IHT WEALTH MANAGEMENT - Key Persons
Adrien Brand, a native Tampa Bay resident; graduated with a bachelor's degree in Accounting from the University of South Florida and brings a strong business acumen and broad financial expertise to IHT.
Prior to launching his career with IHT, Adrien spent over 3 years as a Financial Advisor at Edward Jones, where he successfully leveraged his extensive experience working across several functional business areas in multiple industries, to deliver winning financial strategies to his clients.
His diverse background also includes providing business development, sales and account management to the IT industry, comprehensive management and oversight for all aspects of accounting, state, local, and federal taxation, and forensic accounting for the commercial property insurance industry. This wide range of experience resulted in a unique skill set and a fundamental understanding of strategic financial planning.
Driven by a customer-centric philosophy and a passion for creating life-long client partnerships, Adrien's ability to develop comprehensive financial strategies that are truly tailored to each individual client's specific goals, has been repeatedly proven and is strengthened by his ability to evolve and adapt to a constantly changing financial landscape.
Outside of work, Adrien is a gifted carpenter who shares a passion for fishing and boating with his wife, Kim and their two dogs. He holds a Florida 0215 - Life, Incl Var Annuity & Health license, NASAA Series 66 Certification, FINRA Series 7 Certification held through LPL Financial, and Florida 6-20 Certified Adjuster License.
Brad Borg has worked in financial services for over 35 years. He has served as a financial advisor to individuals, families, business owners and self-employed clients.
He is dedicated to developing an authentic understanding of each client's life story and how their finances affect each milestone and life event along the way. He strongly believes in the equation "True Wealth = The Ability to Underwrite a Meaningful Life".
Brad lives in Marine on St Croix, Minnesota with his wife Sonia. Their two adult daughters, Rachel and Grace, live nearby. They also have one horse named Love and three dogs - Olive, Edith Ann and Georgie.
Job Titles:
- Chief Development Officer
Job Titles:
- Associate
- Investment Analyst
Job Titles:
- Accredited Asset Management Specialist
David Barkley is an Accredited Asset Management Specialist, AAMS, and has been working in the Securities Industry for over 20 plus years. He brings a wealth of knowledge and hands on experience working with affluent families, business owners and individuals. He specializes in individual equities and retirement income planning. His passion is individual stocks and creating option strategies to create consistent income streams. He enjoys working directly with you, your business and your families to develop multi-generational strategies for building and preserving your wealth. David works directly with you to develop a customized disciplined wealth management strategy and plan for each client, their immediate family members, as well as, their children and their grandchildren.
Frank began his financial advisor career in 2001 with UBS Financial Services (formerly PaineWebber), and was a financial advisor for several other investment firms over the years. He has extensive experience in the financial services industry and focuses on meeting with clientele to determine their complete financial picture before offering holistic and comprehensive recommendations that seek to meet their needs now and into the future. Frank is a fiduciary who takes his job seriously and acts with utmost care in managing his clients financial assets and financial planning needs. He has a PhD in Business Administration with a specialization in Financial Management from Northcentral University, and an MBA from Webster University in St. Louis, MO . Frank has the Chartered Retirement Planning Counselor (CRPC) and Accredited Investment Fiduciary (AIF) designations.
Frank also served a 23-year career serving in both the U.S. Navy and retiring from the U.S. Army. He has extensive executive, management, leadership, financial, logistical, administrative, planning, and training experiences serving in various roles as an Army Officer and enlisted man on a U.S. Navy Nuclear Ballistic Missile Submarine. He was recalled out of retirement to active duty with the Army during the Surge of Forces (2006-2008) to Iraq during Operation Iraqi Freedom, serving as the Operations Officer for a Military Transition Team. He planned and conducted with his team in conjunction with Iraqi Army Forces, combat operations on a frequent basis throughout the one-year combat tour in Mosul, Iraq. He was awarded the Bronze Star and Combat Action Badge. His last assignment on Active Duty was at Fort Hood, Texas where he served as Chief of Plans and Ceremonies sections for the Directorate of Plans, Training, Mobilization and Security (DPTMS). He also performed as Operations Officer in the Fort Hood Emergency Operations Center during the Mass Casualty event on November 5, 2009, where terrorist opened fire on soldiers killing and wounding many undergoing in/out processing.
Frank is based in San Antonio, Texas and is a member of the Veterans of Foreign Wars (VFW) and is married to Jovita, with one daughter, Stephanie and three grandchildren (Caroline, Sammy Jr., and Jazlyn), who reside in Clarksville, TN, as his son-in-law, Sammy, serves in the U.S. Army at Fort Campbell, KY.
Job Titles:
- President
- UK Chartered Accountant
Ian S. Baker is President of PRB Wealth Management.
Mr. Baker, a UK Chartered Accountant, moved to the United States in 1984. He spent the next several years in leadership roles in the retail and wholesale distribution industries. In 1999, Mr. Baker entered the field of financial services with Allmerica Financial.
In 2002, he joined PRB Wealth Management to enhance the services he could provide to a growing list of clients. Today he leads a personal practice team of five, which helps provide the following services to individual and corporate clients:
Pre and Post Retirement Asset Management
Estate and Financial Planning
Insurance Consultancy
Corporate Retirement and Benefit Planning
Distinguished for his analytical skills and market acumen, Mr. Baker's clients include well-known corporations, professional practices, and distinguished individuals.
Mr. Baker's philosophy focuses on solving the problems and fulfilling the goals of his clients, as opposed to providing products.
He and his wife, Stephanie, a teacher, reside in Oyster Bay, N.Y. They have two grown children.
Ian Weiss is a Wealth Manager with IHT Wealth Management. Our promise is to provide support and guidance to ensure your financial objectives are met. During the past 25 years he has supported families and institutions achieve their goals. As a registered representative his interest lies in helping people and not simply ‘selling' investment products.
At Merrill Lynch Mr. Weiss focused on offering a comprehensive approach to managing wealth that began with listening to a client's needs and developing solutions. Providing access to the investment insights from the firm assisted meeting clients' financial goals.
Previously he was a Vice President and Portfolio Manager for the asset management division of Reliance Trust. Ian joined Reliance Trust in 2014. His primary role was to provide asset allocation, investment management and due diligence solutions within the institutional corporate partnership program. His expertise was pivotal to establishing and maintaining high net worth fiduciary relationships.
Prior to joining Reliance Trust, Ian served as an investment officer at UBS Trust Company, NA, responsible for portfolio management, performance evaluation, investment committee member, regulatory compliance, alternative investment analysis, and structuring comprehensive solutions for clients. Ian also worked with a prominent Boston Family for close to seven years, prior to UBS, serving as the Senior Financial Analyst and developing a robust alternative assets program.
From 1997 to 2007, he was employed at SEI Investments in many different capacities. As a registered representative he supported institutional relationships for defined benefit plans, defined contribution plans and the foundation/endowment market.
Mr. Weiss holds a Bachelor of Arts degree from Michigan State University and is a Chartered Alternative Investment Analyst. He holds the designation of a Certified Trust and Financial Advisor from The ABA Institute of Certified Bankers. Also, he enjoys educating & mentoring students through his participation in such programs as Michigan State University's Wisdom Project, UBS Education Initiative and Conestoga High School Senior Internship Program. Ian is married to Sara Stanley and they have two boys.
Job Titles:
- Financial Advisor
- Senior Vice President
- Founder and President of Success Wealth Management
Jorge I. Blanco is the Founder and President of Success Wealth Management, a boutique Wealth Management and Financial Planning firm in Tampa, FL.
He began his career in the financial services industry in 2002 at Ameriprise Financial, one of the top financial planning companies in the world. Over the first 9 years in his career he earned many of the firm's top awards. While servicing a client base of 398 families, he worked as an Advisor Coach where he would mentor new advisors in the industry. He helped Ameriprise develop training modules and product presentations that were used to train new advisors across the country.
Although the years of experience in his leadership role helped Jorge become the advisor he is today, he found that his true passion lay in working with his clients. He stepped down from coaching and devoted 100% of his time working on his financial planning practice. In order to deliver the type of service his clients deserved, Jorge decided to reduce the number of families he personally worked with. In December 20th, 2010 Jorge founded Success Wealth Management and joined LPL Financial, the nation's largest Independent Broker/Dealer (as reported by Financial Planning magazine, June 1996-2017, based on total revenue).
Coming from parents who were both Professors, education was instilled in Jorge's upbringing. Jorge believes that in order to grow personally and professionally, we must continue to learn. He graduated Summa Cum Laude with a Bachelors of Science in Financial Planning. He has also earned the prestigious professional designations of CERTIFIED FINANCIAL PLANNER™ Practitioner (CFP®), Accredited Investment Fiduciary (AIF®), Accredited Wealth Management Advisor (AWMA®), and Chartered Retirement Planning Counselor (CRPC®).
In his youth, Jorge was an avid chess player. At the age of 16 he became Venezuelas National Champion and competed in the Youth World Chess Championship in Bratislava, Slovakia where he ranked 42nd in the world. Today, Jorge enjoys playing competitive soccer, spending time with his wife and family, and exploring new places around the world.
Job Titles:
- Managing Director - Corporate Strategy
Job Titles:
- Financial Advisor
- Senior Vice President
Originally from England, Kerry Antoniadis holds a BA & MA from York University, Toronto, and a second MA from The International University of Japan: School of International Relations.
Kerry Antoniadis has been practicing as a financial advisor since 1999 helping investors with all aspects of retirement planning and wealth management, from wealth accumulation and insurance analysis to retirement income planning and wealth transference.
He also provides enrollment support and educational services to employer plans to help plan participants invest prudently. Kerry partners closely with a group retirement plan consultant who ensures group plans are addressing DOL regulatory compliance requirements.
As an independent financial advisor, Kerry prides himself on providing his clients the objective financial advice and solutions most suited to their needs.
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 experience. Before any financial decisions are made, he takes the time to fully understand who his clients are and what matters most to them as individuals and business professionals.
With this intimate knowledge of what his clients value most, Kurt is able to help establish objectives, develop an appropriate strategy, and recommend potential solutions. He conducts regular reviews to help monitor his clients progress toward reaching their goals and keeps their strategies consistent with any changes that may take place in their life and/or business.
After long and distinguished career at JP Morgans Private Bank and it predecessors banks, building one of the most client focused teams in Chicago, Kurt left to join IHT Wealth Management in August of 2019. At IHT, he acts as Wealth Advisor and in a fiduciary manner on his clients behalf. He has his BS in Business Administration from Illinois Wesleyan and an MBA in Finance from DePaul University. Kurts clients include Organizations, successful families from Business owners, Professionals and Big Four partners. Although based in Chicago, his clients are located throughout the country and usually represent multiple generations of the families.
Kurt and his wife Laurie live in Naperville, IL. Kurt is a former board member with the Pediatric Brain Tumor Foundation, serves as an Ambassador for the Foundation. Kurt with his family are active with the Shining Stars Foundation, serving children and young adults with life threating illness.
Job Titles:
- Compliance Officer, LPL Registered Principal
Job Titles:
- Business Development Associate
Job Titles:
- Advisor
- Relationships Manager
Job Titles:
- Director of Business Development
Job Titles:
- Chartered Financial Analyst
- Financial Advisor
Brent Simmons is a Financial Advisor and Chartered Financial Analyst (CFA) with IHT Wealth Management. He obtained his BA from Baylor University and has been in the financial services industry for 30 years. Prior to working at IHT Wealth Management, he provided financial planning, investments, and portfolio management to both individuals and businesses as a Financial Advisor with Morgan Stanley. He is a member of the Louisville Society of Financial Analysts and the US Tennis Association. He is based out of Louisville, Kentucky where he resides with his wife Connie and their dog Bodie.
Job Titles:
- Financial Advisor
- Senior Vice President
- CERTIFIED FINANCIAL PLANNER
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 families. He is committed to developing a clear, actionable plan for ensuring that all assets are working toward helping clients achieve what matters most.
Ryan advises clients on wealth accumulation and preservation through the creation of individually customized wealth management strategies. This process includes portfolio analysis, retirement planning, tax-efficiency and hedging strategies, and asset protection "with a specific emphasis on helping to pursue a lifetime income stream during retirement.
Ryan began his career in 1999 at Prudential Financial. He joined Merrill Lynch Wealth Management in 2002, before joining IHT Wealth Management as senior vice president.
Ryan is a CERTIFIED FINANCIAL PLANNER™, which is a designation awarded by the Certified Financial Planning Board of Standards, Inc. He graduated from Illinois Wesleyan University with a degree in finance in 1999, and currently resides in Chicago.
Job Titles:
- Business Manager
- Executive Team Coordinator
Thomas Yi has thirty-three years of experience in portfolio management, trading, research and risk management in the global financial markets. He is an investment advisor at IHT Wealth Management.
Thomas began his career in the world of finance as a Foreign Exchange Trader for Credit Suisse in New York City. He moved on to become Senior Trader for Bank of America and UBS, Head of Spot Trading at ABN AMRO Bank (RBS Bank), and he started a proprietary global macro trading desk at Societe Generale Bank in NYC.
He also worked extensively in the global macro hedge fund world, where he served as the Chief Investment Officer at YCM Management. And he was a Portfolio Manager for various multi-billion dollar macro funds in NYC and in South Florida serving institution clients and pension funds.
Most recently, Thomas worked as Global Chief Strategist and Portfolio Manager for a large family office in NYC overseeing their foreign exchange portfolio, concentrating in option strategies.
After spending three decades managing institutional money, he joined IHT Wealth Management in 2020 to serve individual clients. With his valuable experience, he strives to helps clients build and protect their wealth in an ever-changing world.
He has a BA in Economics from Dickinson College.
Tom founded Tall Oaks Advisors in December of 2012. His focus is on Financial Planning and Wealth Management along with advising on Employer Sponsored Retirement Plans.
Tom was born in Summit, NJ and moved to Leawood, KS in 1984. He attended Kansas State and Baker University, where he earned his MBA. While still in high school, Tom turned one of his passions into a business by opening a sports collectible store. Tom owned and ran this for 13 years and became a founding member of eBay Power Sellers. In 2001, Tom decided to pursue one of his other passions and changed career paths to become a financial advisor with Ameriprise Financial. Since 2001, he has been helping his clients pursue their financial goals and dreams. Tom holds a Series 7 securities registration through LPL Financial and a series 66 registration with both LPL Financial and Tall Oaks Advisors as well as life and health insurance licenses in multiple states. He also holds the designation of Chartered Retirement Planning Counselor (CRPC ®).
Tom resides in Overland Park, KS with his wife Beth and their children Thomas and Olivia. Tom is an avid Kansas City Chiefs, Kansas City Royals and Kansas State Wildcat fan. He enjoys spending time with family and friends, playing golf and cheering on his kids at their various activities.
Job Titles:
- Vice President of Operations
Job Titles:
- Financial Advisor
- Senior Vice President
- Member of the Dave Ramsey SmartVestor Program
Waldo Zayas has been working in the securities industry since 2000. He began his career out of college with John Hancock Financial Services in Miami, Florida.
He has his FINRA Series 6 & 7 held through LPL Financial, and Series 65 held through IHT Wealth Management, as well as the state of Florida life, health and variable annuity licenses.
Waldo is a graduate of the University of Floridas Warrington College of Business. While attending UF he majored in Finance and received his Bachelor of Science in Business Administration.
In addition, Waldo is a member of the Dave Ramsey SmartVestor Program™ where he has helped countless families put together a plan to eliminate debt, save, and invest for the future. The SmartVestor program was created by Dave to help his listeners identify financial advisors with similar values to his and have the heart of a teacher. Waldo also adheres to a strict code of conduct to keep his own financial affairs in order. He enjoys educating families regarding financial planning and investment principles so they can make informed decisions about their financial futures. He is honored to be part of the team as a SmartVestor Pro.
Whether you want to protect your family from lifes risks through life and long term care insurance or provide your employees with retirement benefits, he will analyze your current situation and guide you on a clear path.
Waldo lives in Wesley Chapel, Florida and in his free time, he loves traveling with his family and watching his two sons, Luke and Jake play competitive soccer.
IHT Wealth Management is supported by the resources of LPL Financial, the nations largest independent broker/dealer as reported by Financial Planning Magazine, June 1996-2018, based on total revenue. This relationship provides him access to objective research and a comprehensive array of tools, resources and technology. As an independent firm with no proprietary products to sell or sales quotas to meet, Waldo is able to offer you objective financial guidance and independent investment recommendations.