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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
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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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.
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.
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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.
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.
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