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.
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Advisor Team
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.
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.
As a Wealth Advisor, Dom feels that the foundation of retirement planning is the recognition that everyone’s life situation is unique.
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Dom has over 30 years of experience in the healthcare and education retirement services industry. In his years of experience, he has developed an attention for detail, good listening skills and the ability to make decisions that are in the best interests of his clients. He is a registered investment advisor representative with IHT Wealth Management and also holds his Life, Health and Variable annuity insurance licenses.
Dom was raised on the Turtle Mountain Indian Reservation in North Dakota and moved to Chicago in 1987. After a 30-year financial career with MetLife, he decided to continue his success with LPL Financial- Unique Wealth Strategies team in 2017. Hobbies include competing in running events, computer games and spending time with his family.
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Debra started her financial career 9 years ago working in retirement planning at Chicago hospitals for MetLife Pensions.  Debra joined LPL Financial – Unique Wealth Strategies in November 2017. She holds her Series 7 registration  and Series 66  and also life, health, and LTC licenses.
Her practice specializes in developing plans for women, focusing on educational seminars designed to enhance their retirement experience. Seminars include: The 21st Century Woman, Investments 101, Investments 102, Understanding Social Security, Retirement Healthcare, and a 4-Part Retirement Series.
Debra was born and raised in North Dakota and has lived in the Chicago area since 1987. She enjoys reading, traveling and spending time with her family.
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Jill is new to the financial industry, but brings with her vast knowledge and experience in customer service, sales, marketing, and recruiting. She is a graduate of Upper Iowa University. Jill is currently a Client Relationship Manager for David Barkley.
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