Chad has been a financial advisor since 2008. Chad chose to be a financial advisor because of the importance a well-designed plan has on a client’s retirement goals and eventual success. Seeing the turbulent markets of 2008 and 2009 only strengthened his opinion on the importance of a well-designed financial plan and risk managed investment portfolio. He works with his clients, first by understanding their needs, goals and what is truly most important to them in their financial future. His goal is to have every investor confident with their financial plan and have a portfolio built to weather the uncertainties of the market.
Chad is a CERTIFIED FINANCIAL PLANNER ™. His areas of expertise are: financial planning, retirement planning, tax efficient investing and wealth management. Chad’s passion is building long lasting relationships with his clients and helping them achieve their personal investment goals.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and 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.
Chad has been a financial advisor since 2008. Chad chose to be a financial advisor because of the importance a well-designed plan has on a client’s retirement goals and eventual success. Seeing the turbulent markets of 2008 and 2009 only strengthened his opinion on the importance of a well-designed financial plan and risk managed investment portfolio. He works with his clients, first by understanding their needs, goals and what is truly most important to them in their financial future. His goal is to have every investor confident with their financial plan and have a portfolio built to weather the uncertainties of the market.
Chad is a CERTIFIED FINANCIAL PLANNER ™. His areas of expertise are: financial planning, retirement planning, tax efficient investing and wealth management. Chad’s passion is building long lasting relationships with his clients and helping them achieve their personal investment goals.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and 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.
Jarrod Rutledge is a founding partner of Provident Wealth Management Group as well as a CERTIFIED FINANCIAL PLANNER™ Certificant. Jarrod started his career at a major financial services company in 2004, where he worked as a financial advisor and advisor coach. However, he had a vision of a financial planning practice that was independent, but he did not want to lose out on the “big company†feel and support of a major financial institution like he had grown accustomed to.
So, in 2010, he decided to co-found Provident Wealth Management Group and open an independent financial planning firm utilizing LPL Financial and now IHT Wealth Management. Because LPL Financial does not offer any investment products of its own, Jarrod was able to fulfill his desire to keep the big company feel and support of a major financial services company without having to jeopardize the independent and objective nature of his advice and recommendations.
Now, with 15 years of experience helping individuals and small business owners plan for their financial goals, Jarrod feels confident in his ability to be able to provide top notch financial advice while still being backed by the largest independent broker dealer in the US*. He thoroughly enjoys the meaningful relationships that he has developed with his clients over the years and educating them on their important financial decisions.
Jarrod received a Bachelor of Science in Business Economics from the University of South Florida. After many years of working towards attaining the designation of CERTIFIED FINANCIAL PLANNER™, Jarrod is proud to have achieved one of the most well-respected designations in his field.
Jarrod and his wife Sarah are the proud parents of son Peyton and 2 daughters Kailey and Rebekah. When he is not working, Jarrod enjoys playing golf and coaching his son’s baseball team.
*As reported by Financial Planning magazine, June 1996-2018, based on total revenue.
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.
eyJarrod Rutledge is a founding partner of Provident Wealth Management Group as well as a CERTIFIED FINANCIAL PLANNER™ Certificant. Jarrod started his career at a major financial services company in 2004, where he worked as a financial advisor and advisor coach. However, he had a vision of a financial planning practice that was independent, but he did not want to lose out on the “big company†feel and support of a major financial institution like he had grown accustomed to.
So, in 2010, he decided to co-found Provident Wealth Management Group and open an independent financial planning firm utilizing LPL Financial and now IHT Wealth Management. Because LPL Financial does not offer any investment products of its own, Jarrod was able to fulfill his desire to keep the big company feel and support of a major financial services company without having to jeopardize the independent and objective nature of his advice and recommendations.
Now, with 15 years of experience helping individuals and small business owners plan for their financial goals, Jarrod feels confident in his ability to be able to provide top notch financial advice while still being backed by the largest independent broker dealer in the US*. He thoroughly enjoys the meaningful relationships that he has developed with his clients over the years and educating them on their important financial decisions.
Jarrod received a Bachelor of Science in Business Economics from the University of South Florida. After many years of working towards attaining the designation of CERTIFIED FINANCIAL PLANNER™, Jarrod is proud to have achieved one of the most well-respected designations in his field.
Jarrod and his wife Sarah are the proud parents of son Peyton and 2 daughters Kailey and Rebekah. When he is not working, Jarrod enjoys playing golf and coaching his son’s baseball team.
*As reported by Financial Planning magazine, June 1996-2018, based on total revenue.
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.
Jarrod Rutledge is a founding partner of Provident Wealth Management Group as well as a CERTIFIED FINANCIAL PLANNER™ Certificant. Jarrod started his career at a major financial services company in 2004, where he worked as a financial advisor and advisor coach. However, he had a vision of a financial planning practice that was independent, but he did not want to lose out on the “big company†feel and support of a major financial institution like he had grown accustomed to.
So, in 2010, he decided to co-found Provident Wealth Management Group and open an independent financial planning firm utilizing LPL Financial and now IHT Wealth Management. Because LPL Financial does not offer any investment products of its own, Jarrod was able to fulfill his desire to keep the big company feel and support of a major financial services company without having to jeopardize the independent and objective nature of his advice and recommendations.
Now, with 15 years of experience helping individuals and small business owners plan for their financial goals, Jarrod feels confident in his ability to be able to provide top notch financial advice while still being backed by the largest independent broker dealer in the US*. He thoroughly enjoys the meaningful relationships that he has developed with his clients over the years and educating them on their important financial decisions.
Jarrod received a Bachelor of Science in Business Economics from the University of South Florida. After many years of working towards attaining the designation of CERTIFIED FINANCIAL PLANNER™, Jarrod is proud to have achieved one of the most well-respected designations in his field.
Jarrod and his wife Sarah are the proud parents of son Peyton and 2 daughters Kailey and Rebekah. When he is not working, Jarrod enjoys playing golf and coaching his son’s baseball team.
*As reported by Financial Planning magazine, June 1996-2018, based on total revenue.
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.
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.
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.
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.
