Archives: Advisor Teams

Advisor Team

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.

Perry W. Nafziger is a Wealth Management Advisor and an LPL Registered Principal. Perry has been providing independent financial services for over 18 years and currently holds a Series 7, 24 through LPL Financial and Series 66 through IHT Wealth Management, Florida Insurance License and is a Florida licensed Realtor.

He is the prior host of the long running popular radio show “Building Relationships That Last!” on WGUL radio that discussed topics such as retirement plans, wealth accumulation and distribution, and tax advantage plans.

Perry has been a frequent guest speaker at the Florida Assisted Living Association, Florida Health Care Association, Community Hospitals and Nursing Homes and a member of Rotary International and serves as a volunteer in numerous community events.

My personal goal is to provide you with guidance that can help you understand and better define your financial goals. I work hard to create a mutually beneficial and respected long-term relationship with my clients and their families.

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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.

Don was raised in southwest Missouri and spent as much time as he could with friends at Table Rock Lake where he enjoyed water skiing, fishing, and boating. He moved to the Kansas City area in 1990 and has been an Olathe resident since 1995. Don and his wife Cindi currently live in Olathe with four of their six children: Jackson, Sydney, Dawson, and Roman. His oldest son, Drew has graduated from the University of Kansas and is currently working in the Kansas City area. His daughter Adrianna is currently in medical school at the University of Missouri Kansas City. Don enjoys the outdoors, sporting events, spending time with his family and their many activities, and serving his church and community. He passionately supports charities that provide services for our wounded service men and women and their families.

Don has been in the Financial Services Industry since 2002. He focuses on Comprehensive Financial Planning, Retirement Income Planning, Tax Strategies, Investment Management, Insurance and Estate Planning. He assists families and small business owners in prioritizing and pursuing their long-term goals through his proactive financial planning approach. Don prides himself on providing exceptional client service with a high level of education and client interaction.

Don earned a Bachelors degree in Business Administration from the University of Missouri Kansas City in 2002 with an emphasis in Finance and a minor in Economics.

Emil Mokhtarian, CFP®

Financial Advisor, Vice President

Emil Mokhtarian provides every client with comprehensive financial advice, education, and portfolio management delivered with a highly personalized level of service and professional integrity. Emil and his team specialize in the coordination of financial, tax, estate, and distribution planning for individuals, families, and small businesses.

With more than 20 years of experience providing financial and wealth management advice, he is dedicated to helping individuals work towards achieving their financial goals. He holds the CERTIFIED FINANCIAL PLANNER™ certification, which is one of the most recognizable and respected credentials in the financial services industry.

Emil graduated from the University of Illinois Champaign-Urbana with a degree in Economics in 1998, and currently resides with his family in Clarendon Hills, IL.

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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