Archives: Advisor Teams

Advisor Team

Andrew learned the value of hometown service growing up in El Dorado and embodies that understanding through the service he provides clients. After realizing the confidence that can be achieved through proper planning, he decided that a career in the financial planning industry would be the best way he could give back to those around him. Andrew made this realization at the age of seventeen and subsequently spent the next summer as an intern for our firm. His resilience, devotion, and fine attention to detail has made him an excellent fit on our team. Andrew earned his Bachelor of Business Administration in Finance from Wichita State University and continues to expand the quality of our practice through education and experience.

While most of Andrew’s time is devoted to work, he does his best to spend his time outside of the office in meaningful and enjoyable ways. Andrew is a volunteer board member for Tri-County CASA Inc., a nonprofit devoted to advocating for abused and neglected children within the judicial system. When Andrew is finished working and volunteering, he enjoys spending time outdoors. Whether it be hiking, camping, fishing, or simply sitting in a backyard, Andrew enjoys the fresh air and beauty provided by the outdoors.

Melissa is Director of First Impressions at W Investments where she enthusiastically embraces her role by greeting everyone who walks through the door with kindness and a smile.

Melissa maintains a sense of order, organization and calm in managing the front office, from answering clients’ questions to ensuring all necessary paperwork is accurate for every account.

“I love being able to assist clients with all of their needs no matter how small,” Melissa says.” Call her today about becoming a client and see how she welcomes you to the W Investments family!

Born and raised in Kansas, Melissa received her associate’s degree at Butler County Community College and went on to attend Kansas State University. She married husband Rob in 2002. They have two daughters, Justi and Elle, and a dog named Mia. When she’s not engaged in making our clients feel at home, Melissa enjoys spending time with family and friends.

Paul is a born and raised Kansan. When not at the office crunching numbers, he enjoys time at home with his wife Ashley, his son, Ty (4) and daughter Lorelei (1). Beyond work and family time, he can be found serving his church, coaching his son’s tee-ball team, sitting around a fire-pit with trusted friends, crouched in a duck blind, or at just about any sporting event. Paul finds great fulfillment volunteering with God’s Army in Kansas City to revitalize the homes of people in need throughout the metro area.

After earning a Business degree from Kansas State University in 2006, Paul entered the Financial services industry and has been serving clients by providing financial planning advice and investment management. He attained the Chartered Retirement Planning Counselor℠(CRPC®) designation in 2007 and utilizes his financial acumen to ensure families are making sound financial decisions. Paul’s areas of expertise include comprehensive financial planning, asset accumulation, retirement distributions, tax strategies, estate planning, investment management, and insurance planning. As an LPL Registered Principal, Paul is a Managing Partner and Financial Advisor with nVision Wealth.

Derick grew up in Paola, Kansas and graduated from Pittsburg State University where he double majored in Finance and Economics. Derick earned the designation of CERTIFIED FINANCIAL PLANNER™ (CFP®) in 2013 along with the designation of Chartered Retirement Planning Counselorâ„ (CRPC®). He has been working closely with clients since 2004 to help them build a blueprint that will guide them toward their financial goals. He is passionate about forging a relationship with every client and transparently counseling them through the myriad of life’s financial changes.

When Derick is not at work, he enjoys spending time with his wife Christina and coaching his kids’ baseball, football, and basketball teams. During football and baseball seasons, Derick, Christina, and their children Cameron (16), Colten (8), and Brooklyn (5) can be found cheering on the Chiefs and the Royals. Derick also enjoys serving with Hope Builders as they repair, maintain, or adapt homes for low income, elderly, or disabled people in the Kansas City community.

Dave Stone brings 40 years of extensive experience in the Financial Services industry to IHT Wealth Management. Prior to joining IHT, Dave was a Vice President at Morgan Stanley in Chicago. He has previously served as a producer/portfolio manager at William Blair & Company, and before that was a sales manager at Smith Barney. He began his career in the 1970’s at Merrill Lynch.  Dave’s deep experience helps give perspective to the markets as he continues to help investors pursue their financial goals.    Â

 Dave is a graduate of Washington & Lee University in Lexington, Virginia.

He and his wife Meg are lifelong residents of Hinsdale, Illinois where they raised their 3 children. They have been active in numerous community activities. Dave is the past President of the Hinsdale Falcon Program. Â Â

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Cathleen (Cathy) N. Stevens is a CERTIFIED FINANCIAL PLANNER® (CFP) and has worked in the financial service industry as an advisor since 1993. She finds joy in helping people work towards their personal and financial goals. Cathy enjoys working with individuals at all stages of their lives. She specializes in working with individuals who are retiring and/or transitioning due to layoff.  Cathy has helped many individuals in these situations and understands that these are very tough times involving many critical decisions. She firmly believes that individuals need and deserve to work with an advisor who specialize in their unique situation, understands their needs and concerns, and is aware of the mistakes causing many people to fall short of their personal and financial goals. Her goal is to help clients enjoy a worry-free retirement by creating a strategy to provide income to last for their lifetime. Cathy’s approach to financial planning is very down-to-earth and “user friendly”.

Cathy’s practice covers the full scope of the world of financial planning and advice. She offers many different types and levels of wealth and investment management as well as financial planning. She has a very diverse portfolio of investment options including stocks, bonds, CDs, mutual funds, ETFs, annuities (variable, fixed and fixed index) and alternative investments. As part of a well-rounded and full-service practice, Cathy also works with her clients to be sure they have the proper amount and types of insurance coverages. She has an extensive menu of options for life insurance, disability insurance and long-term care coverage.

One of the many highlights of Cathy’s career was how honored she was to have the opportunity to advise numerous employees of our Space Shuttle program as they made their employment transitions as the Shuttle program ended.

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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Since becoming a financial advisor in 2004, Jeff has been serving a diverse clientele of individuals, families and small businesses by partnering with them to make smart financial decisions and become better stewards of their financial resources. He began his career in financial services in 1995, servicing 401(k) plans at a trust company and then spent eight years working with an executive benefits consulting firm before becoming a financial advisor. Jeff achieved the Chartered Retirement Planning Counselor℠(CRPC®) designation which denotes an expertise in pre-and post-retirement planning needs, including: retirement income, personal savings, retirement plans, income taxes, asset management, and estate planning. He earned his MBA in Finance from the University of Illinois at Urbana-Champaign and BBA in Marketing Management from Loyola University Chicago.

Clients can expect Jeff to build trusted relationships that encourage communication and facilitate a lifelong financial partnership. Jeff uses a straightforward approach to planning that begins by listening to understand the client’s financial situation and life goals. This information is then used to design a holistic financial road map incorporating retirement and education funding goals, retirement income planning, investment strategies, insurance/risk management, and estate planning needs. Maintaining regular communication with clients allows Jeff to immediately address any concerns and make financial planning and investment adjustments, especially as they pass through different life events and stages.

An outgoing person who enjoys staying active and meeting new people, Jeff likes many outdoor sports and recreational activities, including hiking, running, and cycling. He has a personal goal of visiting and hiking in every U.S. National Park, many of which he and his family have already visited. Jeff, his wife Julie, and their five children (Jack, Tim, Renee, Aaron, and Joe) live in Northbrook, Illinois, and enjoy their time together as family.

Jeff believes in focusing some of his time on important community involvement and volunteering his time to local organizations, currently serving on the Young Life North Shore Parent Committee in a finance leadership role. He has also been continuously either leading or participating in various men’s church groups and has previously served in several leadership roles on church boards and committees over the years. Jeff has also been involved in school district related activities as the Treasurer of the Citizens for District 30 Bond Referendum ballot initiative committee, member of the Northbrook/Glenview School District #30 Citizens Task Force and member of the District 30 Caucus. Through the Northbrook Park District, he has coached several seasons of youth baseball, basketball and soccer since 2006.

CRPC conferred by College for Financial Planning.

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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.

With over 15 years of experience, Scott Staley specializes in providing financial and wealth management, advice, and guidance. He holds the CERTIFIED FINANCIAL PLANNER™ certification, which is one of the most recognizable and respected credentials in the financial services industry.

Scott began his career in 2003 with LaSalle Financial Services. He then merged with Bank of America Merrill Lynch in 2009, before joining the initial partners at IHT Wealth Management. Scott’s key areas of expertise include retirement and estate planning and money management.

Scott helps simplify the complexity of his clients’ financial lives by providing advice and guidance based on time-tested investment and planning principles. At the heart of his philosophy is a passion to build enduring relationships with individuals, families, and small businesses through a commitment to providing outstanding service.

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.

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.