EXECUTIVE WEALTH STRATEGIES - Key Persons
Job Titles:
- Financial Planner
- Registered Representative
I provide comprehensive, fee-based financial planning with an approach that centers on identifying any gaps in clients' existing plans and making recommendations designed to guide clients throughout all phases of their life, helping them pursue their goals and stay on track leading up to and during retirement. In developing investment planning strategies, we utilize risk tolerance assessment, proper asset allocation, category specific tactical and passive management, efficient frontier, and modern portfolio theory. We also advise clients on proper risk management strategies to help ensure stability for life's unforeseen events. We work closely with our clients' other advisors, CPA's, and attorneys to seek the most effective outcomes for their specific situation.
For the last 15 years, I have been working with all types of clients from executives at multinational corporations to young families who came as referrals and were just getting started. I have broad expertise including executive compensation planning, comprehensive financial planning, investment planning, retirement planning, and risk management planning.
In addition, I educate and help my clients execute more complex strategies including Net Unrealized Appreciation, 72T Early Distribution through Systematic Equal Payment Plan (SEPP) for early retirement, Optimizing Non-Qualified Pension Plans including Retirement Restoration Plans (RRP), Stock Option Planning including LTIP, RSU, and PSU, and other complex executive compensation wealth strategies.
Alex Izmailov is a Registered Representative with and securities are offered through LPL Financial. Member FINRA/SIPC. Investment advice offered through Mariner Independent Advisor Network, LLC, a registered investment advisor. Mariner Independent Advisor Network, LLC, and Executive Wealth Strategies are separate entities from LPL Financial.
Job Titles:
- Financial Planner
- Financial Planner at LPL Financial
Nate Hintz provides comprehensive, fee-based financial planning support and consulting for Executive Wealth Strategies.
Nate Hintz is a financial planner at LPL Financial with expertise in the areas of retirement, investment, estate, asset preservation, and tax reduction strategies. He is dedicated to understanding his clients' needs and goals in order to develop tactical, comprehensive financial solutions.
Nate began serving as a financial advisor in 2006 and has maintained a focus on delivering strategic planning advice designed to help his clients accumulate, retain, and transfer wealth. He learns about their financial aspirations and insightfully creates financial plans to assist them in pursuing those goals. His clients appreciate his clear explanations of investment concepts.
Rebecca has been in the financial services business for over 15 years with experience in client service, practice management, and business processing. Rebecca's broad background in supporting Financial Planners, Registered Investment Adviser Representatives, Insurance Agents, and other Financial Professionals make her a valuable asset to the team.
Prior to Executive Wealth Strategies, Rebecca and Alex worked together for 8 years at two different Registered Investment Advisory Firms.
Rebecca enjoys spending time with family and friends, hiking, traveling, yoga, and gardening.
Scott Sprague provides comprehensive, fee-based financial planning support and consulting for Executive Wealth Strategies.
Scott began his financial planning practice in 1988 with the desire and commitment to help families, professionals, business owners and retirees work towards their financial goals. Since that time, his goal is to help clients plan successful futures by educating and guiding them through today's complex financial world. This experience prepares his clients to make the most appropriate decisions regarding their finances.
Scott holds a Bachelor of Science degree in Finance from Oregon State University. His professional designations include Certified Financial Planner™ practitioner (CFP), Chartered Life Underwriter (CLU), and Chartered Financial Consultant (ChFC) from the American College.