Samantha Jenkins is Senior Vice President, Wealth Management and Retirement Plan Specialist for IMA Wealth, Inc. in our Denver location. Samantha is passionate about helping employers design retirement programs that create better outcomes for their employees and is experienced with advising on a variety of retirement programs such as 401(k)s, 403(b)s, and defined benefit Cash Balance plans. In addition, Samantha consults with employers to implement executive benefit programs designed to attract and retain key talent and also creates financial plans for individuals and families. She focuses on customizing multi-generational asset protection plus incorporating insurance planning, estate planning, financial planning, and investment management.
Prior to joining IMA Wealth, Inc., Samantha served as a 401(k) and Stock Option Plan Manager with Merrill Lynch and became a Certified Financial Planner (CFP®) in 2005 with AXA Advisors. She holds a Bachelor of Science degree in Finance and Economics from the University of Colorado at Boulder. She also earned the Accredited Investment Fiduciary (AIF®) designation through Fi360 in 2019 and is certified as a Chartered Life Underwriter (CLU®) by The American College since 2008. Samantha holds the FINRA Series 7 and the State registration 66. Samantha holds the following lines of authority in the state of Colorado: Accident & Health, Life, Variable Life and Annuity Products.