Vice President, Retirement Plan Manager
Zach Hildebrand is Vice President and Retirement Plan Manager for IMA Wealth, Inc. in our Denver office. In his role, Zach assists retirement plan clients with plan design, fiduciary investment review reporting, and employee engagement. He also acts as a liaison between clients and their other service providers to help ensure ease in plan administration. Zach maintains relationships with his clients by tracking their successes and keeping them informed of any industry changes that may impact their employee benefit programs.
Prior to joining IMA Wealth, Inc., Zach served as a Retirement Plan Specialist with Northwestern Mutual. He holds a Bachelor of Science in Management with a concentration in Finance from St. John Fisher College School of Business in Rochester, New York. Zach 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 2017. He also earned the Certified Financial Planner (CFP®) designation in 2022. Zach holds the FINRA Series 6 and the State registrations 63 and 65. Zach holdings the following lines of authority in the state of Colorado: Accident & Health, Life, Variable Life and Annuity Products.