Timothy Feldheim believes that helping clients pursue their financial goals can be achieved by listening passionately to help them prioritize their needs and aspirations, and then implementing a comprehensive wealth management strategy comprised of financial planning and customized portfolio management.
As a financial advisor at IHT Wealth Management Tim serves a select group of individuals and families by providing valuable advice and counsel that brings them financial confidence. Whether the outcome is building wealth, deriving income during retirement or preserving or passing along a legacy. Tim is committed to helping clients navigate these challenges to make financial independence a reality.
With 42 years of industry experience, he has experienced both challenging and rewarding market cycles and offers clients a seasoned perspective that empowers them to pursue their goals. Prior to becoming a financial advisor in 2004, he spent 22 years on the floor of the Chicago Board of Trade operating a successful commodities brokerage firm.
When Tim is not working with clients, he spends time with his family, including his wife Katie and his six children. He also spends time coaching high school football at Loyola Academy and enjoys a wide variety of sports including, golf, biking, swimming and staying active through general fitness. Tim volunteers his time at Elyssa’s Mission, a foundation based on suicide prevention among young at-risk students, and has previously served on their board.
Jay grew up in the Overland Park area of Kansas City and attended Bishop Miege High School. Growing up, his family ran a small business and he witnessed first-hand how difficult it can be to achieve multiple, competing financial goals with limited or varying resources. He developed a passion for educating people on how to effectively and efficiently manage their money and other financial resources to achieve their personal goals despite the adversities of everyday life.
Jay earned his bachelor’s degree (BSBA) from the University of Central Missouri with a double major in Marketing and Management, followed by his Master’s Degree in Business (MBA) from Rockhurst University. He earned the designation of CERTIFIED FINANCIAL PLANNER™ in September of 2013 and specializes in Retirement Accumulation and Income Planning, Investment Planning, Tax and Estate planning, and working with Business Owners. He has been serving clients since 2006 and joined nVision wealth in 2013.
Jay and his wife, Jenni, are kept busy raising their two boys, Caiden (12) and Lincoln (9). Jay regularly volunteers with his sons’ boy scout troop, serves as the Head Coach for Caiden’s competitive baseball team and Assistant Coach for Lincoln’s baseball team. When the family isn’t busy with baseball or Boy Scouts, they enjoy camping, outdoor activities, and watching movies together. Jay also looks forward to playing golf with friends and likes to read books.
Shireen Daniels is a CERTIFIED FINANCIAL PLANNER™ Professional who provides comprehensive financial planning and wealth management with specialty concentrations. Â As a Certified Divorce Financial Analyst™, she provides specific advice on the financial issues of divorce and is passionate about helping those in transition pursue financial freedom. Â Shireen also assists families through financial planning for college and the financial aid process. Â She is a passionate public speaker and community advocate for financial literacy. Â Shireen resides in the Ukranian Village neighborhood of Chicago with her husband and son.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and 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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