IHT Financial Services

About Us

I have spent the last sixteen years helping individuals and families in the areas of wealth creation, retirement planning, asset protection and strategic wealth transferal. Partly through the process of assisting my OWN three children, I have also aided my clients with college planning and financing. I currently hold both the RICP (Retirement Income Certified Planner) and AAMS (Accredited Asset Management Specialist) designations.

Prior to joining the financial services industry in 2008, I spent over a dozen years in Human Resources, helping business owners and their employees, focusing on retirement plan implementation, service and support. I also have achieved the CRPS (Certified Retirement Plan Specialist) designation. I continue to make Retirement Plans an important part of my practice.

My wife Maggie and I relocated to the Lakeview East area in 2020. Maggie is a high risk/genetics APN at RUSH. We enjoy traveling, golf and spending time with our bulldogs, Rosie and Hank.