Lindsey is responsible for reviewing and implementing the firm’s Compliance Program. These responsibilities include management of LPL Financial’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.
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.
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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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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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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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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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.
