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Advisor Team
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.
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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
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