Vice President, Wealth and Retirement Plan Advisor
Heather Haines is Vice President, Wealth Management and Retirement Plan Specialist for IMA Wealth, Inc. in our Wichita office. Her professional career is focused in the specialized area of retirement plan services with experience in both the wholesale and retail sides of the industry. Her background includes plan design consultation, plan provider due diligence, investment and plan reviews, Form 5500 filing, compliance testing, client relationship management, and employee education. She earned a Bachelor of Science in Business Administration from Wichita State University. She earned the Accredited Investment Fiduciary (AIF®) designation through Fi360 in 2019 and the Certified Retirement Plan Specialist (CRPS®) designation from the College for Financial Planning in 2021. Heather holds the FINRA Series 7 and the State registrations 63 and 65. Her community activities include serving as a Rainbows United community ambassador and served as a past Director of Habitat for Humanity. Heather holds the following lines of authority in the state of Kansas: Health, Life and Variable Contracts.