Archives: Advisor Teams
Advisor Team
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
Yussef has been with IHT Wealth Management for more than five years working with investment analytics and operations. Prior to working with IHT, he worked with other investment groups doing research and analytics, and spent time working with charities overseas. At IHT, Yussef is responsible for investment implementation, analytics, and often represents the firm in the public eye through appearances on networks such as TD TV or Bloomberg. He takes pride in being detailed, efficient, and data oriented and enjoys working with advisors to inform decision making and find investment solutions for complex client situations. Yussef is committed to working with new and existing advisors to innovate and improve their investing practices and investing methodology to better serve their clients.
A graduate of the University of Michigan and a Midwest native, Yussef is a staunch supporter of Michigan Football and Basketball. In his spare time, he enjoys cycling, soccer, and rock climbing. He is also committed to improving his community through volunteer work and currently sits on the Auxiliary Board at Shedd Aquarium.
Brittney is an Insurance specialist who handles all of the administrative duties as well as sells life and LTC insurance for Milestone Financial Services. Keith and Brittney are a family duo, Keith being her father who is the President of Milestone Financial Services. Brittney interned for Keith during her college years. She graduated from the University of Central Florida in 2011 with a Bachelor of Arts Degree. She has worked with Keith for 8 years.
Brittney is married with three children, Briella, Brianna and Joey. Â She loves being a mom and to say her life is anything but boring is an understatement. She enjoys working out, spending time outdoors with her kids, Disney pass-holder, traveling fanatic and cruise lover.
Brittney holds her 215 License
Insurance Products offered through LPL Financial.
Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.
Michael Glavin joined IHT in 2016. Mike’s focus at IHT is on holistic wealth planning to help clients build personal financial security. He holds himself to a fiduciary standard and is focused on building relationships and investment strategies.
Mike’s core beliefs can be summarized as follows:
Financial planning is a process, not a product.
Good relationships require a dialogue, not a monologue.
Every account is different.
One-on-one consultation is key.
You’re involved!
Models and abstractions are not substitutes for real-world understanding and investing.
He has worked in the financial industry for over 20 years. Mike spent 17 years on Wall Street at William Blair & Co. trading stocks for global institutions. He made the transition to Financial Advisor in 2014 with Aliquot Capital as Director of Investments. Mike is also life, health and disability insurance licensed.
Mike received his B.A. from Illinois Wesleyan University in 1996. He lives in the western suburbs with his wife and 2 children. Mike is actively involved in his community through such organizations as Rotary and he coaches multiple youth sports teams.
Lance was born and raised in the Overland Park area. He graduated from the University of Kansas with a Bachelor’s Degree in Psychology. He has been serving clients in the financial industry for thirteen years and joined the nVision Wealth team in 2017.
Lance enjoys the relationships he has with clients. It is the relationship with a client which helps to define the path toward achieving his client’s goals.
Lance and his wife Lisa recently celebrated their 20th wedding anniversary. They keep busy watching their daughter Anna compete with her dance teams and her school show choir. Lance enjoys bird hunting with his Black Lab, Summit, spending vacation time in Colorado, and watching the Royals, Chiefs, and Jayhawks with family and friends.
Lance serves on the Board of Directors of the Juvenile Diabetes Research Foundation Kansas City Chapter and on the Board of Directors of the Kansas Chapter of the March of Dimes.
Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.
Born and raised in El Dorado, Jayme graduated from the University of Kansas with a degree in communications. After living in Kansas City and Wichita, she returned to El Dorado where she now resides with her husband, Matt, and son, Charlie, born in 2008.
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.
Bryan has served his clients in the financial services industry since 2008 he focuses on Retirement Income, Wealth Management, Maximizing Social Security, Tax Analysis, and Insurance. He works with clients to prioritize long-term objectives and seeks to maximize the efficiency of their investment portfolios.
Bryan grew up in western Kansas. While earning his Bachelor’s Degree in Business Management at Kansas State University, he had the privilege of managing the K- State baseball field.
In Bryan’s free time he enjoys spending time at the lake or simply outside working in the flower and vegetable gardens with his wife Carrie, and children Carlye (7), Tinley (5), and Kanon (2). He also coaches his daughters’ softball teams.
Check the background of investment professionals associated with this site on FINRA’s BrokerCheck
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