Steven Dudash, CFP®, CRPC®

Steve began his career as a Financial Advisor in the 90’s. His experience allows him to adhere to a disciplined process that delivers a consistent, yet customized wealth management experience. […]

Read More

Corianne Leyton

Responsible for implementing the firm’s strategic initiatives, compliance oversight for the RIA, managing high-level financials and compensation, advisor acquisition and working directly with advisors to ensure a seamless transition. Cori […]

Read More

Lindsey Michel

Lindsey is responsible for reviewing and implementing the firm’s Compliance Program. These responsibilities include management of LPL Financial’s compliance requirements and RIA compliance oversight. Lindsey received her degree in Sociology/Criminology […]

Read More

Yussef Gheriani, CIMA®

Yussef has been with IHT Wealth Management for more than five years working with investment analytics and operations. Prior to working with IHT, he worked with other investment groups doing […]

Read More

Catarina Naro

Catarina began her career in finance in 2014, when she joined a large team at Merrill Lynch as a Registered Client Associate. Prior to working at Merrill Lynch, she acted […]

Read More

Vivian Li

Vivian has been with IHT Wealth Management for more than 2 years and has had experience working directly with advisors, clients, and the internal operational management team. As VP of […]

Read More

Alex Papadopoulos, CSRIC® CRPS® Chartered SRI Counselor®

Alex Papadopoulos has been providing financial and wealth management advice to his clients since 1999. He provides individuals, families, and small businesses with guidance and education in all areas of wealth management, […]

Read More

Orlando Ochoa

Orlando Ochoa has worked in the financial services industry as an advisor since 2002. He is a detail-oriented financial advisor who provides individuals, families, and small businesses with guidance and education […]

Read More

Peter Arboleda, CRPC®

Peter Arboleda leverages his extensive experience of over 20 years in the financial services industry, focused on financial planning and wealth management, to assist his clients in pursuing their financial […]

Read More

Scott Staley, CFP®

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 […]

Read More

Ryan Wittig, CFP®

Ryan Wittig provides the highly individualized client service; and focuses on offering financial solutions that address risk tolerance, time horizon, liquidity needs, and overall investment goals for individuals and their […]

Read More

Jimmy Cochran, CFP®

James Cochran (Jimmy) has over 12 years of experience as a financial advisor to individuals and small businesses.  He takes on a fiduciary role with his clients to design custom […]

Read More

Emil Mokhtarian, CFP®

Emil Mokhtarian, CFP® Financial Advisor, Vice President Emil Mokhtarian provides every client with comprehensive financial advice, education, and portfolio management delivered with a highly personalized level of service and professional […]

Read More

David Stone

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 […]

Read More

William D. Burke, Jr., CFP®

Bill’s goal is to provide families and business owners with assistance in building their financial freedom. He has the skills, knowledge and experience required to help meet his client’s established […]

Read More

F. Maximilian Kort, CFP®, CIMA®

Max Kort began his career as a financial advisor in 2007. He was drawn to wealth management after observing how the financial decisions people made, especially their mistakes, had tremendous repercussions […]

Read More

Kurt Yndestad

Kurt has been working as a Financial Advisor for over 25 years. His experience allows him to adhere to a disciplined process that delivers a consistent, yet customized wealth management […]

Read More

Colin Bonnett

New to the industry, Colin focuses on offering a comprehensive approach to managing wealth that begins with getting to know each client. His investment philosophy is centered around listening to […]

Read More

Steve Kellar, CFP®

My focus and number one activity is retirement income planning. Which means I have the privilege of helping all kinds of people launch themselves into a satisfying post-career life – […]

Read More

Edilberto C. Ortiz, CPA, CGMA

Read More

Matthew J. Zivick

Matt Zivick started working with Bank of America/Merrill Lynch in 2007 and had over 20 years of overall customer service management experience before joining IHT Wealth Management. As the first […]

Read More

Karla Hernandez

As client relationship manager, Karla Hernandez prides herself in providing excellent client service, based on her in-depth knowledge of her clients’ financial needs. One of her main business philosophies is […]

Read More

Justine Ochoa

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 […]

Read More

Kristin Atchison

Kristin is an experienced Business Development professional with responsibilities to increase company revenue by identifying profitable business opportunities and developing long-term business growth strategies. Kristin works with the Dudash Team […]

Read More

Michael Lutz

As a Client Relationship Manager, Mike partners with IHT advisors to grow their business and deliver excellent client service. He is responsible for client onboarding, cash management, trading, account maintenance, […]

Read More

Meghan Glavin

Before joining IHT, Meghan started her finance career in International sales with William Blair & Co. in 1996. Working with several International offices and clients, she honed her craft in […]

Read More

Anyssa Volarath

Anyssa is a Client Relationship Manager for IHT Wealth Management and new to the financial industry. She carries a strong background in customer service and her strengths include effective communication, […]

Read More