As Marketing Associate, Julie utilizes her life experiences to connect with clients through social media and in person at the nVision Wealth office. After growing up in Des Moines, IA she pursued her career as a professional ballet dancer where she had the opportunity to tour many parts of the world. She retired as a ballet dancer to teach in her own studio and raise a family. She now serves in the church where her husband Brad is the pastor, and together they are raising five children: Jayden, Kaya, Campbell, Raina, and Palmer. In her spare time, Julie enjoys reading and spending time with family and friends.
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Advisor Team
Mike is a Managing Partner and Financial Advisor with nVision Wealth. He provides a personalized, hands-on approach designed to offer his clients services which are above and beyond the traditional scope of a Financial Advisor. His experiences as an executive outside of the financial services industry, and as a business owner himself, give him insight into the concerns corporate CEOs, business owners and high-net-worth investors deal with every day. By focusing his attention on the details of his defined client base, Mike can proactively work for his clients.
After growing up in Andover, Kansas, Mike graduated from Kansas State University with a degree in Accounting. As an avid K-State fan, Mike serves on the K-State Catbackers Fundraising Committee. He is also involved in fundraising activities for the Cystic Fibrosis Foundation. In his free time, Mike enjoys golfing, hunting, fishing, or just about any outdoor activity.
Daniel has been working in the financial services industry since 1998 and became a CERTIFIED FINANCIAL PLANNER™ professional in 2004. He focuses on financial planning and wealth management for individuals and families.
Daniel is committed to an independent and objective approach to helping his clients. He believes the best way to do this is through a holistic financial planning process that considers every aspect of a client’s financial life. The first step in this process is to fully understand his client’s specific financial goals and objectives. Once those are determined he works with them to develop an appropriate strategy that includes asset allocation, risk management, income planning, budgeting and insurance analysis. After the strategy is implemented Daniel will conduct regular reviews for his clients to help ensure that the plan is monitored and kept on target with their goals.
Daniel and his wife Cheryl live in Fishhawk with their son and daughter. He enjoys spending quality time with his family and the occasional golfing or fishing outing.
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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Justine carries a strong background in customer service and business development. As a client relationship manager, Justine is responsible for providing a seamless transition for new advisors and their clients to IHT. She is FINRA licensed with her Series 7 held with LPL Financial and Series 66 held with IHT Wealth Management. Justine is dedicated to building lasting relationships with the clients she services, while helping the advisors get them to their financial goals. She makes it a priority to put client’s needs and goals first. Justine graduated from the University of Illinois with a Bachelor’s degree of Science in Advertising. Prior to joining IHT Wealth Management, she worked at Yelp where she helped grow local businesses while providing the utmost customer service and attentiveness.
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Jessica Pomales came to Equity Wealth Management having over 20 years’ experience in the Professional Healthcare Industry. She started assisting with Customer Relations assisting people on a personal level with daily calls and requests on the service side. When asked to help out on the operations side, it was discovered that with her experience and expertise in this field, she belonged in operations and was quickly promoted to be our Operations Manager. She has dedicated herself to her three children and has excelled in the professional world from employee to business owner and we are happy to have her character and values as part of our team.
Karim Poonawala, or KP as his clients lovingly call him, is a wealth manager living and working in Orlando, FL. He moved to Orlando (from East Lansing, Michigan) in 1985 and has lived in Central Florida ever since. He became a stockbroker almost three decades ago and has helped hundreds of clients and their families. He graduated with a degree in Business (BA) from Michigan State University and MBA with a specialty in finance from the Crummer Graduate School Business at Rollins College. KP also holds the prestigious CFP® (CERTIFIED FINANCIAL PLANNER™) certification.
KP started in the financial services industry as a Series 7 broker in June, 1987. Having weathered the financial storm of Black Monday in October of 1987, he decided to obtain CFP® certification and attained the prestigious designation a few years later. He started his independent firm in 1990 and has been an Independent Branch Manager ever since. KP has also attained Series 24 (Securities Principal Qualification Examination), Series 4 (Registered Options Principal Qualification Examination), Series 63 (Uniform Securities State Law Examination), and Series 65 (NASAA Investment Advisors Law Examination). Series 4, 7, 24 and 63 registrations are held through LPL Financial and Series 65 registration is held through IHT Wealth Management.
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.
My Background
I began my career as a Financial Advisor in 2007 with Edward Jones, followed by Waterfront Wealth in 2016. I earned the CharteredFinancial Consultant® designation in 2008. Prior to my time atEdward Jones, I worked as a Senior Marketing Advisor in the telecommunications industry, and also held numerous leadership roles with All Nations, a nonprofit Christian mission organization. I joined nVision Wealth in March of 2019.
My Approach & Philosophy
I am passionate about working with families and small business owners to financially navigate the many seasons of life. Whether it’s planning for retirement, college savings for children and grandchildren, or protecting the financial future of loved ones through legacy planning, I guide my clients through a process that helps them manage both their assets and their risks.
My Personal Life
A native Kansan, my wife Lupita and I have been married since 1984and have been residents of Olathe since 2000. We have three grown children – Kathleen, Joseph, and Michael. We are also investing in the next generation of leaders as active members of our church. When not busy serving my clients and community, I enjoy hiking, reading, international travel, and am a self-confessed gadget geek.
Investment advisory services offered through IHT Wealth Management, LLC., a registered investment advisor.
IHT Wealth Management may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements.
All posts and comments are personal and conversational and are not meant to be recommendations in any way. Investors should seek professional advice before making any investment. Any discussion of markets, investments and asset classes is for discussion purposes only and should not be construed as a recommendation in any way. All investments have risk and may lose value. Past performance is not indicative of future results.
© IHT Wealth Management
IHT Wealth Management may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements.
All posts and comments are personal and conversational and are not meant to be recommendations in any way. Investors should seek professional advice before making any investment. Any discussion of markets, investments and asset classes is for discussion purposes only and should not be construed as a recommendation in any way. All investments have risk and may lose value. Past performance is not indicative of future results.
© IHT Wealth Management