Archives: Advisor Teams
Advisor Team
Justine carries a strong background in customer service and business development. As a client relationship manager, Justine is responsible for providing a seamless transition for new advisors and their clients to IHT. She is FINRA licensed with her Series 7 held with LPL Financial and Series 66 held with IHT Wealth Management. Justine is dedicated to building lasting relationships with the clients she services, while helping the advisors get them to their financial goals. She makes it a priority to put client’s needs and goals first. Justine graduated from the University of Illinois with a Bachelor’s degree of Science in Advertising. Prior to joining IHT Wealth Management, she worked at Yelp where she helped grow local businesses while providing the utmost customer service and attentiveness.
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Orlando Ochoa has worked in the financial services industry as an advisor since 2002. He is a detail-oriented financial advisor who provides individuals, families, and small businesses with guidance and education in all areas of wealth management. His investment philosophy begins with the central belief that his clients’ unique goals and objectives are the starting point for a road map to pursuing their life goals. He also recognizes that his ultimate responsibility to clients is to help them build a solid foundation on which to make their financial decisions with confidence.
Orlando’s key areas of proficiency are asset allocation and diversification management, portfolio reviews and recommendations, retirement services, IRA consolidations and rollovers, long-term care and insurance services, transfer of wealth, and college planning.
Orlando is committed to leveraging the strength and resources of IHT Wealth Management to build long-lasting client relationships based on trust, respect, superior service, and the creation of plans that protect his clients’ legacy for generations to come.
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As Marketing Associate, Julie utilizes her life experiences to connect with clients through social media and in person at the nVision Wealth office. After growing up in Des Moines, IA she pursued her career as a professional ballet dancer where she had the opportunity to tour many parts of the world. She retired as a ballet dancer to teach in her own studio and raise a family. She now serves in the church where her husband Brad is the pastor, and together they are raising five children: Jayden, Kaya, Campbell, Raina, and Palmer. In her spare time, Julie enjoys reading and spending time with family and friends.
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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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.
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.
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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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