Archives: Advisor Teams

Advisor Team

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.

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.

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.

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.

 

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

 

Mike has built his practice by cultivating long-term relationships, coaching clients through the discovery and personal planning process, and reinforcing his core belief of mutual trust and transparency. Mike does this by focusing on his client’s goals and objectives and by managing an integrated approach to wealth management through Financial Planning, Educating, Tax Planning Strategies, Estate Planning, leveraging the right technology, and much more. Everything is explored and covered. Unlike the traditional ala-carte model of separate services and commissions, Mike’s practice is an all-encompassing fee-based practice.

Mike was raised in the Kansas City area and attended Johnson County Community College on a basketball scholarship. He then attended the University of Kansas. After working for Sprint for ten years in multiple roles including Sales, Operations, Project Management, and Product Management, Mike chose to pursue his passion of Wealth Management. He joined American Express Financial Advisors in 2004, which became Ameriprise Financial in 2005 where Mike continued to work through 2012 before joining LPL Financial and a group of advisors to help create what is now nVision Wealth.

Mike lives in Overland Park, KS with his wife Carla and their children Tucker, Wrigley, and Cooper. Mike is a huge college basketball fan (Rock Chalk Jayhawk) and die-hard NFL and fantasy football fan. When not attending his children’s school and sporting events, he loves to play golf with wife and friends.

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.

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.