Archives: Advisor Teams
Advisor Team
PROFESSIONAL LICENSES:
• Series 7 registration held with LPL Financial
• Series 66 registration held with LPL Financial and IHT Wealth Management
• Florida Life, Health and Variable Annuity insurance licenses
• Over 20 years of industry experience
EDUCATION:
• Bachelor’s Degree in Finance, Florida State University, Tallahassee, FL
• Bachelor’s Degree in Multinational Business, Florida State University, Tallahassee, FL
AREAS OF FOCUS
• Retirement Planning
• Florida Retirement System (FRS) and benefits
• DROP and Investment Plan estimates and analysis
• Comprehensive financial planning and budgeting
• 401k Plan distribution options
• Portfolio review and risk analysis
• IRAs, ROTH IRS’s, 403(b)’s and 457(b)’s
• Education planning, 529 Plans, UTMA’s
• Estate planning review and recommendations
ONGOING ACTIVE MONEY MANAGEMENT
• Mutual Funds
• Stocks, bonds and ETF’s
• Investment Advisory services offered through IHT Wealth Management
INVESTMENT AND INSURANCE SERVICES
• Mutual funds, stocks and bonds
• Annuities – fixed and variable
• Life insurance and long-term care insurance
• IRAs, ROTH IRA’s, 401k’s, 403(b)’s and 457(b)’s
• Medicare supplement plans and Advantage Plans
Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.
Since 1980, John Kinsella has dedicated himself to providing clients an individually tailored approach to financial and investment strategies. John concentrates on your needs by helping you develop strategies to manage your personal and business finances.
John’s wealth management process involves establishing client goals & objectives, developing an appropriate financial strategy, implementing customized investment recommendations and periodic progress reviews.
John’s personalized strategies address:
-Creating, Growing, Protecting and Distributing Wealth:
-Prudently managing investments and cash flow
-Controlling liabilities
-Asset allocation and diversification management
-Tax exposure minimization
-Individual wealth preservation and insurance planning
John grew up in the Midwest, attending Indiana University and Harvard Business School. He lives in Hinsdale and enjoys spending time with his four children.
CRPC conferred by College for Financial Planning
Brian has a unique and disciplined approach. As your financial advisor I’ll be an ally who puts your interest first, when things go right – and not so right. When it comes to what’s truly important in your life you deserve advice you can trust from an advisor who knows and understands you.  That’s why I ask questions you may not have been asked before, explore areas other advisors or asset managers may have overlooked. All to help your effort pay off today and tomorrow. With the right financial advisor life can be brilliant.  Brian was voted Best Financial Advisor by the Tampa Bay Business Journal in 2017*.
Brian has been married to his beautiful wife Kristen for 19 years. They have 2 children, a teenage daughter Carolina and her younger brother Aristotle and to complete the family three adorable dogs named Coco and Stella who are brother and sister Maltese and Milo a Goldendoodle.
On the weekends Brian enjoy fishing and golfing with friends, going to the theatre and live music concerts with his wife. During the week you can find Brian coaching youth sports.
Brian is very involved in the community. His favorite charities are Metropolitan Ministries, Paint Your Heart Out, Tampa Bay and Feeding America.
Brian’s areas of focus:
*Retirement income strategies
*Estate Planning
*Intergenerational Planning
Education:
Brian graduate of Jesuit
B.S., 1998, Economics
Florida State University, Tallahassee, Florida
For over a decade, Dario has provided holistic advice to individuals, families and businesses looking to overcome the challenges they face today while planning for tomorrow, understanding their needs and developing a comprehensive, customized strategy to pursue true wealth. He serves as a wealth management resource to business owners, MD’s, and executives, assisting them in making proactive, personal financial decisions while providing strategies aimed to build and preserve their assets.
Dario is a CERTIFIED FINANCIAL PLANNER™ and a go to person for employer sponsored 401k, 403b and 457 plans helping companies, non for profit, healthcare organizations, and government plan administrators understand new Fiduciary rules, provide ongoing financial education seminars to employees at work-sites, and with employees in transition to retirement. Also he is a great resource on Voluntary and Executive benefits shaping new trends in employee retention.
Graduated in Europe, University of Belgrade, B.A Business Management, Dario incorporates a broad view on wealth building practice in today’s interconnected financial world, and is an avid reader on financial history, investing, politics, and international affairs. Dario, with his wife Sladjana (MD at University of Chicago) and two lovely children Andrea (5) and Noah (3) live on the vibrant Lake Shore Drive in Chicago, loves to travel around the world, often cooks for family and friends, is very active in sports, and enjoys spending time by the lake and in nature.
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.
Check the background of investment professionals associated with this site on FINRA’s BrokerCheck
Ed has worked in financial services since earning his B.S.B.A. from Valparaiso University in 2004. As a designated Chartered Retirement Planning Counselor CRPC®, Ed’s main focus is helping individuals and families with all phases of retirement planning (wealth accumulation, income distribution, and estate planning.)
Ed follows a disciplined investment process for each of his clients. Your initial consultation begins with the most important step: listening to what’s most important to YOU and helping identify your investment goals and objectives. Next, he will develop a customized strategy based on your risk tolerance, time horizon, and liquidity needs. Once your strategy has been implemented, he will regularly review your progress to ensure your strategy remains on track. Ed’s passion is helping his clients turn their financial dreams into reality.
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