Advisor Teams Archive - IHT Wealth Management

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 Elyssaâ€™s Mission, a foundation based on suicide prevention among young at-risk students, and has previously served on their board.

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. Catarinaâ€™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.

Lindsey is responsible for reviewing and implementing the firmâ€™s Compliance Program. These responsibilities include management of LPL Financialâ€™s compliance requirements and RIA compliance oversight.

Lindsey received her degree in Sociology/Criminology from the University of Colorado at Boulder. She has been in the financial field for over fifteen years, previously working at Piper Jaffray, Rocky Mountain Wealth Management, Western Wealth Management and Independent Financial Partners.

In her spare time, she enjoys spending time with her husband and children, hiking, cooking and enjoying the Colorado outdoors.

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 protectionâ€”with a specific emphasis on helping to pursue a lifetime income stream during retirement.