Orlando Ochoa has worked in the financial services industry as an advisor since 2002. He is a detail-oriented financial advisor who provides individuals, families, and small businesses with guidance and education in all areas of wealth management. His 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 recognizes that his ultimate responsibility to clients is to help them build a solid foundation on which to make their financial decisions with confidence.
Orlando’s key areas of proficiency are asset allocation and diversification management, portfolio reviews and recommendations, retirement services, IRA consolidations and rollovers, long-term care and insurance services, transfer of wealth, and college planning.
Orlando is committed to leveraging the strength and resources of IHT Wealth Management to build long-lasting client relationships based on trust, respect, superior service, and the creation of plans that protect his clients’ legacy for generations to come.
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As Marketing Associate, Julie utilizes her life experiences to connect with clients through social media and in person at the nVision Wealth office. After growing up in Des Moines, IA she pursued her career as a professional ballet dancer where she had the opportunity to tour many parts of the world. She retired as a ballet dancer to teach in her own studio and raise a family. She now serves in the church where her husband Brad is the pastor, and together they are raising five children: Jayden, Kaya, Campbell, Raina, and Palmer. In her spare time, Julie enjoys reading and spending time with family and friends.
Mike is a Managing Partner and Financial Advisor with nVision Wealth. He provides a personalized, hands-on approach designed to offer his clients services which are above and beyond the traditional scope of a Financial Advisor. His experiences as an executive outside of the financial services industry, and as a business owner himself, give him insight into the concerns corporate CEOs, business owners and high-net-worth investors deal with every day. By focusing his attention on the details of his defined client base, Mike can proactively work for his clients.
After growing up in Andover, Kansas, Mike graduated from Kansas State University with a degree in Accounting. As an avid K-State fan, Mike serves on the K-State Catbackers Fundraising Committee. He is also involved in fundraising activities for the Cystic Fibrosis Foundation. In his free time, Mike enjoys golfing, hunting, fishing, or just about any outdoor activity.
Daniel has been working in the financial services industry since 1998 and became a CERTIFIED FINANCIAL PLANNER™ professional in 2004. He focuses on financial planning and wealth management for individuals and families.
Daniel is committed to an independent and objective approach to helping his clients. He believes the best way to do this is through a holistic financial planning process that considers every aspect of a client’s financial life. The first step in this process is to fully understand his client’s specific financial goals and objectives. Once those are determined he works with them to develop an appropriate strategy that includes asset allocation, risk management, income planning, budgeting and insurance analysis. After the strategy is implemented Daniel will conduct regular reviews for his clients to help ensure that the plan is monitored and kept on target with their goals.
Daniel and his wife Cheryl live in Fishhawk with their son and daughter. He enjoys spending quality time with his family and the occasional golfing or fishing outing.
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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Jessica Pomales came to Equity Wealth Management having over 20 years’ experience in the Professional Healthcare Industry. She started assisting with Customer Relations assisting people on a personal level with daily calls and requests on the service side. When asked to help out on the operations side, it was discovered that with her experience and expertise in this field, she belonged in operations and was quickly promoted to be our Operations Manager. She has dedicated herself to her three children and has excelled in the professional world from employee to business owner and we are happy to have her character and values as part of our team.
My Background
I began my career as a Financial Advisor in 2007 with Edward Jones, followed by Waterfront Wealth in 2016. I earned the CharteredFinancial Consultant® designation in 2008. Prior to my time atEdward Jones, I worked as a Senior Marketing Advisor in the telecommunications industry, and also held numerous leadership roles with All Nations, a nonprofit Christian mission organization. I joined nVision Wealth in March of 2019.
My Approach & Philosophy
I am passionate about working with families and small business owners to financially navigate the many seasons of life. Whether it’s planning for retirement, college savings for children and grandchildren, or protecting the financial future of loved ones through legacy planning, I guide my clients through a process that helps them manage both their assets and their risks.
My Personal Life
A native Kansan, my wife Lupita and I have been married since 1984and have been residents of Olathe since 2000. We have three grown children – Kathleen, Joseph, and Michael. We are also investing in the next generation of leaders as active members of our church. When not busy serving my clients and community, I enjoy hiking, reading, international travel, and am a self-confessed gadget geek.
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.
