CEBS, Retirement Plan Specialist
Michael joined IMA Wealth in July, 2016. Located at our Dallas office, Michael’s financial services industry career began in 2002 at Deloitte & Touche, where he served as an actuarial consultant. He joined Waldman Bros in 2003, focusing on employee benefits planning and design for small, medium and large companies. He became a partner of Waldman Bros in 2010, as well as president of the Employee Benefits Division. Michael continues in a leadership role in the company now known as IMA|Waldman, a subsidiary of The IMA Financial Group, Inc., where he serves as Executive Vice President of Employee Benefits. Michael earned the Certified Employee Benefits Specialist (CEBS®) designation in 2007 and holds the FINRA Series 7 and 66 examinations. He received the “Young Gun” Award from Insurance Business America in 2015 for his business achievements and employee development within the insurance industry.
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