Cain Kobert, CFP® is President and Founder of Rocky Mountain Wealth Management, and has worked extensively in the financial services industry for over 20 years. He currently holds the Series 7, 24, 31, 63 and 65 FINRA registrations*.
Originally from Michigan, Cain received a degree in Finance with an emphasis in Economics from Michigan State University. After starting out on the commodity trading floors of the Chicago Mercantile Exchange, he furthered his career as a Financial Advisor with PaineWebber, Morgan Stanley, and Piper Jaffray. Cain is an accomplished CERTIFIED FINANCIAL PLANNER™ practitioner. In June of 2006, he started Rocky Mountain Wealth Management allowing himself to independently continue his dedication to helping clients identify and pursue their financial and life goals.
At Rocky Mountain Wealth Management, we are dedicated to positively impacting our clients’ lives by helping them grow and manage their wealth, so they can enjoy a life of fulfillment and meaning. Cain is dedicated to providing clients with personalized financial services and quality investment advice. Cain is also a licensed Instrument Rated Commercial Multi-Engine Pilot and integrates his passion of flying to meet with clients across the United States.
* Series 7, 24, 31 and 63 registrations held through LPL Financial and Series 65 registration held through IHT Wealth Management.
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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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.
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.
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
