Retirement Plan Manager
Rhonda recently joined our Denver office in 2018 and possesses over 20 years of experience in the financial services industry. Prior to joining IMA Wealth, Rhonda served as a Managing Director with Charles Schwab & Co., Inc. where she oversaw the communication consulting team responsible for designing and implementing effective engagement strategies to help improve participant outcomes for diverse employee groups. Rhonda’s background also includes serving as senior vice president of retirement plans for an independent registered investment advisory firm where she provided consulting in the areas of plan design, fee analysis, vendor analysis and selection, and fiduciary services that helped clients stay compliant with various fiduciary standards and best practices. Rhonda is a graduate of University of Colorado and has earned the Accredited Investment Fiduciary® (AIF®) designation. She also holds the FINRA Series 7, 63, and 65 examinations for Registered Representatives.
Office: 303-615-7602 | firstname.lastname@example.org