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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.
Paul is a born and raised Kansan. When not at the office crunching numbers, he enjoys time at home with his wife Ashley, his son, Ty (4) and daughter Lorelei (1). Beyond work and family time, he can be found serving his church, coaching his son’s tee-ball team, sitting around a fire-pit with trusted friends, crouched in a duck blind, or at just about any sporting event. Paul finds great fulfillment volunteering with God’s Army in Kansas City to revitalize the homes of people in need throughout the metro area.
After earning a Business degree from Kansas State University in 2006, Paul entered the Financial services industry and has been serving clients by providing financial planning advice and investment management. He attained the Chartered Retirement Planning Counselor℠(CRPC®) designation in 2007 and utilizes his financial acumen to ensure families are making sound financial decisions. Paul’s areas of expertise include comprehensive financial planning, asset accumulation, retirement distributions, tax strategies, estate planning, investment management, and insurance planning. As an LPL Registered Principal, Paul is a Managing Partner and Financial Advisor with nVision Wealth.
Derick grew up in Paola, Kansas and graduated from Pittsburg State University where he double majored in Finance and Economics. Derick earned the designation of CERTIFIED FINANCIAL PLANNER™ (CFP®) in 2013 along with the designation of Chartered Retirement Planning Counselorâ„ (CRPC®). He has been working closely with clients since 2004 to help them build a blueprint that will guide them toward their financial goals. He is passionate about forging a relationship with every client and transparently counseling them through the myriad of life’s financial changes.
When Derick is not at work, he enjoys spending time with his wife Christina and coaching his kids’ baseball, football, and basketball teams. During football and baseball seasons, Derick, Christina, and their children Cameron (16), Colten (8), and Brooklyn (5) can be found cheering on the Chiefs and the Royals. Derick also enjoys serving with Hope Builders as they repair, maintain, or adapt homes for low income, elderly, or disabled people in the Kansas City community.
Providing a New Perspective on Retirement Planning
David understands how important perspective is for people preparing to retire. A veteran financial planner and former planner for Dean Witter, David left the corporate world to focus his skills and make a bigger impact in the lives of others. By specializing in the needs of business owners and professionals, he is able to improve the level of services he provides and better serve his clients’ unique needs. Not content to be consigned to a limited range of products and services, David decided to serve his clients’ needs as an independent financial consultant with LPL Financial.
As an LPL independent financial consultant, David researches and offers objective, comprehensive financial guidance based on the unique goals and objectives of individuals and families. He works closely with area professionals to help them define their goals. By keeping them informed and involved, he provides a specialized level of service and accessibility.
“My focus with clients is to clearly explain the intricate process of effective retirement planning, so they can make educated choices.â€
Going Any Distance to Address Client Needs
David loves the outdoors and brings the same energy, focus and passion to his work with clients as he does to his favorite pastimes—running, paddle boarding, biking, scuba diving, fishing and kayaking.
Possessing an innate attention to detail, David provides each client with a complete and detailed financial picture. He’s dedicated to going above and beyond to analyze his clients’ financial situations and provide them with a new perspective on their financial future. He thoroughly explains their options and helps them create comprehensive strategies.
Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.
Melissa is Director of First Impressions at W Investments where she enthusiastically embraces her role by greeting everyone who walks through the door with kindness and a smile.
Melissa maintains a sense of order, organization and calm in managing the front office, from answering clients’ questions to ensuring all necessary paperwork is accurate for every account.
“I love being able to assist clients with all of their needs no matter how small,†Melissa says.†Call her today about becoming a client and see how she welcomes you to the W Investments family!
Born and raised in Kansas, Melissa received her associate’s degree at Butler County Community College and went on to attend Kansas State University. She married husband Rob in 2002. They have two daughters, Justi and Elle, and a dog named Mia. When she’s not engaged in making our clients feel at home, Melissa enjoys spending time with family and friends.
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