Archives: Advisor Teams

Advisor Team

At Milestone Financial Services our mission is to provide educated, forward thinking financial advice, and high touch personal service to clients who are approaching or are in retirement. We provide customized financial strategies using the latest products, innovations, research, technology and the backbone and resources of the largest independent broker/dealer in the nation*, LPL Financial and our Registered Investment Advisor (RIA) IHT Wealth Management.

Keith grew up in Merritt Island, FL. Keith’s father was an electrical engineer at Kennedy Space Center, working on both the Apollo and shuttle programs. Keith attended the University of Central Florida, graduating in 3 years, at the end of 1985. Keith graduated with a B.S. in Business Administration with a major in Finance, and a concentration in Financial Services. During his senior year, Keith interned, at then, Dean Witter Reynolds (now Morgan Stanley) and realized he wanted to be a part of the financial services industry. After college, in the spring of 1986, Keith joined First Investors Corp. First Investors is a Wall Street based mutual fund and insurance company that goes back to 1930. Keith worked at the Winter Park branch of FIC until the fall of 1996; Keith became an independent financial advisor with the advent of Milestone Financial Services in 1996. Keith and his two partners joined Raymond James in 2000, where Keith assumed the role of branch manager, along with continuing to develop his own book of business. After more than 10 years with Raymond James, Keith moved his practice over to LPL Financial in the summer of 2011.

Keith hold Series 24 and 9/10 Principal Licenses along with Series 6, 7, 63 through LPL Financial and 218 (Life, Health and Variable Annuity) Licenses.

Keith is married with two children. He has five grandchildren. Keith and his wife Brenda enjoy traveling and of course, the grandbabies. Keith is an avid fisherman and enjoys boating and the beach. Keith is a Golden Knights Club UCF supporter and follows the Knights sports programs year round.

*As reported by Financial Planning magazine, June 1996-2018, based on total revenue.

 

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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.

Jennifer Siebenaler is currently a Client Relationship Manager at IHT Wealth Management. Â She started her career at Wendt Financial Group in 2006, and joined IHT in November of 2017. Â Her responsibilities are many but focus on Advisor support, particularly in the area of individual client needs nearing and entering retirement, 401(k) retirement plan support, electronic data design and maintenance, compliance, and marketing design.

Jennifer holds her Life Accident and Health license in Illinois. Ms. Siebenaler attended the University of Iowa, in Iowa City, Iowa, graduating in December, 2005 with a Bachelor of Arts degree majoring in Political Science with a minor in Business Administration.

Jennifer participates in many charities in the Chicago land area. She has been an advocate for the March of Dimes, organizing one of the top family teams in the state of Illinois, which has raised over $65,000 in eight years.  Separately, in 2015 she started Team Born to Run for the American Brain Tumor Association’s annual BT5K.  Over the first four years, that team has raised close to $30,000.  She currently resides in Westmont with her playful dog Hollie.

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.

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

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.

I was once asked to describe my life in 5 words or less so with limited time I came up with Authentic, Transparent, Enthusiastic, Resourceful, and Loyal. As an established advisor those characteristics have guided my professional life as well as shaped my personal life as a husband, father, and mentor.

I believe the first step on the path to getting where you want to go starts with an honest conversation and once we determine the right direction together, I’ll help you stay the course through regular portfolio reviews and accessibility on YOUR schedule. Client relationships are the foundation of my practice and I hope to earn your trust and the role of your advisor for not just years, but generations to come. Financial planning doesn’t have to be difficult, and you don’t have to do it alone, I am here to support you. I realize that this business can be intimidating and sometimes overwhelming, therefore I want to reduce client stress by joking that “I’m closer to Main Street than Wall Street”. Our firm doesn’t strive to be someone else, we just want to be the best version of us!

I believe every journey is unique and so are your financial needs, so I listen to your goals and help develop tailored plans and objective recommendations. Being an independent financial advisor offers me the flexibility to adjust client strategies to accommodate changes in lifestyle, family, and career. So no top down corporate directives, canned solutions, or cookie cutter strategies! We manage your finances so they don’t manage you, and that equates to financial confidence. Our purpose is to identify and create plans that will simplify our client’s lives and empower them with options and confidence.

I love spending time outdoors including hunting, coaching youth teams, golf, Spring Training and OU Football. Volunteerism is an important to my wife Tammy and I as we have both served on multiple committees and non-profit groups serving their community.