Archives: Advisor Teams

Advisor Team

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

Â

Â

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

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.

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

Amanda joined our firm in September 2011 after graduating from Ferris State University and strives to provide a high level of client service and satisfaction. Her friendly and outgoing nature makes clients feel welcome and confident.

Amanda is solely responsible for all account paperwork, transfers, financial planning data entry, and scheduling. We frequently receive compliments in the form of verbal and written communication from clients on how exceptional her customer service is.

In her spare time, Amanda likes to target shoot, read and watch Law and Order SVU!

To contact Amanda McCall please email her at amanda.psujek@shardfinancial.com.

Jeff K. Ross (“Jeff”) is the principal and founder of
Jeff K. Ross Financial Services, LLC and has been providing people with financial guidance since 1986. What really motivates him is to bring value into people’s lives, and help people feel like they are a part of something bigger than just a number.
He incorporates a holistic focus on:
1. Investments that are Environmentally Conscious and Socially Responsible
2. Tax Free Retirement Income
3. Retirement Income Guaranteed for Life
4. Asset Protection for End of Life

Education
Jeff has a Master’s Degree from George Williams College,
Lake Geneva, WI. He completed his CFP course work at DePaul University, Chicago, IL.
He holds certifications as CLU (Chartered Life Underwriter) and ChFC (Chartered Financial Consultant), both from the American College in Bryn Mawr, PA.

Volunteerism
For 30+ years, Jeff has served a variety of Non-Profit Organizations:
• Cheff Therapeutic Riding Center – August, MI – Board of Directors
• Rotary – Kalamazoo, MI – Active Member, Board of Directors
• Haworth Business College at Western Michigan University —
Dean’s Advisory Board
• Theater School at Western Michigan University – Board of Directors
• First Presbyterian Church – Kalamazoo, MI
Endowment Committee, Mission Outreach Committee, Session
• Presbyterian Church of Barrington, IL – Board of Trustees and
Director of Family Fellowship
• Chicago Presbytery Camp & Conference Center – Board of Directors
• Chamber of Commerce – Barrington, IL – Board of Directors
• Guest Speaker at various organizations on topics such as:
“Charitable Giving”, “Green & Socially Responsible Investing,”
“Wealth Management with Conscience”, “Faith and Money”
• Visiting universities as “Professor of the Day” addressing students in pursuit of a Career Path that is Mindful of Purpose and Ethics
• Various Capital Campaign Committees

Personal
Father of four, grandfather of two, Jeff is a community leader, a humanitarian, an environmentalist, and a strong supporter of the arts. Thriving in both rural and urban settings, he lives on an 18-acre horse farm in Southwest Michigan and looks forward to his weekly business trips to Chicago.
A cowboy at heart, he has won numerous competitions in the Foundation/Ranch Quarter Horse arena. He is revitalized by his annual yoga and meditation retreats in Costa Rica and Guatemala.
The firm’s headquarters is located in a charming 1886, newly renovated office building in the heart of downtown Kalamazoo, MI. When you visit this office, you will meet Jeff’s supportive staff and, most likely, his Golden Doodle: Oakley.
As a convenience to his Illinois clients, he enjoys a beautiful office in downtown Chicago on the 23rd floor of 123 N. Wacker Dr.
Jeff’s most meaningful passion is found in the relationships he shares with people….. bringing financial and personal value to them as they walk through life.

John Rossitto works with clients in Life Planning. He first works with his clients to identify the foundational values that are most important to them. Having laid the foundation, he and his clients work together to design a financial structure that incorporates one’s dreams, goals and personal abilities. In building this structure, they work through issues of spending, saving, investing and giving.  With state of the art resources, John puts on the finishing touches, which compliment his clients’ financial structure. He assists in putting in place appropriate risk management tools as well as design investment portfolios that strive to meet the needs of the clients he serves. John then monitors their progress through the paths of life, reviewing, refurbishing and remodeling their financial structure to meet the changes that life brings.

Jarrod Rutledge is a founding partner of Provident Wealth Management Group as well as a CERTIFIED FINANCIAL PLANNER™ Certificant. Jarrod started his career at a major financial services company in 2004, where he worked as a financial advisor and advisor coach. However, he had a vision of a financial planning practice that was independent, but he did not want to lose out on the “big company” feel and support of a major financial institution like he had grown accustomed to.

So, in 2010, he decided to co-found Provident Wealth Management Group and open an independent financial planning firm utilizing LPL Financial and now IHT Wealth Management. Because LPL Financial does not offer any investment products of its own, Jarrod was able to fulfill his desire to keep the big company feel and support of a major financial services company without having to jeopardize the independent and objective nature of his advice and recommendations.

Now, with 15 years of experience helping individuals and small business owners plan for their financial goals, Jarrod feels confident in his ability to be able to provide top notch financial advice while still being backed by the largest independent broker dealer in the US*. He thoroughly enjoys the meaningful relationships that he has developed with his clients over the years and educating them on their important financial decisions.

Jarrod received a Bachelor of Science in Business Economics from the University of South Florida. After many years of working towards attaining the designation of CERTIFIED FINANCIAL PLANNER™, Jarrod is proud to have achieved one of the most well-respected designations in his field.

Jarrod and his wife Sarah are the proud parents of son Peyton and 2 daughters Kailey and Rebekah. When he is not working, Jarrod enjoys playing golf and coaching his son’s baseball team.

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

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.

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.

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