Archives: Advisor Teams
Advisor Team
Tom founded Tall Oaks Advisors in December of 2012. His focus is on Financial Planning and Wealth Management along with advising on Employer Sponsored Retirement Plans.
Tom was born in Summit, NJ and moved to Leawood, KS in 1984.  He attended Kansas State and Baker University, where he earned his MBA.  While still in high school, Tom turned one of his passions into a business by opening a sports collectible store.  Tom owned and ran this for 13 years and became a founding member of eBay Power Sellers.  In 2001, Tom decided to pursue one of his other passions and changed career paths to become a financial advisor with Ameriprise Financial.  Since 2001, he has been helping his clients pursue their financial goals and dreams.  Tom holds a Series 7 securities registration through LPL Financial and a series 66 registration with both LPL Financial and Tall Oaks Advisors as well as life and health insurance licenses in multiple states. He also holds the designation of Chartered Retirement Planning Counselor (CRPC ®).
Tom resides in Overland Park, KS with his wife Beth and their children Thomas and Olivia. Tom is an avid Kansas City Chiefs, Kansas City Royals and Kansas State Wildcat fan. He enjoys spending time with family and friends, playing golf and cheering on his kids at their various activities.
Randy Cohen, a Charleston native, graduated from Indiana University in 1993 with a degree in Finance. He began his financial advisory career in Cleveland, Ohio and spent five years working in the Chicago suburbs including over three years managing a branch in Bannockburn, Illinois. Randy returned to Charleston in 1998 to fulfill a lifelong dream of working with his father, David. As of July, 2012, Randy and his family moved back to Chicago and will work in both the Charleston and Skokie offices.
Since 1998, Randy has worked on the boards of the Charleston Animal Society, Charleston Jewish Community Center, Brith Sholom Beth Israel Synagogue, The West Ashley Minyan and Addlestone Hebrew Academy. He has added his work as a volunteer with Arie Crown Hebrew Day School and the YU Kollel since he arrived in Chicago.
His non-working hours are devoted to his wife, Robyn and their 3 boys, Micah, Judah and Ezra and their golden retriever, Izzy.
Randy brings his passion for community, philanthropy and family to every client interaction. When he finds some time, he enjoys Indy Car racing and Indiana University Basketball, a holdover from his years in Indiana.
Randy focuses on the whole plan in the client relationship. Randy loves his work with clients and gains great satisfaction from their achievements and milestones.
CRPC conferred by College for Financial Planning
David Cohen was a Phi Beta Kappa at the University of North Carolina-Chapel Hill, and has a degree in Business Administration. In the Jewish community, he served as chairman of the Addlestone Hebrew Academy, president of the Charleston Jewish Federation, president of Synagogue Emanu-El, chairman of the Charleston Israel Bonds committee, President of the JNF, and a board member of ORT.
In the general community, he served as a board member of the Trident United Way, Coastal Community Foundation, MUSC Heart and Vascular Board, College of Charleston Jewish Studies Board, Low Country Food Bank, and a member of Rotary International. In business, he was executive vice president and general manager of Coastal Institutional Distributors, vice president and general manager of PYA/Monarch, Inc., and was an account executive at J.C. Bradford and Co. Investment Brokers, Paine Webber, UBS, and Merrill Lynch. He is also a Certified Financial Planner ™.
Linda and David are the proud parents of Jeffrey & Jody, Randy and Michael.
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.
Jorge I. Blanco is the Founder and President of Success Wealth Management, a boutique Wealth Management and Financial Planning firm in Tampa, FL.
He began his career in the financial services industry in 2002 at Ameriprise Financial, one of the top financial planning companies in the world. Over the first 9 years in his career he earned many of the firm’s top awards. While servicing a client base of 398 families, he worked as an Advisor Coach where he would mentor new advisors in the industry. He helped Ameriprise develop training modules and product presentations that were used to train new advisors across the country.
Although the years of experience in his leadership role helped Jorge become the advisor he is today, he found that his true passion lay in working with his clients. He stepped down from coaching and devoted 100% of his time working on his financial planning practice. In order to deliver the type of service his clients deserved, Jorge decided to reduce the number of families he personally worked with. In December 20th, 2010 Jorge founded Success Wealth Management and joined LPL Financial, the nation’s largest Independent Broker/Dealer (as reported by Financial Planning magazine, June 1996-2017, based on total revenue).
Coming from parents who were both Professors, education was instilled in Jorge’s upbringing. Jorge believes that in order to grow personally and professionally, we must continue to learn. He graduated Summa Cum Laude with a Bachelors of Science in Financial Planning. He has also earned the prestigious professional designations of CERTIFIED FINANCIAL PLANNER™ Practitioner (CFP®), Accredited Investment Fiduciary (AIF®), Accredited Wealth Management Advisor (AWMA®), and Chartered Retirement Planning Counselor (CRPC®).
In his youth, Jorge was an avid chess player. At the age of 16 he became Venezuela’s National Champion and competed in the Youth World Chess Championship in Bratislava, Slovakia where he ranked 42nd in the world. Today, Jorge enjoys playing competitive soccer, spending time with his wife and family, and exploring new places around the world.
QUALIFICATIONS / LICENSE INFORMATION:
- FINRA Series 7 Registration with LPL Financial
- FINRA Series 66 Registration with LPL Financial and Independent Financial Partners
- FL 2-15 ~ Life, Health, Variable Annuity Insurance License
- CFP® CERTIFIED FINANCIAL PLANNER™
- AIF® Accredited Investment Fiduciary
- AWMA® Accredited Wealth Management Advisor
- CRPC® Chartered Retirement Planning Counselor
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CRPC conferred by College for Financial Planning
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.
Investment advisory services offered through IHT Wealth Management, LLC., a registered investment advisor.
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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