Archives: Advisor Teams
Advisor Team
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.
Marilyn Friedman has more than 30 years of experience in the financial services industry. Prior to joining IHT Wealth Management, she worked at Metlife/Mass Mutual, Oppenheimer, and Cook County Hospital exclusively selling Sec. 457 Deferred Compensation retirement programs to more than 6,000 employees. An accomplished public speaker, she has held over 100 seminars on various financial investment topics throughout her career.
As a Financial Advisor, Marilyn assisters her clients with stock, bond and mutual fund transactions. She also possesses Life and Health Licenses in the State of Illinois, which helps her clients with health and long-term care insurance. She also offers customized asset management services to help satisfy each client’s specific requirements and utilizes professional money managers to assist with planning clients’ needs.
Marilyn’s goal as a Financial Advisor is to help select and monitor suitable investments. She is committed to educating these clients about wealth preservation and protection as well as the careful strategy involved in preparing for and during their retirement. She is dedicated to efficient service and ongoing communications with her clients. She earned her Bachelor’s and Master’s degrees from Northwestern University in Evanston, IL and resides in Lincoln Park with her daughter.
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Brian entered the financial industry over 27 years ago with the love of investing and the possibility that what people work so hard for may be protected through comprehensive wealth management. Being a college level athlete and now coaching his two boys in their own athletic goals, Brian also embraced the idea of working as his client’s financial head coach. At IHT Wealth Management, Brian coordinates the services of all professionals (CPAs, estate attorneys and insurance planners) to design his clients’ financial strategies situations and all they want to accomplish to work towards managing the intended goals.
Brian strives to develop financial strategies for his clients that take on the least amount of risk and generate the greatest potential return. He pursues this by understanding what is important to his clients both personally and financially and believes communication is a vital component in the relationship he has with his clients. Delivering advice based on a long history in the market also helps to instill in his clients the confidence that they are making informed decisions. Markets fluctuate but Brian’s highly personalized client service experience helps him work together with his clients towards their intended goals.
Prior to joining IHT Wealth Management Brian spent several years with prestigious firms like GMO, Merrill Lynch and A.G. Edwards & Sons, Inc., building on clients’ investable assets.
Brian is involved with a wide range of town activities such as the youth soccer, hockey, and baseball clubs. Brian and his wife Michelle, a 2nd grade teacher in Braintree, have two sons, Colin, and Andrew.
Registrations
- Accredited Asset Management Specialist (AAMS)
- Series 7 held with LPL Financial and Series 66 held with LPL and IHT Wealth Management
- Life, Accident, & Health Insurance licenses
Securities offered through LPL Financial, Member FINRA/SIPC. Investment Advice offered through IHT Wealth Management, a registered investment advisor and separate entity from LPL Financial.
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