Kirby Lawson is a Retirement Plan Manager for IMA Wealth, Inc. in our Denver office. In his role, Kirby works alongside our retirement plan clients to assist them with all client support needs ranging from plan design, quarterly investment review reporting, fee benchmarking and provider oversight, plan administration, fiduciary governance, and employee education.
Prior to joining IMA Wealth, Inc., Kirby served as a Retirement Education Consultant with Morningstar, Inc. where he provided education to individual retirement plan participants focused on the importance of investing for retirement and taking a long-term approach to retirement planning.
Kirby graduated from Butler University with a degree in Finance. He also earned the Accredited Investment Fiduciary (AIF®) designation in 2021 and holds the State registration 65.