm. His resilience, devotion, and fine attention to detail has made him an excellent fit on our team. Andrew earned his Bachelor of Business Administration in Finance from Wichita State University and continues to expand the quality of our practice through education and experience.

While most of Andrew’s time is devoted to work, he does his best to spend his time outside of the office in meaningful and enjoyable ways. Andrew is a volunteer board member for Tri-County CASA Inc., a nonprofit devoted to advocating for abused and neglected children within the judicial system. When Andrew is finished working and volunteering, he enjoys spending time outdoors. Whether it be hiking, camping, fishing, or simply sitting in a backyard, Andrew enjoys the fresh air and beauty provided by the outdoors.

Ryan joined the IHT team as a Financial Planning Assistant focused on strengthening the client experience. He graduated from the University of South Florida with his Bachelor’s of Science in Personal Financial Planning in December of 2019.

He currently holds his Securities Industries Essentials and the Florida 2-15 Life, Health, and Variable Annuity Agent License. He is now looking to obtain his Series 7 General Securities Representative and Series 66 Uniform Combined State Law examinations to pursue his goal of becoming a Financial Advisor. While in college, Ryan also completed all the necessary coursework to sit for the Certified Financial Planner Examination, which he hopes to obtain in the near future.

Ryan was born and raised in Fort Lauderdale, FL before moving to Tampa, FL in 2006.

When Ryan is not in the office or studying, he enjoys fishing the flats, spending time with family, and playing football with friends.

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.