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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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.
Our clients are comprised of affluent families, individuals, and business owners who value the disciplined approach we bring to each relationship. We seek to help clients accomplish both their short and long term wealth management goals. For individuals with established wealth, we seek to provide strategies with capital preservation and generational wealth transfer in mind. For those with emerging wealth, we strive to help manage risk while pursuing wealth creation strategies. We are dedicated to providing clients with the finest customized recommendations to their investment strategy and financial needs. At the heart of our philosophy is a passion to build enduring client relationships and an unwavering commitment to provide investment guidance that is designed to help set and address financial goals. Partnered with Client Associates, we strive to provide clients with outstanding service and quick responses to daily requests. We contact our clients on a regular basis through phone, electronic communications, and invitations to personalized events. We work closely with our client’s other trusted advisors, including attorneys and accountants, to address their tax, trust, philanthropic and estate issues.
Utilizing a defined wealth management process and taking the time to listen carefully to what is important to you is an essential component of every relationship that we have. In addition, we make educating our clients our number one priority so that they can make informed decisions about their finances. A goal of our practice is to balance clients’ need for growth with their need for income, while keeping a careful eye on risk. We frame our understanding of your lifelong financial objectives with the realities of the current market environment. In keeping with our strict discipline, we do not fight the market’s direction. Rather, we pursue conservative strategies that aim to limit downside risk. We are dedicated to our client’s welfare and seek long term relationships that extend beyond individual transactions, span market cycles and even generations. By serving our clients well, we also succeed.
Jeffrey Kocis CFP® is a Financial Advisor and Vice President of Investments with over 20 years of experience in the field of professional financial services. He has a Bachelor’s Degree in Business Management from Eastern Illinois University. Jeff began his career at the Chicago Mercantile Exchange and eventually became a member of the exchange. While working at the Chicago Mercantile Exchange Jeff traded in the derivatives marketplace in a wide range of futures and option products including Commodities, Equity Index, FX, and Interest Rate based financial instruments. Jeff holds the CERTIFIED FINANCIAL PLANNER TM certification awarded by the Certified Financial Planner Board of Standards, Inc. Jeff resides in the western suburbs of Chicago with his wife and daughter.
Certified Financial Planner Board of Standards, Inc. owns the certification marks CERTIFIED FINANCIAL PLANNERTM and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
As a Client Relationship Manager, Mike partners with IHT advisors to grow their business and deliver excellent client service. He is responsible for client onboarding, cash management, trading, account maintenance, and investment management support. Mike takes pride in building long-lasting relationships and offering individualized financial solutions for clients, based on his in-depth knowledge of their financial situations and goals.
Mike has been working in the asset and wealth management space for four plus years. He started his career at JPMorgan in the Trusts and Estates Wealth Management group. Mike then moved to the JP Morgan Private Bank as an Investment Professional, where he supported four high net worth client advisors, working with some of the most sophisticated accounts in the Midwest. In the Private Bank, he gained experience working with both retail and institutional clients, while focusing on both maintaining and growing client relationships. Mike eventually joined IHT Wealth Management in August 2019 as a Client Relationship Manager.
Mike graduated from Purdue University with a major in Business Management and concentration in Finance. At Purdue, he earned Academic All-Big Ten Honors as a member of the baseball team. Mike grew up in the northwest suburbs of Illinois and currently resides in Chicago. Mike is current working on his CFA designation.
