Your IMA Wealth Team

TRISH DAVIS

Chief Compliance Officer

REBECCA MORAN

Medicare Advisory Specialist

ZACH HILDEBRAND, AIF®, CRPS®, CFP®

Vice President, Retirement Plan Manager

SUSAN POOL, CFP®, AIF®

Senior Vice President, Wealth and Retirement Plan Advisor

SEAN SPENCER

Wealth Advisor and Portfolio Manager

SAMANTHA JENKINS, CFP®, AIF®, CLU®

Senior Vice President, Wealth and Retirement Plan Advisor

RHONDA RANDELL, AIF®

Director of Marketing and Product Development

RACHEL MCMAHON

Retirement Plan Manager

PHYLLIS TURKLE

Client Services Representative

NANCY BOWES

Client Service Representative