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.
As a young child, Jamie spent time in California, Colorado, and Kansas. Jamie’s family finally settled in Ottawa, Kansas where she grew up and graduated from Ottawa High School. Jamie has an extensive background in operations resulting from her 6 years at Sprint/North Supply, 3 years at CommunityAmerica Credit Union and with LPL Financial since 2007. Jamie joined nVision Wealth in 2012 when she was hired as the firm’s first employee.
Jamie enjoys reading, photography, spending time outdoors, and anything to do with crafts. If a craft exists, Jamie has probably tried it. She loves technology and leverages her technical acumen and work experience to support the advisors at nVision Wealth.
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
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
