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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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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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.

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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.

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.

Chad has been a financial advisor since 2008. Chad chose to be a financial advisor because of the importance a well-designed plan has on a client’s retirement goals and eventual success. Seeing the turbulent markets of 2008 and 2009 only strengthened his opinion on the importance of a well-designed financial plan and risk managed investment portfolio. He works with his clients, first by understanding their needs, goals and what is truly most important to them in their financial future. His goal is to have every investor confident with their financial plan and have a portfolio built to weather the uncertainties of the market.

Chad is a CERTIFIED FINANCIAL PLANNER ™. His areas of expertise are: financial planning, retirement planning, tax efficient investing and wealth management. Chad’s passion is building long lasting relationships with his clients and helping them achieve their personal investment goals.

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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