Your IMA Wealth Team

WE WORK TOGETHER FOR YOU

The human element is the most important piece of a successful financial strategy. IMA Wealth is here to understand first and advise second, to tailor solutions to opportunities – we are about people not products.

Richard Holt President,
IMA Wealth

RICHARD W. HOLT, CFA®

President, Chief Investment Officer

LEIGH BENNETT

Medicare Advisory Services Sales Manager

NANCY BOWES

Client Service Representative

TRISH DAVIS

Chief Compliance Officer

LISA DYER

Senior Vice President, Director of Operations

JENNIFER EGGERS, AIF®

Vice President, Retirement Plan Manager

HEATHER HAINES, AIF®, CRPS®

Vice President, Wealth Management and Retirement Plan Specialist

BRIAN HEINKE, AIF®

Senior Vice President, Retirement Plan Specialist

ZACH HILDEBRAND, AIF®, CRPS®

Vice President, Retirement Plan Manager

SAMANTHA JENKINS, CFP®, AIF®, CLU®

Senior Vice President, Wealth Management and Retirement Plan Specialist

JUSTIN M. KITTLE, CFA®, CAIA®, CFP®

Vice President, Portfolio Manager

RACHEL MCMAHON

Retirement Plan Manager

MIA MEDINA-BOHANAN, AIF®

Vice President, Retirement Plan Manager

REBECCA MORAN

Medicare Advisory Specialist

SUSAN POOL, CFP®, AIF®

Senior Vice President, Wealth Management and Retirement Plan Specialist

RHONDA RANDELL, AIF®

Director of Marketing and Product Development

SEAN SPENCER

Wealth Management Specialist and Portfolio Manager

KEVIN TESSMER, AIF®

Retirement Plan Specialist

PHYLLIS TURKLE

Client Services Representative

MICHAEL WALDMAN, AIF®, CEBS®

Retirement Plan Specialist

ALLISON WRIGHT, CFP®, AIF®, CHSA

Vice President, Retirement Plan Manager